Greystone Capital Partners Group

Greystone Capital Partners Group at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 4 employees and 157 individual clients, 24 of them high net worth.
• Its average account is about $560,000 (assets it manages divided by its 181 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Greystone Capital Partners Group fees

Greystone Capital Partners Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• John Carey

• Marilee Lonergan

  CFP

Other fee-only firms in Kansas City

• Hill-Top Financial Planning, LLC
• K-12 Planning
• Kansas City Private Wealth Management
• Main Street Investments
• Nicholson Meyer Capital Management
• Private Wealth Consulting
• Ryan Poage &
• Sarver Vrooman Wealth Advisors

Fee-only advisors in Missouri