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Invisor Financial LLC

Seneca, Kansas

Fee-only

Invisor Financial LLC at a glance

  • One of 98 fee-only firms based in Kansas in the Wellspent graph.
  • 3 advisors are listed here; 1 of 3 hold the CFP.
  • Its Form ADV reports 4 employees and 222 individual clients, 59 of them high net worth.
  • Its average account is about $749,000 (assets it manages divided by its 265 accounts).

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

Facts

Based inSeneca, Kansas
Websitegoinvisor.com
Email[email protected]
Phone(785) 336-5226

Questions about Invisor Financial LLC

How many advisors does Invisor Financial LLC have in the Wellspent public graph?

The Wellspent public graph lists 3 advisors at Invisor Financial LLC, and 1 hold the CFP.

What is the average account at Invisor Financial LLC?

Invisor Financial LLC's average account is about $749,000. That's the assets on its Form ADV divided by its 265 accounts.

Invisor Financial LLC fees

Invisor Financial LLC 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

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$199 million
Individual clients163
High-net-worth clients59
Accounts managed265
Employees4
Planning clients26-50
Registered withThe SEC (801-131874)
Financial planningOffered
Form ADV filedFebruary 28, 2026
SEC recordCRD 174890

Advisors at this firm (3)

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