Java Wealth Planning
Lees Summit, Missouri
Java Wealth Planning 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 2 employees and 31 individual clients, 8 of them high net worth.
- Its average account is about $141,000 (assets it manages divided by its 145 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Lees Summit, Missouri |
|---|---|
| Website | javawealth.com |
| [email protected] | |
| Phone | (816) 656-3210 |
Questions about Java Wealth Planning
How is Java Wealth Planning paid?
Java Wealth Planning's Form ADV says it is paid by: fixed fees.
How many advisors does Java Wealth Planning have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Java Wealth Planning, and 1 hold the CFP.
What is the average account at Java Wealth Planning?
Java Wealth Planning's average account is about $141,000. That's the assets on its Form ADV divided by its 145 accounts.
What does Java Wealth Planning specialize in?
Java Wealth Planning's advisors and website list equity compensation, tax planning, retirement planning and founders (pre-exit).
Is Java Wealth Planning accepting new clients?
Not at the moment, according to Java Wealth Planning's website, checked October 28, 2026.
Java Wealth Planning fees
Java Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 by | Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 23 |
| High-net-worth clients | 8 |
| Accounts managed | 145 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 297416 |
Advisors at this firm (2)
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