Firm
K-12 Planning
Kansas City, Missouri
Fee-only
K-12 Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 18 individual clients, 2 of them high net worth.
- Its average account is about $78,000 (assets it manages divided by its 77 accounts).
- Its ongoing planning fee starts at $4,800 a year, in line with the Missouri median of $4,770.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | k-12planning.com |
| Phone | (979) 422-7707 |
K-12 Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$4800/yr" source
"I offer project-based Financial Planning to those who have questions about a particular topic regarding their finances." source
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 16 |
| High-net-worth clients | 2 |
| Accounts managed | 77 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 330823 |