Kansas City Private Wealth Management

Kansas City Private Wealth Management at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 107 individual clients, 35 of them high net worth.
• Its average account is about $326,000 (assets it manages divided by its 319 accounts).

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

Facts

Kansas City Private Wealth Management fees

Kansas City Private Wealth Management 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 (1)

• Jack Wheeler

  CFA

Other fee-only firms in Kansas City

• Main Street Investments
• Nicholson Meyer Capital Management
• Private Wealth Consulting
• Ryan Poage &
• Sarver Vrooman Wealth Advisors
• Sonas Financial Group
• Sterneck Capital Management
• Tandem Financial Guidance, LLC

Fee-only advisors in Missouri