Lighthouse Planning
Merriam, Kansas
Lighthouse Planning at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Merriam, Kansas |
|---|---|
| Website | lighthouseplanning.com |
| Phone | (745) 339-9223 |
Questions about Lighthouse Planning
How much does Lighthouse Planning charge?
Lighthouse Planning publishes these prices: ongoing planning: from $10,000 a year; asset-based fee: 0.35% to 0.75% a year. We found this on its website, checked October 28, 2026.
Does Lighthouse Planning have an account minimum?
No. Lighthouse Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How many advisors does Lighthouse Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lighthouse Planning.
What does Lighthouse Planning specialize in?
Lighthouse Planning's advisors and website list founders (pre-exit), flat-fee planning, retirement planning and small business owners.
Is Lighthouse Planning accepting new clients?
Yes, according to Lighthouse Planning's website, checked October 28, 2026.
Lighthouse Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 0.35% to 0.75% a year |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Instead we charge a minimum flat fee of $2500/quarter." source
"Above $5,000,000 0.35%" source
"$1,000,000 – $3,000,000 0.75%" source
"We have no investment account minimums." 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.
Advisors at this firm (1)
Other fee-only firms in Kansas
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- Midwest Financial Group · Overland Park
- Mission Financial Planning, Inc. · Mission
- Mitchell Capital Management · Leawood
- MN Wealth Advisors · Overland Park
- Mokan Wealth Management · Overland Park