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Firm

Maciel Wealth Management

Overland Park, Kansas

Fee-only

Maciel Wealth Management at a glance

  • One of 98 fee-only firms based in Kansas in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 170 individual clients.
  • Its average account is about $109,000 (assets it manages divided by its 170 accounts).

Specialties Retirement planning

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

Facts

Based inOverland Park, Kansas
Websitemacielwealthmanagement.com
Email[email protected]
Phone(913) 717-4977

Maciel Wealth Management fees

Maciel 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

Paid byPercentage of assets · Fixed fees
Assets managed$19 million
Individual clients170
Accounts managed170
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedFebruary 6, 2026
SEC recordCRD 297772

Advisors at this firm (1)

Other fee-only firms in Overland Park

Fee-only advisors in Kansas