Midwest Financial Group

Midwest Financial Group at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 11 advisors are listed here; 4 of 11 hold the CFP.
• Its Form ADV reports 9 employees and 931 individual clients, 204 of them high net worth.
• Its average account is about $255,000 (assets it manages divided by its 2,222 accounts).

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

Facts

Midwest Financial Group fees

Midwest Financial Group 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 (11)

• Allen Joy

• Amanda Russell

• Cole Reichle

• Heather Sullivan

  CFP

• Jon Grams

• Leigha Shepard

• Michael Meenen

  CFP

• Mitzi Swaffar

  CFP

• Nathan Mikoleit

• Richard Ryan

  CFP · ChFC

• Steven Reichle

Other fee-only firms in Overland Park

• MN Wealth Advisors
• Mokan Wealth Management
• Nova R Wealth
• ONE Advisory Partners
• Paragon Capital Management
• Prairie Ridge Asset Management LCC
• Providence Financial Advisors
• Roadmap Wealth Management

Fee-only advisors in Kansas