Mokan Wealth Management

Mokan Wealth Management 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 Form ADV reports 4 employees and 173 individual clients, 93 of them high net worth.
• Its average account is about $356,000 (assets it manages divided by its 704 accounts).

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

Facts

Mokan Wealth Management fees

Mokan 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)

• Megan Ramshaw

  CFP

Other fee-only firms in Overland Park

• Nova R Wealth
• ONE Advisory Partners
• Paragon Capital Management
• Prairie Ridge Asset Management LCC
• Providence Financial Advisors
• Roadmap Wealth Management
• S&a Financial Services
• Sapphire Wealth Planning LLC

Fee-only advisors in Kansas