Firm
Normandy Investment Advisors
Leawood, Kansas
Fee-only
Normandy Investment Advisors at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 294 individual clients, 72 of them high net worth.
- Its average account is about $375,000 (assets it manages divided by its 729 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Leawood, Kansas |
|---|---|
| Website | normandyia.com |
| Phone | (913) 914-1944 |
Normandy Investment Advisors fees
Normandy Investment Advisors 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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $273 million |
| Individual clients | 222 |
| High-net-worth clients | 72 |
| Accounts managed | 729 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-122314) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 316321 |