Oread Wealth Partners 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 1 employee and 20 individual clients, 4 of them high net worth.
- Its average account is about $162,000 (assets it manages divided by its 107 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Leawood, Kansas |
|---|---|
| Website | oreadwealth.com |
| [email protected] | |
| Phone | (913) 229-6512 |
Questions about Oread Wealth Partners
How much does Oread Wealth Partners charge?
Oread Wealth Partners publishes these prices: asset-based fee: 1.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Oread Wealth Partners paid?
Oread Wealth Partners's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Oread Wealth Partners have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Oread Wealth Partners.
What is the average account at Oread Wealth Partners?
Oread Wealth Partners's average account is about $162,000. That's the assets on its Form ADV divided by its 107 accounts.
What does Oread Wealth Partners specialize in?
Oread Wealth Partners's advisors and website list physicians & residents, small business owners, tax planning and estate & legacy planning.
Is Oread Wealth Partners accepting new clients?
Yes, according to Oread Wealth Partners's website, checked October 28, 2026.
Oread Wealth Partners 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.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $250,000 1.50%" source
"our advisory fees are based on the assets we manage" 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.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 16 |
| High-net-worth clients | 4 |
| Accounts managed | 107 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 316195 |