Firm
Planning Trail Investments
Lawrence, Kansas
Fee-only
Planning Trail Investments 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 9 individual clients.
- Its average account is about $97,000 (assets it manages divided by its 20 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Lawrence, Kansas |
|---|---|
| Website | probitaswealthmanagement.com |
| Phone | (303) 519-0506 |
Planning Trail Investments fees
Planning Trail Investments 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 · Hourly |
|---|---|
| Assets managed | $2 million |
| Individual clients | 9 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 305686 |