Providence Financial Advisors

Providence Financial Advisors at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFA.
• Its Form ADV reports 5 employees and 175 individual clients, 58 of them high net worth.
• Its average account is about $766,000 (assets it manages divided by its 559 accounts).

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

Facts

Providence Financial Advisors fees

Providence Financial 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

Advisors at this firm (4)

• Evan Lange

• Mark Donaldson

  CFA

• Steven Cox

  CFA

• Steven Cox

Other fee-only firms in Overland Park

• Roadmap Wealth Management
• S&a Financial Services
• Sapphire Wealth Planning LLC
• Searcy Financial Services, Inc.
• Sound Investments
• Sound Stewardship, LLC
• Steffes Financial
• Stepp & Rothwell, Inc.

Fee-only advisors in Kansas