Roadmap 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 1 employee and 44 individual clients, 37 of them high net worth.
- Its average account is about $422,000 (assets it manages divided by its 90 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | roadmapwealth.com |
| [email protected] | |
| Phone | (913) 609-1633 |
Questions about Roadmap Wealth Management
How is Roadmap Wealth Management paid?
Roadmap Wealth Management's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Roadmap Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Roadmap Wealth Management.
What is the average account at Roadmap Wealth Management?
Roadmap Wealth Management's average account is about $422,000. That's the assets on its Form ADV divided by its 90 accounts.
What does Roadmap Wealth Management specialize in?
Roadmap Wealth Management's advisors and website list retirement planning, pension planning and founders (pre-exit).
Roadmap Wealth Management fees
Roadmap 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $38 million |
| Individual clients | 7 |
| High-net-worth clients | 37 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 229789 |