Firm
Ryan Poage &
Kansas City, Missouri
Fee-only
Ryan Poage & at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 191 individual clients, 24 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 678 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | ryanpoage.com |
| Phone | (816) 531-4555 |
Ryan Poage & fees
Ryan Poage & 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 | $114 million |
| Individual clients | 167 |
| High-net-worth clients | 24 |
| Accounts managed | 678 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135837) |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 157432 |