Sapphire Wealth Planning LLC at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 100 individual clients, 2 of them high net worth.
- Its average account is about $63,000 (assets it manages divided by its 185 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | sapphirewealthplanning.com |
| Phone | (913) 444-9622 |
Questions about Sapphire Wealth Planning LLC
Does Sapphire Wealth Planning LLC have an account minimum?
No. Sapphire Wealth Planning LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Sapphire Wealth Planning LLC paid?
Sapphire Wealth Planning LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Sapphire Wealth Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Sapphire Wealth Planning LLC, and 1 hold the CFP.
What is the average account at Sapphire Wealth Planning LLC?
Sapphire Wealth Planning LLC's average account is about $63,000. That's the assets on its Form ADV divided by its 185 accounts.
What does Sapphire Wealth Planning LLC specialize in?
Sapphire Wealth Planning LLC's advisors and website list divorce financial planning.
Sapphire Wealth Planning LLC 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"No! A minimum level of assets is NOT required to become a client." source
"The second component is based on the balance of the assets under management on the last day of the billing quarter." source
"there is an annual financial planning fee based upon the scope of the project and the amount of time that will be required to maintain the plan" 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 | $12 million |
| Individual clients | 98 |
| High-net-worth clients | 2 |
| Accounts managed | 185 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 282779 |