Sjhl Financial Group

Sjhl Financial Group at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 12 advisors are listed here; 3 of 12 hold the PFS.
• Its Form ADV reports 12 employees and 384 individual clients, 48 of them high net worth.
• Its average account is about $184,000 (assets it manages divided by its 948 accounts).

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

Facts

Sjhl Financial Group fees

Sjhl Financial Group 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 (12)

• Adam Grilliot

  PFS

• Chet Buchman

• Christopher Strathman

• Darren Anderson

• Jaymie Rothrock

• John Albrecht

  PFS

• Justin Kaufman

• Matthew Deutsch

• Matthew Kindley

• Roger Nagel

  PFS

• Stacie Wilson

• Timothy Kliewer

  CFP