Firm
Tomassi Financial Planning
Derby, Kansas
Fee-only
Tomassi Financial Planning 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 34 individual clients.
- Its average account is about $291,000 (assets it manages divided by its 80 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Derby, Kansas |
|---|---|
| Website | tomassifinancialplanning.com |
| Phone | (970) 232-8851 |
Tomassi Financial Planning fees
Tomassi Financial Planning 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 · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 34 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 166577 |
Advisors at this firm (1)
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