Firm
Wealth Alliance Advisory Group
Wichita, Kansas
Fee-only
Wealth Alliance Advisory Group at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 7 employees and 916 individual clients, 223 of them high net worth.
- Its average account is about $997,000 (assets it manages divided by its 982 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Wichita, Kansas |
|---|---|
| Website | wealthalliance.net |
| Phone | (316) 221-3950 |
Wealth Alliance Advisory Group fees
Wealth Alliance Advisory 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $979 million |
| Individual clients | 693 |
| High-net-worth clients | 223 |
| Accounts managed | 982 |
| Employees | 7 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112023) |
| Financial planning | Offered |
| Form ADV filed | June 3, 2026 |
| SEC record | CRD 290329 |