W Wellspent Public advisor graph
Wellspent public graph/Firms/Wealth Alliance Advisory Group
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 inWichita, Kansas
Websitewealthalliance.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 byPercentage of assets · Hourly · Fixed fees
Assets managed$979 million
Individual clients693
High-net-worth clients223
Accounts managed982
Employees7
Planning clientsMore than 500
Registered withThe SEC (801-112023)
Financial planningOffered
Form ADV filedJune 3, 2026
SEC recordCRD 290329

Advisors at this firm (2)

Other fee-only firms in Wichita

Fee-only advisors in Kansas