Firm
Westward Investment Advisory
Mission, Kansas
Fee-only
Westward Investment Advisory at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 16 individual clients, 9 of them high net worth.
- Its average account is about $9.4 million (assets it manages divided by its 61 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Mission, Kansas |
|---|---|
| Website | westwardinvestment.com |
| Phone | (414) 716-6300 |
Westward Investment Advisory fees
Westward Investment Advisory 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 | $572 million |
| Individual clients | 7 |
| High-net-worth clients | 9 |
| Accounts managed | 61 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-118800) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 281742 |
Advisors at this firm (3)
Other fee-only firms in Kansas
- Wichita Wealth Management, LLC · Wichita
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- Windward Private Wealth Management · Overland Park
- Zenith Financial Planning · Lenexa
- 3RD Level Wealth · Hutchinson
- Adams Brown Wealth Consultants · Wichita
- Adaptive Advisory · Olathe
- Artisan Financial Planning LLC · Overland Park