White Sand Wealth Management, LLC
Liberty, Missouri
White Sand Wealth Management, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 188 individual clients, 55 of them high net worth.
- Its average account is about $875,000 (assets it manages divided by its 197 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Liberty, Missouri |
|---|---|
| Website | wswm.net |
| [email protected] | |
| Phone | (816) 429-6743 |
Questions about White Sand Wealth Management, LLC
Does White Sand Wealth Management, LLC have an account minimum?
Yes. White Sand Wealth Management, LLC states an account minimum of $100,000. We found this on its website, checked October 28, 2026.
How is White Sand Wealth Management, LLC paid?
White Sand Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does White Sand Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at White Sand Wealth Management, LLC, and 3 hold the CFP.
What is the average account at White Sand Wealth Management, LLC?
White Sand Wealth Management, LLC's average account is about $875,000. That's the assets on its Form ADV divided by its 197 accounts.
What does White Sand Wealth Management, LLC specialize in?
White Sand Wealth Management, LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and small business owners.
Is White Sand Wealth Management, LLC accepting new clients?
Yes, according to White Sand Wealth Management, LLC's website, checked October 28, 2026.
White Sand Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $100,000 |
|---|
In the firm's words
"We generally have an account minimum of $100,000 of combined assets." source
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 | $172 million |
| Individual clients | 133 |
| High-net-worth clients | 55 |
| Accounts managed | 197 |
| Employees | 7 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130027) |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 304614 |
Advisors at this firm (5)
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