Wichita Wealth Management, LLC
Wichita, Kansas
Wichita Wealth Management, LLC 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 2 employees and 76 individual clients, 20 of them high net worth.
- Its average account is about $266,000 (assets it manages divided by its 220 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Wichita, Kansas |
|---|---|
| Website | wichitawealth.com |
| [email protected] | |
| Phone | (316) 722-1010 |
Questions about Wichita Wealth Management, LLC
How much does Wichita Wealth Management, LLC charge?
Wichita Wealth Management, LLC publishes these prices: ongoing planning: from $5,000 a year; asset-based fee: 1.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Wichita Wealth Management, LLC paid?
Wichita Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Wichita Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Wichita Wealth Management, LLC.
What is the average account at Wichita Wealth Management, LLC?
Wichita Wealth Management, LLC's average account is about $266,000. That's the assets on its Form ADV divided by its 220 accounts.
What does Wichita Wealth Management, LLC specialize in?
Wichita Wealth Management, LLC's advisors and website list retirement planning, equity compensation, small business owners and tax planning.
Is Wichita Wealth Management, LLC accepting new clients?
Yes, according to Wichita Wealth Management, LLC's website, checked October 28, 2026.
Wichita 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"MINIMUM FEE $5,000 per year" source
"1.5% on first $1M" source
"This is why we only work with clients on an ongoing basis." 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 · Fixed fees |
|---|---|
| Assets managed | $59 million |
| Individual clients | 56 |
| High-net-worth clients | 20 |
| Accounts managed | 220 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 141157 |