Your Financial Partnership
Lees Summit, Missouri
Your Financial Partnership at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 39 individual clients.
- Its average account is about $180,000 (assets it manages divided by its 51 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Lees Summit, Missouri |
|---|---|
| Website | yourfinancialpartnership.com |
| [email protected] | |
| Phone | (816) 208-8846 |
Questions about Your Financial Partnership
Does Your Financial Partnership have an account minimum?
No. Your Financial Partnership says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Your Financial Partnership paid?
Your Financial Partnership's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Your Financial Partnership have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Your Financial Partnership.
What is the average account at Your Financial Partnership?
Your Financial Partnership's average account is about $180,000. That's the assets on its Form ADV divided by its 51 accounts.
Your Financial Partnership 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 | None |
|---|
In the firm's words
"Account Minimums" 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 | $9 million |
| Individual clients | 39 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 297089 |
Advisors at this firm (1)
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