Allos Investment Advisors, LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 17, 2026, Allos Investment Advisors, LLC charges a monthly fee of $150 and an annual fee of $1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $150/mo
“The subscription fee is $150 per month ($1800 per year) for financial planning services.”
- Annual fee
- $1,800/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allos Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly, in advance of each calendar quarter based on the market value of assets under management at the end of the preceding quarter.”
- “Fees in the first quarter of service are prorated from the inception date of the account to the end of the first quarter.”
- “Billing – continued Each billing will be for a single quarter, paid in advance of the quarter.”
How Allos Investment Advisors, LLC’s fees compare
- Its annual fee of $1,800 is below the Kansas median of $5,050. 14% of the 21 other Kansas planners that publish an annual fee charge less.
- 2 of the 10 other planners in Overland Park that publish an annual fee charge less.
About Allos Investment Advisors, LLC
- Firm size: 9 employees.
- Founded: 1976 (50 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.9% a year
- Clients
- 382
- Employees
- 9
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $73,608,831
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155541
- Phone
- (913) 948-7788
Can advise clients in 14 states: Arkansas, Arizona, California, Colorado, Georgia, Idaho, Kansas, Missouri, Nebraska, Oregon, South Carolina, Texas, Utah, Virginia
Other planners in Overland Park that publish fees
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
- Aspyre Wealth PartnersOverland Park$150-$500/hr
- Balanced Financial Planning, Inc.Overland Park$270/hr
- Coplanning Financial LLCOverland Park$6,900, $12,000/yr
- Creative PlanningOverland Park$1,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.