Artisan Financial Planning fees and pricing
Financial planner in Overland Park, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, Artisan Financial Planning charges $250 an hour, a flat or project fee of $2,500-$10,000, and an annual fee of $4,800-$5,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“At the firm’s discretion, limited hourly financial planning engagements are offered at the rate of $250 per hour in 15 minute increments.”
- Flat or project fee
- $2,500-$10,000
“This program is offered on a fixed fee basis, and ranges from $2,500-$10,000, also depending on the complexity and the needs of the Client.”
- Annual fee
- $4,800-$5,400/yr
“Fees range between $4,800-$5,400 annually paid in monthly installments in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Artisan Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Fees range between $5,400 for individuals and $6,000 for couples annually paid in monthly installments in arrears.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Agreement.”
How Artisan Financial Planning’s fees compare
- Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
- 9 of the 24 other planners in Overland Park that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the Kansas median of $3,500. 70% of the 43 other Kansas planners that publish a flat or project fee charge less.
- 13 of the 17 other planners in Overland Park that publish a flat or project fee charge less.
- Its annual fee of $4,800-$5,400 spans the Kansas median of $5,050. 52% of the 21 other Kansas planners that publish an annual fee charge less.
- 6 of the 10 other planners in Overland Park that publish an annual fee charge less.
About Artisan Financial Planning
- Principal: Brian Rood
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.7% a year
- Clients
- 28
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $28,310,346
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317165
- Phone
- (913) 735-9630
Other planners in Overland Park that publish fees
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- 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.