BLDR Wealth LLC fees and pricing
Financial planner in Shawnee, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, BLDR Wealth LLC charges a flat or project fee of $9,000-$45,000 and a monthly fee of $195 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $9,000-$45,000
“The Advisor also offers standalone financial planning services for a fixed engagement fee ranging from $9,000 to $45,000 per engagement.”
- Monthly fee
- $195/mo
“Tier 1 financial planning services are $195 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BLDR Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in arrears of each month, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How BLDR Wealth LLC’s fees compare
- Its flat or project fee of $9,000-$45,000 is above the Kansas median of $3,500. 98% of the 43 other Kansas planners that publish a flat or project fee charge less.
About BLDR Wealth LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 15
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $5,597,107
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335077
- Phone
- (913) 586-6203
Can advise clients in 3 states: Florida, Kansas, Massachusetts
Other planners in Shawnee that publish fees
- Canvas Wealth Advisors, LLCShawnee$100-$300/hr, $1,500-$100,000
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- Agh Wealth Advisors, LLCWichita$350/hr
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
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.