Canvas Wealth Advisors, LLC fees and pricing
Financial planner in Shawnee, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 23, 2026, Canvas Wealth Advisors, LLC charges $100-$300 an hour and a flat or project fee of $1,500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“In these instances, clients may be charged a fixed fee ranging from $1500 - $100,000 or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of services to be provided.”
- Flat or project fee
- $1,500-$100,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Canvas Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In instances where (i) CWA delegates investment management authority to outside investment managers any additional management fees paid by the client must be approved by the client in advance.”
- “Fees will generally be deducted in advance via an automatic withdrawal on a quarterly basis, i.e. one-fourth of the annual fee will be deducted each quarter.”
- “Timing of fee deductions related to outside managers vary but are addressed in the applicable account opening documentation in advance.”
How Canvas Wealth Advisors, LLC’s fees compare
- Its hourly rate of $100-$300 spans the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$100,000 spans the Kansas median of $3,500. 100% of the 43 other Kansas planners that publish a flat or project fee charge less.
About Canvas Wealth Advisors, LLC
- Firm size: 12 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 1% a year
- Clients
- 537
- Employees
- 12
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting
- Assets managed
- $929,159,544
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306343
- Phone
- (913) 991-8471
Can advise clients in 7 states: Colorado, Florida, Kansas, Missouri, Nebraska, New Hampshire, Texas
Other planners in Shawnee that publish fees
- BLDR Wealth LLCShawnee$9,000-$45,000, $195/mo
- 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.