Chase Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Chase Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Chase Wealth Management’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Missouri median of $3,550. 65% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 9 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Chase Wealth Management

• Principal: Chase Dalton
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340808

Phone

(816) 588-4681

Can advise clients in 2 states: Kansas, Missouri

Other planners in Kansas City that publish fees

• Bluevine AdviceKansas City$500, $25⁠-⁠$1,000/mo
• Buttonwood Financial Group, LLCKansas City$300⁠-⁠$600/hr, $300⁠-⁠$30,000/qtr
• Cobb Wealth Management, LLCKansas City$200/hr
• Craft & Sage WealthKansas City$500/hr, $5,000
• Divvi Wealth ManagementKansas City$250/hr
• HDQ WealthKansas City$500/hr, $12,000⁠-⁠$250,000/yr

Compare all 28 planners in Kansas City