Chladek Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We may also agree to deliver an Initial Financial Plan based on an hourly rate of $300 per hour, charged quarterly or monthly in arrears, with a minimum engagement of 2 hours.”

Flat or project fee

$1,500

“If a client has elected to receive an Initial Financial Plan, the one-time flat fee is typically $1,500, which may vary based on the nature and complexity of a client’s financial situation and the scope of the financial plan to be prepared by Adviser.”

Annual fee

$5,000/yr

“Hourly fees are billed in 15-minute increments, and estimates will be given in advance of work commencing.​ If a client has elected to receive Comprehensive Financial Planning, the recurring flat fee is typically $5,000 per year, which may vary based on the nature and complexity of a client’s financial situation…”

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

How Chladek Wealth Management, LLC bills

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

• “As agreed between the client and Adviser, such one-time flat fee is (a) charged upon execution of the advisory agreement, (b) charged half up-front with the balance to be paid upon plan delivery, or (c) charged upon delivery of the plan.”
• “The annual flat fee is charged in equal monthly installments in arrears.”
• “Initial fees are prorated based on the number of days in the month for which Adviser has first been engaged to render financial planning services.”

How Chladek Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Lenexa that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Kansas median of $3,500. 21% of the 43 other Kansas planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lenexa that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Kansas median of $5,050. 43% of the 21 other Kansas planners that publish an annual fee charge less.

About Chladek Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

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

63

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$68,144,702

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152435

Website

chladekwealth.com (opens in new tab)

Phone

(913) 402-6099

Can advise clients in 2 states: Kansas, Missouri

Other planners in Lenexa that publish fees

• Challenge Everything Financial LLCLenexa$500⁠-⁠$750/hr, $100⁠-⁠$2,500/mo
• Dogwood Wealth Management, LLCLenexa$250/hr, $80/mo
• Professional Asset Management, IncLenexa$300/hr, $500⁠-⁠$3,000
• Voyage Wealth Management LLCLenexa$195/hr, $2,500⁠-⁠$3,500

Compare all 5 planners in Lenexa