Clayton Wealth Partners fees and pricing

Financial planner in Topeka, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Clayton Wealth Partners charges $50⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$350/hr; “This project-specific engagement will be billed at an hourly fee of $50 - $350 per hour, depending on the individual(s) performing the engagement and the level of experience and skill required. 3. 401(k) Plan Investment Advisor Services The schedule below represents annual charges for employer retirement plan…”

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

“This fee is billed quarterly in advance based upon the value of the assets on the last business day of the preceding calendar quarter.”
“At the client's request, CWP will group multiple accounts belonging to that client and/or his household to determine the fee to be billed.”
“This fee is billed quarterly in arrears based on the quarter-end Plan balance.”

Its hourly rate of $50-$350 spans the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
1 of the 3 other planners in Topeka that publish an hourly rate charge less.

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
Minimum: $100 minimum fee (stated in brochure)
Clients: 716
Employees: 14
Works with: Individuals, high net worth individuals, charities, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
Assets managed: $909,816,483
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105898
Website: facebook.com/claytonwealthpartners (opens in new tab)
Phone: (785) 232-3266

Is something on this page wrong or out of date?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.