Cobb Wealth Management, LLC fees and pricing

Financial planner in Kansas City, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Cobb Wealth Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “AND CONSULTING CWM charges an hourly fee of $200 per hour based on complexity and unique Client needs for financial planning.”

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

“Our annual portfolio management fee is billed and payable quarterly in advance based on the value of your account on the last trading day of the previous quarter.”
“Our advisory fee is negotiable, depending on individual client circumstances.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $200 is below the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.
4 of the 13 other planners in Kansas City that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $1,000 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $36,500,571
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 146147
Website: cobbwealth.com (opens in new tab)
Phone: (816) 350-9500

Can advise clients in 2 states: Kansas, Missouri

Is something on this page wrong or out of date?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