Coplanning Financial LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Coplanning Financial LLC charges a flat or project fee of $6,900 and an annual fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,900
“Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 TotalPlan Our fee for our TotalPlan financial planning services is $6,900.”
- Annual fee
- $12,000/yr
“Fees shall not exceed $12,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Coplanning Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investable Assets Annual Advisory Fee $0 - $800,000 $4,500 $800,001 - $1,500,000 $7,200 Above $1,500,000 $9,900 The annual fees are paid in arrears on a monthly basis.”
- “The annual fee is negotiable, and the final negotiated fees will be set forth in a written Client Advisory Agreement executed by the Client prior to the commencement of services.”
- “Engagements initiated during a partial billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Coplanning Financial LLC’s fees compare
- Its flat or project fee of $6,900 is above the Kansas median of $3,500. 74% of the 43 other Kansas planners that publish a flat or project fee charge less.
- 15 of the 17 other planners in Overland Park that publish a flat or project fee charge less.
- Its annual fee of $12,000 is above the Kansas median of $5,050. 86% of the 21 other Kansas planners that publish an annual fee charge less.
- 10 of the 10 other planners in Overland Park that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Coplanning Financial LLC
“We provide financial planning services through a short-term engagement.”
- Principal: Jason Co
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 28
- 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
- $8,454,045
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315970
- Phone
- (636) 888-0861
Can advise clients in 4 states: California, Kansas, Missouri, New York
Other planners in Overland Park that publish fees
- 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
- Aspyre Wealth PartnersOverland Park$150-$500/hr
- Balanced Financial Planning, Inc.Overland Park$270/hr
- Creative PlanningOverland Park$1,500-$15,000
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.