Craft & Sage Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The fee is negotiable, but in no event will exceed $500 per hour, or $5,000 per plan, contingent upon how many times Adviser and Client meet per year and complexity of the plan.”

Flat or project fee

$5,000

From the same sentence as above.

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

How Craft & Sage Wealth bills

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

• “Fixed fees are deducted and invoiced in the same fashion as asset based fees for investment services.”
• “All fixed fees for services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time.”
• “Fixed fees paid in advance will be prorated to the date of termination and the excess refunded to the client by check as soon as practicable.”

How Craft & Sage Wealth’s fees compare

• Its hourly rate of $500 is above the Missouri median of $250. 92% of the 88 other Missouri planners that publish an hourly rate charge less.
• 12 of the 13 other planners in Kansas City that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Missouri median of $3,550. 57% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 7 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Craft & Sage Wealth

• Firm size: 11 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 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

1.25% a year

Clients

524

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$306,774,409

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323565

Website

linkedin.com/company/craft-and-sage (opens in new tab)

Phone

(816) 436-9939

Can advise clients in 8 states: Arkansas, California, Colorado, Florida, Kansas, Missouri, North Carolina, Texas

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
• Chase Wealth ManagementKansas City$1,000⁠-⁠$10,000
• Cobb Wealth Management, LLCKansas City$200/hr
• Divvi Wealth ManagementKansas City$250/hr
• HDQ WealthKansas City$500/hr, $12,000⁠-⁠$250,000/yr

Compare all 28 planners in Kansas City