Divvi Wealth Management fees and pricing

Financial planner in Kansas City, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Divvi Wealth Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “DWM charges an hourly fee of $250 per hour for financial planning.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
“The fees will be billed quarterly in arrears.”

Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
7 of the 13 other planners in Kansas City that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 197
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $127,446,693
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 318241
Website: instagram.com/divviwealth (opens in new tab)
Phone: (816) 237-8137

Can advise clients in 3 states: Kansas, Missouri, Texas

Is something on this page wrong or out of date?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