Engage Wealth Advisors, LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 1, 2026, Engage Wealth Advisors, LLC charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“Flat fees generally range from $2,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Engage Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a prorata basis quarterly in advance based on the time-weighted daily average of the account(s) during the previous quarter.”
- “Our firm bills on cash unless otherwise indicated in writing.”
- “Fees are negotiable and will be deducted from client account(s).”
How Engage Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the Kansas median of $3,500. 53% of the 43 other Kansas planners that publish a flat or project fee charge less.
- 8 of the 17 other planners in Overland Park that publish a flat or project fee charge less.
About Engage Wealth Advisors, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 5 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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% a year
- Clients
- 200
- Employees
- 5
- 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, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $112,114,154
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289996
- Phone
- (913) 681-9155
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
- Coplanning Financial LLCOverland Park$6,900, $12,000/yr
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.