Epiphany Financial Coaching fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“SCHEDULES Financial Planning or Consultation Services EFC’s stand-along Financial Planning or Consultation Services are invoiced at a rate of $200 per hour, invoiced at the conclusion of services.”

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

How Epiphany Financial Coaching bills

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

• “This fee is negotiable and can be waived.”
• “If the engagement is terminated prior to the completion of the planning efforts, EFC will apply its $200 per hour planning fee for services provided and will promptly refund the unused portion to the client.”
• “Depending upon the stage of the project, the decision to apply its hourly fee or refund the on-boarding fee in full is at the Adviser’s discretion.”

How Epiphany Financial Coaching’s fees compare

• Its hourly rate of $200 is below the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
• 5 of the 24 other planners in Overland Park that publish an hourly rate charge less.

About Epiphany Financial Coaching

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

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

Clients

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$23,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307859

Website

epiphany.adxleader.com (opens in new tab)

Phone

(913) 490-4400

Can advise clients in 2 states: Kansas, Louisiana

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

Compare all 66 planners in Overland Park