Equity Wealth Partners, LLC fees and pricing
Financial planner in Independence, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 18, 2026, Equity Wealth Partners, LLC charges an annual fee of $500-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$12,000/yr
“Annual fixed fees range from $500 to $12,000 per year and are billed in advance at a frequency determined at the Advisor’s discretion.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Equity Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in advance pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “The wealth management fee in the first month of service is prorated from the inception date of the account(s) to the end of the first month.”
How Equity Wealth Partners, LLC’s fees compare
- Its annual fee of $500-$12,000 spans the Missouri median of $6,000. 53% of the 45 other Missouri planners that publish an annual fee charge less.
About Equity Wealth Partners, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2022 (4 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
- 1.5% a year
- Minimum
- $480 minimum fee (stated in brochure)
- Clients
- 939
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $258,581,223
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317224
- Phone
- (816) 373-1068
Can advise clients in 11 states: California, Colorado, Florida, Iowa, Illinois, Kansas, Minnesota, Missouri, Nebraska, Ohio, Texas
Other planners in Independence that publish fees
- Beacon Financial Advisors, LLCIndependence$250/hr
- Freedom Financial Advisors, LLCIndependence$200/hr, $1,000-$3,000
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
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.