Financialife Outfitters LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Financialife Outfitters LLC charges an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000/yr
“Hourly fees will be estimated based on the complexity and level of service provided on a case by case basis, and are subject to a maximum of $2,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financialife Outfitters LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services may be terminated at any time by either party with 30 days written notice to the other party, and fees will be prorated accordingly.”
- “Fee details are provided in advance in the FinanciaLife client agreement and or in other applicable documentation.”
- “All such information will be provided in advance.”
How Financialife Outfitters LLC’s fees compare
- Its annual fee of $2,000 is below the Kansas median of $5,050. 19% of the 21 other Kansas planners that publish an annual fee charge less.
- 3 of the 10 other planners in Overland Park that publish an annual fee charge less.
About Financialife Outfitters LLC
- Firm size: 2 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- $1,000 minimum fee (stated in brochure)
- Clients
- 77
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $30,476,904
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290053
- Phone
- (816) 888-5800
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.