Fortino Wealth Management, LLC fees
Financial planner in Overland Park, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, Fortino Wealth Management, LLC (Overland Park, KS) charges a flat or project fee of up to $2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change.
- Flat or project fee
- Up to $2,500
Capped at $2,500, at or below the Overland Park median of $5,000. Capped at $2,500, at or below the Kansas median of $4,750.
“Fixed fee ranges up to $2,500 for individuals or up to $10,000 for 3 businesses.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Fortino Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial quarters are prorated based on the number of days assets are under management.”
- “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.”
- “Fees charged for non-management advisory services are charged quarterly in arrears.”
About Fortino Wealth Management, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 5, 2026
- CRD number
- 344088 (opens in new tab)
- Phone
- (913) 626-2622
Other planners in Overland Park that publish fees
- CoPlanning Financial LLCOverland ParkFlat $6,900, Annual up to $12,000/yr
- Sound Stewardship, LLCOverland ParkFlat $3,500
- Mokan Wealth ManagementOverland ParkFlat $4,500-$5,500, Monthly $500-$750/mo
- Maciel Wealth ManagementOverland ParkHourly $100-$200/hr, Flat $500-$3,000
- Searcy Financial Services, Inc.Overland ParkHourly $300/hr
- S&A Financial Services, Inc.Overland ParkHourly $150/hr
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.