Fortune Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$25⁠-⁠$500/hr

“Fees may also be negotiated on an hourly basis of $25.00 to $500.00 an hour.”

Flat or project fee

$50⁠-⁠$5,000

“Flat fees for financial planning services will typically range from $50.00 to $5,000.00.”

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

How Fortune Financial Advisors, LLC bills

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

• “Fortune Financial’s fees are based on an annual percentage of assets under management and are generally billed quarterly in advance.”
• “The initial fee will be prorated based upon the date the account is accepted for management by execution of the investment advisory 3 contract by Fortune Financial or when the assets are transferred, through the last day of the current calendar quarter.”
• “If terminated, a prorated portion of the fee paid in advance would be refunded to the client.”

How Fortune Financial Advisors, LLC’s fees compare

• Its hourly rate of $25-$500 spans the Kansas median of $250. 56% of the 59 other Kansas planners that publish an hourly rate charge less.
• 15 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its flat or project fee of $50-$5,000 spans the Kansas median of $3,500. 33% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 5 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Fortune Financial Advisors, LLC

• Firm size: 6 employees.
• Founded: 1997 (29 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

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

2% a year

Clients

206

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$322,599,546

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145799

Website

fortunefinancialadvisors.com (opens in new tab)

Phone

(913) 393-0038

Can advise clients in 4 states: Florida, Kansas, Missouri, Texas

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