Greenup Street Wealth Management LLC 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.

Flat or project fee

$3,000

“Flat fee will be $3,000 and based on the GSWML's discretion.”

Monthly fee

$250/mo

“Standard financial planning on a monthly basis will be $250 per month.”

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

How Greenup Street Wealth Management LLC bills

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

• “Clients may terminate the agreement without penalty, for full refund of GSWML’s fees, within five business days of signing the Financial Planning Agreement.”
• “Clients may terminate the agreement without penalty for a full refund of GSWML's fees within five business days of signing the Investment Advisory Contract.”
• “On- going financial planning fees are paid via ACH, Advice Pay or check.”

How Greenup Street Wealth Management LLC’s fees compare

• Its flat or project fee of $3,000 is below the Kansas median of $3,500. 40% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 6 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Greenup Street Wealth Management LLC

• Firm size: 20 employees.
• Founded: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

973

Employees

20

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$900,364,399

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311391

Website

facebook.com/thinkwealth.io (opens in new tab)

Phone

(734) 656-8121

Can advise clients in 34 states: Alaska, Alabama, Arkansas, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin

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