Heritage First Wealth Management, LLC fees and pricing
Financial planner in Kansas City, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Heritage First Wealth Management, LLC charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“HFWM charges a fixed fee between $1,000 and $5,000 based on complexity and unique Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage First Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The annual fee is negotiable and will be charged as a percentage of the Included - 4- Assets.”
How Heritage First Wealth Management, LLC’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Missouri median of $3,550. 38% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 5 of the 12 other planners in Kansas City that publish a flat or project fee charge less.
About Heritage First Wealth Management, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2025.
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
- 3% a year
- Employees
- 4
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342502
- Phone
- (816) 931-0375
Can advise clients in 3 states: California, Kansas, Missouri
Other planners in Kansas City that publish fees
- Bluevine AdviceKansas City$500, $25-$1,000/mo
- Buttonwood Financial Group, LLCKansas City$300-$600/hr, $300-$30,000/qtr
- Chase Wealth ManagementKansas City$1,000-$10,000
- Cobb Wealth Management, LLCKansas City$200/hr
- Craft & Sage WealthKansas City$500/hr, $5,000
- Divvi Wealth ManagementKansas City$250/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.