Invisor fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 19, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Hourly fees for Financial Planning is an hourly rate between $100.00 and $300.00 per hour, depending on complexity.”

Flat or project fee

$1,000

“Ongoing Fees Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing fee that is paid monthly, in arrears at the rate of $195.00 per month.”

Monthly fee

$195/mo

From the same sentence as above.

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

How Invisor bills

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

• “The timing of fee payments will be defined in the services agreement or will be due at the completion of the work; however, Invisor will not bill an amount above $1,200.00 more than six months in advance.”
• “The fee may be negotiable in certain cases and is due at the completion of the engagement.”
• “Fees for project-based and hourly services may be paid by electronic funds transfer or check.”

How Invisor’s fees compare

• Its hourly rate of $100-$300 spans the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Kansas median of $3,500. 16% of the 43 other Kansas planners that publish a flat or project fee charge less.

About Invisor

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

1.08% a year

Minimum

$250 minimum fee (stated in brochure)

Clients

222

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$198,543,563

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174890

Website

goinvisor.com (opens in new tab)

Phone

(785) 334-4100

Can advise clients in 2 states: Kansas, Nebraska

Other planners in Kansas that publish fees

• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• 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

Compare all 147 planners in Kansas