K-12 Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$450⁠-⁠$3,000

“Fixed fee rates range between $450 to $3,000.”

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

How K-12 Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How K-12 Planning’s fees compare

• Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
• 7 of the 13 other planners in Kansas City that publish an hourly rate charge less.
• Its flat or project fee of $450-$3,000 is below the Missouri median of $3,550. 16% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 3 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About K-12 Planning

• Principal: David Gourley
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

1.2% a year

Clients

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$6,035,330

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330823

Website

x.com/DavidG_CSLP (opens in new tab)

Phone

(979) 422-7707

Can advise clients in 2 states: California, 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

Compare all 28 planners in Kansas City