PlannerFees

Kansas City Private 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 March 23, 2026, Kansas City Private Wealth Management, LLC charges a flat or project fee of $2,000 and an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,000
“Fees for financial planning services provided on a stand-alone basis are based on a rate of $2,000 per plan which includes a maximum of 3 additional meetings to update and review the financial plan for a period of one year following the date the financial planning agreement took effect.”
Annual fee
$1,000/yr
“There is a minimum annual fee of $1,000 per plan.”

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

How Kansas City Private Wealth Management, LLC bills

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

  • “Kansas City Private Wealth Management fees are charged quarterly in advance and are deducted directly from client accounts.”
  • “Clients are direct billed if fees cannot be deducted, and payment is due within 30 days from the date of the invoice.”
  • “Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a pro-rated ADV PART 2 A & B BROCHURES PAGE 6 OF 17 basis contingent on the number of days the account was open during the quarter.”

How Kansas City Private Wealth Management, LLC’s fees compare

  • Its flat or project fee of $2,000 is below the Missouri median of $3,550. 19% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 4 of the 12 other planners in Kansas City that publish a flat or project fee charge less.
  • Its annual fee of $1,000 is below the Missouri median of $6,000. 7% of the 45 other Missouri planners that publish an annual fee charge less.
  • None of the 4 other planners in Kansas City that publish an annual fee charge less.

About Kansas City Private Wealth Management, LLC

“We also offer financial planning as a service provided to investment advisory clients. Kansas City Private Wealth Management’s strategy, generally, will be to seek to meet client investment objectives while providing clients with access to personal advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
Minimum
$1,500 minimum fee (stated in brochure)
Clients
107
Employees
1
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed
$103,906,238
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172528
Website
kcpwm.com (opens in new tab)
Phone
(816) 214-8344

Can advise clients in 5 states: California, Florida, Kansas, Louisiana, Missouri

Other planners in Kansas City that publish fees

Compare all 28 planners in Kansas City

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.