Maciel Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$200/hr

“The hourly fee can range between $100 to $200, depending on complexity and the needs of the client.”

Flat or project fee

$500⁠-⁠$3,000

“The fixed fee can range between $500 and $3,000, depending on complexity and the needs of the client.”

Monthly fee

$200⁠-⁠$600/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $200 - $600 per month, depending on complexity and the needs of the client.”

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

How Maciel Wealth Management bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Maciel Wealth Management’s fees compare

• Its hourly rate of $100-$200 is below the Kansas median of $250. 3% of the 59 other Kansas planners that publish an hourly rate charge less.
• 1 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Kansas median of $3,500. 26% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 3 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Maciel Wealth Management

• Principal: Matt Maciel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

2% a year

Clients

170

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$18,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297772

Website

youtube.com/channel/UCuKC4qhsTam_x0qiVATnkVQ (opens in new tab)

Phone

(913) 717-4977

Can advise clients in 2 states: Kansas, Missouri

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