Mader & Shannon Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$250/hr

“Financial Planning and Consulting Fee-only financial planning or other financial advisory services, which may or may not relate to securities, ranges from $125-$250 per hour depending on the nature of the services provided and the prorated costs of resources required to provide these services.”

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

How Mader & Shannon Wealth Management bills

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

• “Asset Management Asset Management fees are billed quarterly in advance.”
• “Clients may elect to be billed directly for fees or to authorize MSWM to directly debit fees from client accounts.”
• “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”

How Mader & Shannon Wealth Management’s fees compare

• Its hourly rate of $125-$250 is below the Missouri median of $250. 17% of the 88 other Missouri planners that publish an hourly rate charge less.
• 2 of the 13 other planners in Kansas City that publish an hourly rate charge less.

About Mader & Shannon Wealth Management

• Firm size: 10 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

339

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses

Services reported to regulators

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

Assets managed

$269,447,301

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123741

Website

Twitter.com/MaderShannon (opens in new tab)

Phone

(816) 751-0585

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Missouri, Nebraska, New Hampshire, Nevada, Texas

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