Midwest Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

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 Midwest Financial Group LLC bills

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

• “Fees are generally calculated and charged quarterly in advance based on the average daily balance of assets under management during the preceding quarter.”
• “Fees for partial quarters are prorated based on the number of days assets are under management.”
• “Fees are generally deducted directly from client accounts, but clients may elect to alternatively pay fees by check.”

How Midwest Financial Group LLC’s fees compare

• Its annual fee of $1,000 is below the Kansas median of $5,050. 5% of the 21 other Kansas planners that publish an annual fee charge less.
• None of the 10 other planners in Overland Park that publish an annual fee charge less.

About Midwest Financial Group LLC

• Firm size: 9 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

1.5% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

931

Employees

9

Works with

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

Services reported to regulators

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

Assets managed

$566,081,879

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175288

Website

midwestfinancialkc.com (opens in new tab)

Phone

(913) 696-0041

Can advise clients in 12 states: Alabama, California, Colorado, Florida, Iowa, Illinois, Kansas, Louisiana, Missouri, Nebraska, Oklahoma, Texas

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