MN Wealth Advisors, LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, MN Wealth Advisors, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Registrant’s planning and consulting fees are negotiable, but generally range up to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), or are available for an hourly rate of $200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MN Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the 10 limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in arrears, based upon the average daily balance (including cash and cash equivalents and any accrued interest or dividends) during the previous quarter.”
- “Upon termination, the Registrant, to the extent applicable, shall refund to the client any unearned, prepaid fees.”
How MN Wealth Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
- 5 of the 24 other planners in Overland Park that publish an hourly rate charge less.
About MN Wealth Advisors, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
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
- $250,000 in assets (stated in brochure)
- Clients
- 571
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $394,235,365
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322617
- Phone
- (913) 897-2074
Can advise clients in 7 states: Florida, Iowa, Kansas, Missouri, Nebraska, Tennessee, 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
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.