Modern Wealth Management, LLC fees and pricing

Published fees

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

Flat or project fee

$500⁠-⁠$15,000

“MWB’s fee for estate plan funding services typically ranges from $500 to $15,000 per estate plan.”

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

How Modern Wealth Management, LLC bills

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

• “Generally, fees are billed quarterly in advance.”
• “The fees are calculated based on the market value of the Portfolio (including cash and equivalents, including money market funds) multiplied by the annual fee rate and prorated for the applicable billing period.”
• “Half of the fee is due upon signing the agreement, with the remaining balance due upon completion of the service.”

How Modern Wealth Management, LLC’s fees compare

• Its flat or project fee of $500-$15,000 spans the Missouri median of $3,550. 81% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 12 of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Modern Wealth Management, LLC

• Firm size: 253 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Insurance analysis

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

Clients

11,524

Employees

253

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$10,904,051,242

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324624

Website

cjis.online (opens in new tab)

Phone

(913) 393-1000

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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