Mokan Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,500⁠-⁠$5,500

“Creation engagements, offered under our “Retire Ready Roadmap” Financial Planning Agreement, are offered for a fee of $4,500 - $5,500, depending on complexity.”

Monthly fee

$500⁠-⁠$750/mo

“For ongoing financial planning services without investment management services, Mokan charges an ongoing retainer fee that is paid monthly, in arrears, at the rate of $500 - $750 per month.”

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

How Mokan Wealth Management bills

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

• “The fee may be negotiable in certain cases with the total fee due at the completion of the engagement.”
• “Fees for this service may be paid by AdvicePay.”
• “The annual fees are negotiable, pro-rated, and paid in arrears on a monthly basis based on the average daily balance of the assets for the month.”

How Mokan Wealth Management’s fees compare

• Its flat or project fee of $4,500-$5,500 is above the Kansas median of $3,500. 58% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 10 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Mokan Wealth Management

• Principal: Kyle Hammerschmidt
• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.5% a year

Clients

173

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$250,337,407

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328005

Website

mokanwealth.com (opens in new tab)

Phone

(913) 257-3991

Can advise clients in 5 states: Florida, Kansas, Missouri, Nebraska, 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