North Fork Financial, LLC fees and pricing
Financial planner in Hutchinson, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, North Fork Financial, LLC charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How North Fork Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the timeweighted daily average of the month.”
- “Fees are negotiable and will be deducted from client account(s).”
- “Unless otherwise noted in writing, our firm bills on cash.”
How North Fork Financial, LLC’s fees compare
- Its flat or project fee of $10,000 is above the Kansas median of $3,500. 88% of the 43 other Kansas planners that publish a flat or project fee charge less.
About North Fork Financial, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Principal: Shawn Wyatt
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 136
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27,788,180
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316152
- Phone
- (620) 931-8991
Other planners in Kansas that publish fees
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- Agh Wealth Advisors, LLCWichita$350/hr
- 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
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.