Oread Wealth Partners fees and pricing
Financial planner in Leawood, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, Oread Wealth Partners charges an annual fee of $7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,000/yr
“The minimum annual fee for this combined service will be $7,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oread Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or paid by electronic funds transfer or check.”
- “When a TAMP is used, the annual fees are negotiable and are prorated and paid in arrears on a quarterly basis, and are based on the average daily balance over the previous quarter.”
- “The asset-based wrap fee is charged monthly or quarterly, as determined by Advisor’s election in the Betterment Advisor Solutions platform, in arrears.”
How Oread Wealth Partners’ fees compare
- Its annual fee of $7,000 is above the Kansas median of $5,050. 67% of the 21 other Kansas planners that publish an annual fee charge less.
About Oread Wealth Partners
- Principal: Scott Sturgeon
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- 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
- Minimum
- $7,000 minimum fee (stated in brochure)
- Clients
- 20
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $17,311,400
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316195
- Phone
- (913) 229-6512
Other planners in Leawood that publish fees
- Critical Capital LLCLeawood$250/hr, $2,500-$25,000
- Wolf Bay Wealth PartnersLeawood$400/hr, $2,500-$12,000
- 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
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.