Professional Asset Management, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate is typically $300 per hour.”

Flat or project fee

$500⁠-⁠$3,000

“The fee for an initial financial planning ranges from $500 to $3,000.”

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

How Professional Asset Management, Inc bills

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

• “The fee for these subsequent years’ services ranges from $300 to $1,000, except in limited instances negotiated in advance.”
• “Payment is due upon our presentation of our invoice after our review of your financial plan with you.”
• “We will not refund any amounts paid unless you indicate your dissatisfaction in which case, we will refund fees under our policy for refunding fees when clients indicate their dissatisfaction.”

How Professional Asset Management, Inc’s fees compare

• Its hourly rate of $300 is above the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Lenexa that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Kansas median of $3,500. 26% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lenexa that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Professional Asset Management, Inc

• Firm size: 2 employees.
• Registered as an adviser: 1985 (41 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

20

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$11,620,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

110212

Phone

(913) 558-5903

Other planners in Lenexa that publish fees

• Challenge Everything Financial LLCLenexa$500⁠-⁠$750/hr, $100⁠-⁠$2,500/mo
• Chladek Wealth Management, LLCLenexa$300/hr, $1,500
• Dogwood Wealth Management, LLCLenexa$250/hr, $80/mo
• Voyage Wealth Management LLCLenexa$195/hr, $2,500⁠-⁠$3,500

Compare all 5 planners in Lenexa