Providence Financial Advisors, LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Providence Financial Advisors, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Fees for project oriented engagements are generally charged at a rate of $150 per hour, but will be agreed upon in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Providence Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally due quarterly in arrears and deducted from the account, although clients may elect to receive direct billing.”
- “Fees for partial quarters for new and terminated accounts are prorated and adjusted based on the number of days assets are under management subject to the terms of the client agreement.”
- “For accounts charged in advance, client may terminate with 30 days written notice and unearned fees will be refunded on a pro rata basis subject to the notice provision.”
How Providence Financial Advisors, LLC’s fees compare
- Its hourly rate of $150 is below the Kansas median of $250. 3% of the 59 other Kansas planners that publish an hourly rate charge less.
- 1 of the 24 other planners in Overland Park that publish an hourly rate charge less.
About Providence Financial Advisors, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFA.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 175
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $428,133,436
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124839
- Phone
- (913) 323-0535
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
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.