QP Financial fees and pricing
Financial planner in Lees Summit, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 7, 2026, QP Financial charges a flat or project fee of $750-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$10,000
“Broad-based planning engagements are assessed fixed fees that range from $750 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How QP Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our published fees are negotiable, and we strive to offer fees that are fair and reasonable considering the experience of our firm and the services to be provided.”
- “An hourly engagement lasting more than one month is billed at the end of each month for time incurred.”
- “An account maintaining $1,000,000, as of month’s end, would be assessed $666.66 at the end of the month (monthly, in arrears).”
How QP Financial’s fees compare
- Its flat or project fee of $750-$10,000 spans the Missouri median of $3,550. 64% of the 77 other Missouri planners that publish a flat or project fee charge less.
- None of the 2 other planners in Lees Summit that publish a flat or project fee charge less.
About QP Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2026.
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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343160
- Phone
- (816) 379-6148
Other planners in Lees Summit that publish fees
- Java Wealth PlanningLees Summit$4,800-$8,000
- Your Financial PartnershipLees Summit$200-$500/hr, $1,500-$15,000
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
Is something on this page wrong or out of date?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.