Roadmap Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our fees for financial planning services are based on an hourly fee of $250, multiplied by the number of hours we spend in developing and preparing your financial plan.”

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

How Roadmap Wealth Management LLC bills

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

• “Our fees are paid on a monthly basis in advance.”
• “Upon termination of our agreement during a month, we issue a refund of the pro-rated fee credited back into your account.”
• “In limited circumstances and in our sole discretion, fees may be negotiable depending on the size of the account, investment requirements and other considerations.”

How Roadmap Wealth Management LLC’s fees compare

• Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
• 9 of the 24 other planners in Overland Park that publish an hourly rate charge less.

About Roadmap Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

44

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$37,968,775

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

229789

Website

roadmapwealth.com (opens in new tab)

Phone

(913) 609-1633

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

Compare all 66 planners in Overland Park