S&a Financial Services, Inc. fees and pricing

Financial planner in Overland Park, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, S&a Financial Services, Inc. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The base hourly fee rate for these services is $150 per hour.”

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

“New clients joining S&A during the quarter time period will be charged a pro-rata fee that will cover the cost of services from the date the assets were received into the Account through the end of the initial quarter.”
“Clients separating from S&A will receive a refund of any unearned fees remaining for the quarter.”
“Clients joining S&A prior to 2007 may be under a former policy of paying fees in arrears.”

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.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 1,160
Employees: 7
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $392,271,325
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 110471
Website: facebook.com/s-a-financial-services-inc-393353120737327 (opens in new tab)
Phone: (913) 362-2712

Is something on this page wrong or out of date?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.