Sapphire Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$1,025/qtr

“(i) clients may choose to pay a quarterly fee of $1,025; or (ii) clients may choose to pay an upfront fee of up to $1,000 and an ongoing monthly fee with the remaining balance divided by 12.”

Annual fee

$4,100/yr

“Comprehensive Financial Planning & Portfolio Management SWP charges a fixed annual fee of $4,100 for the client’s financial plan.”

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

How Sapphire Wealth Planning LLC bills

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

• “Clients are charged one-fourth of the annual fee on a quarterly basis in arrears.”
• “Fees are withdrawn directly from the client's accounts with client's written authorization on a quarterly basis, or may be invoiced and billed directly to the client on a quarterly basis.”
• “Fees are charged one-fourth of the annual fee on a quarterly basis in arrears.”

How Sapphire Wealth Planning LLC’s fees compare

• Its annual fee of $4,100 is below the Kansas median of $5,050. 33% of the 21 other Kansas planners that publish an annual fee charge less.
• 5 of the 10 other planners in Overland Park that publish an annual fee charge less.

About Sapphire Wealth Planning LLC

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

100

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$11,610,595

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282779

Website

instagram.com/melissaellisswp (opens in new tab)

Phone

(913) 735-0797

Can advise clients in 2 states: Kansas, Missouri

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