Searcy Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate for this service is $300/hr.”

Annual fee

$1,500⁠-⁠$10,000/yr

“All Core A la carte $10,000 $5,000 $1,500 Investment Management Services Searcy’s fee for investment management services varies based on the service level selected by the Client.”

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

How Searcy Financial Services, Inc. bills

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

• “The annual planning fee shall be prorated and paid monthly or quarterly, in advance.”
• “Subsequent to receiving the signed engagement agreement, a prorated invoice will be sent to the client in order to convert the billing to a calendar quarter cycle to streamline the billing process.”
• “Clients will receive an invoice for services.”

How Searcy Financial Services, Inc.’s fees compare

• Its hourly rate of $300 is above the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
• 17 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its annual fee of $1,500-$10,000 spans the Kansas median of $5,050. 57% of the 21 other Kansas planners that publish an annual fee charge less.
• 7 of the 10 other planners in Overland Park that publish an annual fee charge less.

About Searcy Financial Services, Inc.

• Firm size: 9 employees.
• Registered as an adviser: 1981 (45 years).

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% a year

Clients

185

Employees

9

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$513,972,511

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105807

Website

searcyfinancial.com (opens in new tab)

Phone

(913) 814-3800

Can advise clients in 11 states: Arkansas, Arizona, Florida, Idaho, Kansas, Missouri, Oregon, South Carolina, Tennessee, Texas, Utah

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