PlannerFees

Sound Stewardship, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 12, 2026, Sound Stewardship, LLC charges $300 an hour and a flat or project fee of $3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Hourly Rate = $300/hour”
Flat or project fee
$3,500
“The flat fee for the first year of TPR services is $3,500.”

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

How Sound Stewardship, LLC bills

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

  • “Clients may elect to pay Sound Stewardship fees directly (i.e., check, credit card, etc.) and/or have them debited from their custodial accounts at Fidelity and/or Schwab.”
  • “Multiple households can be billed on a combined net worth, if the appropriate legal arrangements are in place for one party to serve on behalf of another for sharing financial information and management responsibilities.”
  • “Additional hourly fees will be incurred for exceeding the time of the package selected and will be due within 20 days of receiving an invoice from Sound Stewardship.”

How Sound Stewardship, LLC’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 flat or project fee of $3,500 matches the Kansas median of $3,500. 49% of the 43 other Kansas planners that publish a flat or project fee charge less.
  • 7 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Sound Stewardship, LLC

“Sound Stewardship provides wealth management services to Annual Planning Relationship Clients on a discretionary basis, with nondiscretionary management only by request.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

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
0.2% a year
Clients
190
Employees
11
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$284,618,866
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
129755
Website
soundstewardship.com (opens in new tab)
Phone
(913) 317-6000

Can advise clients in 6 states: Iowa, Kansas, Louisiana, Missouri, Nebraska, Texas

Other planners in Overland Park that publish fees

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