Steffes Financial, LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$300

“Depending on the complexity of the situation and the needs of the clients, the hourly rate for financial planning and consulting services is between $200 and $300.”

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

How Steffes Financial, LTD bills

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

• “The above fee is negotiable based on each Client’s specific situation.”
• “Fees are due on the first business day following the quarterend and are based on the account’s asset value as of the last business day of the quarter regardless of the cash flows and transfers during the quarter being billed.”
• “Clients will have a period of five (5) business days from the date of signing an investment advisory agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

How Steffes Financial, LTD’s fees compare

• Its flat or project fee of $200-$300 is below the Kansas median of $3,500. None of the 43 other Kansas planners that publish a flat or project fee charge less.
• None of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Steffes Financial, LTD

• Principal: Grant G. Steffes
• Firm size: 4 employees.
• Founded: 1997 (29 years).

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

218

Employees

4

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

$611,455,054

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

134530

Website

steffesfinancial.com (opens in new tab)

Phone

(913) 722-1111

Can advise clients in 4 states: Kansas, Missouri, Nebraska, Texas

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