Tartan Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $150 and $500.”

Flat or project fee

$250⁠-⁠$2,500

“5 The rate for creating client financial plans is between $250 and $2,500.”

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

How Tartan Financial Group, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of TFG's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TFG's fees within five business days of signing the Investment Advisory Contract.”

How Tartan Financial Group, LLC’s fees compare

• Its hourly rate of $150-$500 spans the Kansas median of $250. 78% of the 59 other Kansas planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,500 is below the Kansas median of $3,500. 19% of the 43 other Kansas planners that publish a flat or project fee charge less.

About Tartan Financial Group, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342445

Website

tartanfinancialgroup.com (opens in new tab)

Phone

(816) 695-7811

Other planners in Kansas that publish fees

• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• 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

Compare all 147 planners in Kansas