The Perspective Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$325/hr

“Fees for Advisory Services Wealth Management Services Advanced Planning $325/hour for lead CFP® Professionals $250/hour for CFP® Professionals and CPA Professionals $175/hour for analysis and or administrative work by professional team member(s) without any professional designations.”

Annual fee

$5,000/yr

“Page 11 of 42 Guided Wealth Portfolios (GWP)3 Guided Wealth Portfolio Assets under Management Annual Fee % From $5,000 .50 Wealth Vision Wealth Vision is The Perspective Group’s comprehensive view of your wealth and vision of your future.”

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

How The Perspective Group bills

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

• “Wealth Vision planning and analysis is billed as part of our Advanced Planning hourly rates.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “All fees are negotiable; this may vary depending on the nature of the client’s individual needs, account investment size, complexity and particular management services requested by the client.”

How The Perspective Group’s fees compare

• Its hourly rate of $250-$325 is above the Kansas median of $250. 63% of the 59 other Kansas planners that publish an hourly rate charge less.
• None of the 2 other planners in Lawrence that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the Kansas median of $5,050. 43% of the 21 other Kansas planners that publish an annual fee charge less.

About The Perspective Group

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 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

1.15% a year

Clients

295

Employees

5

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$225,078,095

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175294

Website

LINKEDIN.COM/in/theperspectivegroup (opens in new tab)

Phone

(785) 749-1881

Can advise clients in 5 states: California, Florida, Kansas, Missouri, Texas

Other planners in Lawrence that publish fees

• Kaylin Dillon Financial PlanningLawrence$350/hr, $8,400
• Mattern Wealth Management LLCLawrence$300/hr
• Retirement Portfolios, LLCLawrence$500⁠-⁠$10,000
• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr

Compare all 7 planners in Lawrence