Tomassi Financial Planning, LLC fees and pricing

Published fees

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

Hourly rate

$200⁠-⁠$250/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $250.”

Flat or project fee

$6,000⁠-⁠$8,000

“Depending upon the complexity of the situation and the needs of the client, the fixed rate for creating client financial plans is between $6,000 and $8,000.”

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

How Tomassi Financial Planning, LLC bills

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

• “Clients may select the method in which they are billed.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the quarter up to and including the day of termination.”

How Tomassi Financial Planning, LLC’s fees compare

• Its hourly rate of $200-$250 is below the Kansas median of $250. 32% of the 59 other Kansas planners that publish an hourly rate charge less.
• Its flat or project fee of $6,000-$8,000 is above the Kansas median of $3,500. 77% of the 43 other Kansas planners that publish a flat or project fee charge less.

About Tomassi Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 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

1.1% a year

Minimum

No minimum stated in brochure

Clients

34

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$23,250,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166577

Website

tomassifinancialplanning.com (opens in new tab)

Phone

(970) 232-8851

Can advise clients in 2 states: Colorado, Kansas

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