Triune Financial Partners, LLC fees and pricing
Financial planner in Overland Park, Kansas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Triune Financial Partners, LLC charges a flat or project fee of $100-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$25,000
“Our Financial Planning fees are calculated and charged on either an hourly or fixed fee basis, typically ranging from $100 to $25,000, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Triune Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed in arrears at the end of each calendar quarter.”
- “If services are terminated after the initial five-day period, any fees will be pro-rated and billed to the client.”
- “These fees are negotiable and vary greatly based upon the size of the plan and the services Triune will be providing.”
How Triune Financial Partners, LLC’s fees compare
- Its flat or project fee of $100-$25,000 spans the Kansas median of $3,500. 91% of the 43 other Kansas planners that publish a flat or project fee charge less.
- 17 of the 17 other planners in Overland Park that publish a flat or project fee charge less.
About Triune Financial Partners, LLC
- Firm size: 24 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- 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
- 1.5% a year
- Clients
- 770
- Employees
- 24
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $1,521,867,237
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152277
- Phone
- (913) 825-6100
Can advise clients in 24 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Louisiana, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, Washington
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.