Voyage Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$195/hr

“FINANCIAL PLANNING and CONSULTING Voyage charges financial planning fees either on an hourly rate of $195 per hour for individual modules or a flat fee ranging between $2,500 and $3,500 for comprehensive financial planning.”

Flat or project fee

$2,500⁠-⁠$3,500

From the same sentence as above.

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

How Voyage Wealth Management LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Voyage Wealth Management LLC’s fees compare

• Its hourly rate of $195 is below the Kansas median of $250. 14% of the 59 other Kansas planners that publish an hourly rate charge less.
• None of the 4 other planners in Lenexa that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$3,500 is below the Kansas median of $3,500. 40% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Lenexa that publish a flat or project fee charge less.

About Voyage Wealth Management LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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% a year

Clients

25

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,554,872

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168471

Website

voyagewealth.com (opens in new tab)

Phone

(510) 384-5127

Other planners in Lenexa that publish fees

• Challenge Everything Financial LLCLenexa$500⁠-⁠$750/hr, $100⁠-⁠$2,500/mo
• Chladek Wealth Management, LLCLenexa$300/hr, $1,500
• Dogwood Wealth Management, LLCLenexa$250/hr, $80/mo
• Professional Asset Management, IncLenexa$300/hr, $500⁠-⁠$3,000

Compare all 5 planners in Lenexa