Weatherby Capital, LLC fees and pricing
Financial planner in Kansas City, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Weatherby Capital, LLC charges $150 an hour and a flat or project fee of $1,500-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The Advisor’s hourly fee will be billed at a rate of $150 per hour and will be negotiated and agreed upon by the parties in advance.”
- Flat or project fee
- $1,500-$12,000
“Weatherby Capital will charge a fixed fee for holistic Financial Planning Services in the range of $1,500 to $12,000 per plan as negotiated and contracted for with client in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Weatherby Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “As mentioned above, Weatherby Capital’s fee is negotiable.”
- “The program sponsor will deduct the overall fee from the client account quarterly, in arrears, based on the average daily value of assets in the account during the quarter.”
How Weatherby Capital, LLC’s fees compare
- Its hourly rate of $150 is below the Missouri median of $250. 5% of the 88 other Missouri planners that publish an hourly rate charge less.
- None of the 13 other planners in Kansas City that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$12,000 spans the Missouri median of $3,550. 75% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 11 of the 12 other planners in Kansas City that publish a flat or project fee charge less.
About Weatherby Capital, LLC
“In the course of providing Investment Advisory Services or Financial Planning Services, Mr.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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
- 7
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $2,428,795
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333716
- Phone
- (816) 604-9443
Other planners in Kansas City that publish fees
- Bluevine AdviceKansas City$500, $25-$1,000/mo
- Buttonwood Financial Group, LLCKansas City$300-$600/hr, $300-$30,000/qtr
- Chase Wealth ManagementKansas City$1,000-$10,000
- Cobb Wealth Management, LLCKansas City$200/hr
- Craft & Sage WealthKansas City$500/hr, $5,000
- Divvi Wealth ManagementKansas City$250/hr
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.