Webster Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $150.00 per hour.”

Flat or project fee

$100⁠-⁠$500

“The fixed fee can range between $100.00 and $500.00.”

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

How Webster Wealth Management bills

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

• “An account may be terminated with written notice at 30 days in advance.”
• “Half of the fee is due upfront with the remainder due upon delivery of the financial plan.”
• “If the initial deposit is greater than the amount billed, then the client will be refunded the difference.”

How Webster Wealth Management’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 $100-$500 is below the Missouri median of $3,550. None of the 77 other Missouri planners that publish a flat or project fee charge less.
• None of the 12 other planners in Kansas City that publish a flat or project fee charge less.

About Webster Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

6

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,339,391

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168347

Phone

(402) 689-5268

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

Compare all 28 planners in Kansas City