White Sand Wealth Management fees and pricing
Financial planner in Liberty, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 24, 2026, White Sand Wealth Management charges $250 an hour, a flat or project fee of $3,000-$5,000, and a monthly fee of $1,458 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning engagements are offered at an hourly rate of $250 per hour, depending on complexity.”
- Flat or project fee
- $3,000-$5,000
“The fixed fee can range between $3,000 and $5,000.”
- Monthly fee
- $1,458/mo
“The monthly fee would be $1,458.33.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How White Sand Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How White Sand Wealth Management’s fees compare
- Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$5,000 spans the Missouri median of $3,550. 52% of the 77 other Missouri planners that publish a flat or project fee charge less.
About White Sand Wealth Management
- Principal: Joel Huet
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2019 (7 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% a year
- Clients
- 188
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and state and local governments
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $172,416,408
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304614
- Phone
- (816) 429-6743
Can advise clients in 4 states: Florida, Kansas, Missouri, Texas
Other planners in Liberty that publish fees
- Snider Talbot Financial Planning LLCLiberty$250/hr
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/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.