Wolf Bay Wealth Partners fees and pricing

Published fees

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

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$2,500⁠-⁠$12,000

“Fixed fee rates range between $2,500 to $12,000.”

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

How Wolf Bay Wealth Partners bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Wolf Bay Wealth Partners’ fees compare

• Its hourly rate of $400 is above the Kansas median of $250. 92% of the 59 other Kansas planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$12,000 spans the Kansas median of $3,500. 81% of the 43 other Kansas planners that publish a flat or project fee charge less.

About Wolf Bay Wealth Partners

• Principal: John Clark
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

0.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331212

Phone

(913) 405-9770

Other planners in Leawood that publish fees

• Critical Capital LLCLeawood$250/hr, $2,500⁠-⁠$25,000
• Oread Wealth PartnersLeawood$7,000/yr
• Abundance Wealth ManagementManhattan$250/hr, $3,000
• Agh Wealth Advisors, LLCWichita$350/hr
• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000

Compare all 9 planners in Leawood