Yeisley Wealth Solutions, Inc. fees and pricing
Financial planner in Wichita, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Yeisley Wealth Solutions, Inc. charges $450 an hour and a flat or project fee of $3,500 for financial planning.
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
- $450/hr
“Randy Yeisley’s hourly rate is typically $450 with other financial planners and investment adviser representatives billed at lower rates between $150 and $375.”
- Flat or project fee
- $3,500
“The fixed fee ranges from $3,500 up to a maximum of $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yeisley Wealth Solutions, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “March 2026 You will pay in advance a fee of $1,000 to Yeisley Wealth Solutions that will be available for us to bill hourly fees against for our financial planning and consulting services.”
- “However, under no circumstances will Yeisley Wealth Solutions require you to pay fees of more than $500 more than six months in advance.”
- “The remaining fee is due upon completion and presentment of the financial planning and consulting services.”
How Yeisley Wealth Solutions, Inc.’s fees compare
- Its hourly rate of $450 is above the Kansas median of $250. 95% of the 59 other Kansas planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Wichita that publish an hourly rate charge less.
- Its flat or project fee of $3,500 matches the Kansas median of $3,500. 49% of the 43 other Kansas planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Wichita that publish a flat or project fee charge less.
About Yeisley Wealth Solutions, Inc.
- Firm size: 10 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- 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
- 1.5% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 425
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $75,331,358
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151018
- Phone
- (316) 719-2900
Can advise clients in 5 states: Georgia, Kansas, North Carolina, Oklahoma, South Carolina
Other planners in Wichita that publish fees
- Agh Wealth Advisors, LLCWichita$350/hr
- Coordinated Financial ManagementWichita$75/hr, $6,850/qtr
- Farrecian Investments IncWichita$200/hr, $500-$2,500
- Gentry Private WealthWichita$350/hr
- StewardrightWichita$1,500-$5,000, $100-$1,000/mo
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.