PlannerFees

Your Financial Partnership fees and pricing

Financial planner in Lees Summit, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Your Financial Partnership charges $200⁠-⁠$500 an hour, a flat or project fee of $1,500⁠-⁠$15,000, and a monthly fee of $200⁠-⁠$750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$500/hr
“Financial Planning for an Hourly Fee Financial Planning may be offered on an hourly rate between $200 - $500 per hour, depending on complexity and needs of the client.”
Flat or project fee
$1,500⁠-⁠$15,000
“The fixed fee can range between $1,500 and $15,000 based on client complexity and needs.”
Monthly fee
$200⁠-⁠$750/mo
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $200 - $750 per month.”

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

How Your Financial Partnership bills

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

  • “The fee may be negotiable in certain cases.”
  • “Upon termination of any services, the fee will be prorated and any unearned fee will be refunded to the client.”
  • “Fees for this service may be paid by electronic funds transfer, check, or credit card.”

How Your Financial Partnership’s fees compare

  • Its hourly rate of $200-$500 spans the Missouri median of $250. 81% of the 88 other Missouri planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$15,000 spans the Missouri median of $3,550. 84% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Lees Summit that publish a flat or project fee charge less.

About Your Financial Partnership

“We provide financial planning services in various formats.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Dean Lyman
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
0.8% a year
Clients
39
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$9,191,258
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
297089
Website
yourfinancialpartnership.com (opens in new tab)
Phone
(816) 208-8846

Can advise clients in 2 states: Kansas, Missouri

Other planners in Lees Summit that publish fees

Compare all 3 planners in Lees Summit

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.