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10955 Lowell Avenue, Suite 400, Overland Park, KS 66210

913-712-0027
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Through the years, clients have told us that with prior financial firms, they didn’t fully understand what they were paying or what they should be getting in return. They didn’t know how the representative was compensated and it sometimes felt salesy.

At Alegría Wealth, you can safely ask, “How much does this cost?”. You can even choose how you engage with us based on your needs and where you are in life’s journey.

In that spirit, let’s lift the veil and provide transparency on what it costs.

20 min intro call = complimentary

Have a quick question or two? Let’s talk!

60 min call = $395

Your Foundations of Financial Planning meeting can be done via phone, Microsoft TEAMS, or in our Overland Park, KS office. In this meeting, we’ll review your financial situation, goals, and concerns. Schedule here.

Financial Planning

By the Hour= $300/hour

You may be a new investor and have little or no money saved.

You may be a seasoned investor with significant assets held elsewhere. Under this arrangement, you would pay a flat hourly rate. There is no additional cost or obligation!

By the Plan = $2,400 - $6,000

By-the-Plan pricing depends upon the complexity of your situation. Financial planning software is utilized to look broadly at investments, insurance, and how you’re tracking toward your goals. At plan completion, you’ll know if you’re on track and what changes you can make to improve your situation.


To request a quote, please  schedule a 60-minute Foundations of Financial Planning meeting. Once we understand your needs, we’ll quote a fixed price for the financial plan. If you move forward, we’ll waive $100 of the Foundations fee (subtract it from your final bill) and we’ll get busy on your plan!

Investment Management + Financial Planning
 

For new clients with $400,000+ to invest, we will open accounts, provide investment management, and meet regularly to review the accounts. We will also include complimentary financial planning services as needed based on AUM (Assets Under Management).*

This is our most comprehensive option!

Clients pay an annualized advisory fee of 1.25% declining based on household AUM. A pro-rata amount is deducted from their accounts quarterly to pay the advisory fee. Additional program/platform fees may apply, up to 1.05%.  Advisory programs include Prime Portfolio Services, Premier Portfolio Management, and SEI.

For those with less than $400,000, or with significant assets held elsewhere, we can work together under a Financial Planning Consulting Agreement to provide the services listed below.** Investment management will not be provided and By the Hour or By the Plan rates will apply.

*A complimentary no cost or obligation Financial Planning package is provided to new clients starting at AUM over $400,000.

**Financial Planning will be provided based on the needs of the client. It may consist of topics such as retirement planning, asset allocation, risk management, cash flow analysis, college savings, and insurance (disability, life, and long-term care). Supplementary services may require an additional fee.

Regardless of which option you choose, we are grateful you’re here and we look forward to working with you.

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Take steps today to build a secure financial future for yourself and your loved ones.

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