Flattery Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flattery Wealth Management serves primarily individual and high-net-worth clients, offering financial planning and discretionary investment portfolio management; the firm reports managing approximately $17.47 million across about 58 client households. Financial planning is offered on an hourly, fixed-project, or recurring basis, while investment management fees are billed as a percentage of assets under management.
The firm describes a fundamental value, buy-and-hold investment approach that emphasizes setting an appropriate strategic asset allocation via a client-specific investment policy statement and periodic rebalancing. Portfolios are constructed from individual stocks, ETFs, and actively managed mutual funds, and separately managed accounts are customized to household guidelines, including the ability to retain pre-existing securities or impose investment restrictions.
Noteworthy deviations from many solo independent advisers include the firm’s disclosure and advertising of performance results, and an unusually detailed treatment of cryptocurrency (bitcoin) risks with an explicit practice to limit bitcoin exposure relative to a client’s risk tolerance. The brochure also highlights operational features that differ from some peers: use of an institutional custodian platform (Altruist), a policy that clients retain proxy voting authority, and a disclosure that professional liability insurance is not currently carried for Kansas clients.
Client services
Expertise
Fee options
Fixed project rates ranging from $500 to $5,000 for financial planning services.
$0 - $200,000: 1.5% annually $200,001+: 0.5% annually
$300 per hour for financial planning services.
Recurring financial planning service fee up to $6,000 per year, payable annually, semiannually, or monthly.
Fee-only: Financial planning fees ranging from $500 to $5,000 per project; recurring planning fees up to $6,000/year; hourly rate of $300/hour.
Main office
1520 Clay Street, Suite F 3
North Kansas City MO 64116
Advisors at this office
1
Most active in
Iowa · Kansas · Missouri · Texas
Also doing business as
Flattery Wealth Management LLC · Flattery Wealth Management, LLC · Simple Wealth Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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