Java Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Java Wealth Planning serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm’s services range from full ongoing planning and investment management to shorter, focused engagements (MVP) and an education‑focused “Pair Programming” option, and it facilitates personal tax return preparation through an independent third‑party accountant.
For investment management JWP primarily implements passive, model portfolios built from index mutual funds and ETFs (notably funds from Vanguard and BlackRock), constructs client‑specific Investment Policy Statements, and manages accounts on a discretionary basis with periodic rebalancing. The firm uses a digital custodial platform and emphasizes low‑cost, tax‑aware implementation of its asset allocation models.
Distinctive features noted in the brochure include a fee model based on fixed and tiered flat‑dollar engagements rather than a percentage‑of‑assets approach, and a practice of offering public educational seminars and speaking engagements. The firm also references third‑party ratings in its public materials and is led by a CFP®‑credentialed adviser with a technology background, which the brochure links to the firm’s digital integrations and service delivery.
Client services
Expertise
Fee options
Pair Programming service fixed fee ranges from $4,800 to $8,000; MVP service fixed fee ranges from $1,800 to $4,800
$0 - $2,000,000: $9,000/year (fixed annual fee) $2,000,001 - $4,000,000: $15,000/year (fixed annual fee) $4,000,001+: Custom quote, negotiated fee
Minimum fee: Initiation fee ranges from $1,800 to $4,000 due at start of engagement Fee-only: Fixed fees for financial planning and portfolio management services as noted in fee tiers; Pair Programming fixed fee $4,800-$8,000; MVP fixed fee $1,800-$4,800
Main office
Lees Summit MO
Advisors at this office
2
Most active in
California · Missouri · New York · Texas
Also doing business as
Java Wealth Planning · Java 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
Quick links
Advisors at this firm
Christopher L
Series 65
Lee's Summit, MO
Java Wealth Planning
Christopher Lea is a financial advisor at Java Wealth Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at Vallenwood Financial Services LLC. Outside of finance, he is involved in martial arts instruction through New Star Martial Arts LLC and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a passive, model-portfolio approach using Vanguard and BlackRock funds and emphasizes fixed fee structures alongside educational seminars and client teaching engagements.
Mike Z
CFP®
Lees Summit, MO
Java Wealth Planning
Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.
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