Your Financial Partnership
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Your Financial Partnership provides financial planning and investment advisory services to individuals, couples, families, and businesses. Offerings include ongoing comprehensive planning (monthly), project-based and hourly planning, investment management, and retirement-plan advisory for employer plans.
The firm generally constructs diversified, low-turnover portfolios using passive vehicles such as index mutual funds and ETFs, while also applying fundamental and cyclical analysis and selective active management in specific sectors when deemed appropriate. Client relationships are organized around investor profiles and investment policy statements, with periodic account reviews and ongoing monitoring and communication for comprehensive-planning clients.
Distinctive features include a relatively small asset base (about $9.19 million AUM across 39 clients) and no stated account minimum, alongside explicit retirement-plan advisory capabilities that can include ERISA fiduciary/3(38) investment oversight for employer plans. The principal holds CFP certification and a college-planning credential (CCFC), and the firm offers a mix of fee arrangements (monthly planning, fixed-fee projects, hourly, and AUM tiers), which together differentiate it from many peers that focus primarily on AUM-based individual portfolio management.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range from $1,500 to $15,000
$0 - $500,000: 0.80% $500,001 - $1,000,000: 0.75% $1,000,000 - $2,500,000: 0.70% $2,500,000+: 0.60%
Hourly rate between $200 - $500 per hour (negotiable)
Comprehensive Financial Planning fees $200 - $750 per month, paid monthly in advance (negotiable)
Fee-only: Financial Planning fixed fees range from $1,500 to $15,000 (negotiable)
Main office
210 SW Market St., Suite #209
Lees Summit MO 64063-2314
Advisors at this office
1
Most active in
Kansas · Missouri
Also doing business as
Virtual Planning Group LLC · Your Financial Partnership
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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