Pricing & Process
Our Focus
At Wichita Wealth, we provide fee-only, fiduciary financial planning services for our clients.
We believe clients are happier, healthier, and wealthier with Wichita Wealth as their trusted advisor.
Pricing
Ongoing Asset Management is more than just strategies and oversight—you get a partner dedicated to protecting your wealth and helping you achieve what matters most to you. This foundational service tier is designed to adapt to your needs, delivering real value, and peace of mind over time.
Ongoing Asset Management
Most
Popular
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An initial Financial Plan with regular reviews and updates
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Ongoing Asset Management
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Personal Online Dashboard
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Exclusive Monthly Client Memo
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Yearly Service Calendar
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Biannual Strategy Meetings
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Unlimited additional meetings with a dedicated CFP® professional
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Unlimited support available
1.0 - 1.5% of Assets Under Management
Financial Plans
For those seeking a one-time, Project-Based Financial Plan, we offer a focused approach in these Financial Plan Tiers. While these options provide valuable insights and guidance, most of our clients find Ongoing Asset Management to be the best value for achieving well-rounded, long-term success and peace of mind.
Standard
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A Project-Based Financial Plan
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Completely customized to your circumstances, priorities, and future goals with expert insights through advanced planning software
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Advice on Tax, Estate, HSA,
Insurance, Debt Management,
Retirement, and Investments -
2-3 meetings with a
dedicated CFP® professional -
Support available for 60 days
following our final meeting
$3,200 - 6,700
Premium
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A Project-Based Financial Plan
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Everything from the Standard Tier
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3-4 meetings with a
dedicated CFP® professional -
Up to 3 additional implementation meetings with support available for six months
$11,250 - 14,695
Elite
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A Project-Based Financial Plan
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Everything from the Standard & Premium Tiers
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Monthly meetings with a
dedicated CFP® professional for one year -
Unlimited support available for one year
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Assistance with all implementation
Call For Pricing
Our Process
1. Initial Phone Call
In this 30-45 minute call, we will introduce ourselves and gather your basic financial information. This call helps us understand your unique situation, as well as what you are seeking in a Financial Advisor to ensure we are the best fit for you.
3. Client Services Agreement
This marks the beginning of your client relationship with Wichita Wealth! We will review and sign our Client Services Agreement as well as ensure all of the necessary paperwork is completed accurately.
5. New Client Onboarding
At this point in the process, we will get started on your investment and financial plan. The specific steps from this point on will be tailored to the pricing tier you selected, as well as your unique financial complexity and your identified goals as we work together to achieve your financial aspirations!
2. Discovery Meeting
The Discovery Meeting is totally free and no-obligation. In this meeting you will meet directly with Jonathan. It typically lasts an hour and within that, we will go into more depth on your financial situation, as well as your big-picture goals. We will also share our investment philosophy, discuss our services, and review our pricing. The only hard-sell will be at the end of the meeting when Jonathan will ask if you would like for him to send you a proposal to work together.
4. Discuss Specific Financial Goals
We are dedicated to understanding your personal values and financial aspirations. We will meet to discuss your unique goals and priorities to ensure that the services and plan we create align with your wants and needs. This step is essential for crafting a financial plan that reflects the vision you have for your future. Then, we will walk you through your next steps as a client.
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