Advisor at Coplanning Financial LLC
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Firm
Coplanning Financial LLC
Location
Overland Park, KS 66210
Credentials
CFP®
Industry experience
10 years
To work with the wide range of problems Chinese & Asian Americans face, I have a range of flat fee offerings:
CoRetire is our ongoing investment management and planning service has the following flat-fee schedule for clients of different investible wealth:
$4,500/yr for below $800k $7,200/yr for $800k-$1.5M $9,900/yr for $1.5M and above
For those comfortable with managing their own investments and want a professional opinion on how ready they are for retirement and how to lower taxes by pulling out retirement income from the right accounts, we offer TotalPlan for $6,900 for an in depth retirement plan that includes investment, retirement projections, tax planning, life | disability | long term care insurance review, and beneficiary planning.
We can give you an accurate fee schedule after an initial conversation.
Financial planning service (TotalPlan) fee: $6,900 (negotiable, up to $12,000)
$0 - $800,000: $4,500 annually (flat fee) $800,001 - $1,500,000: $7,200 annually (flat fee) $1,500,001+: $9,900 annually (flat fee)
Minimum fee: CoRetire service annual flat fees: $4,500 (for $0-$800,000 investable assets), $7,200 (for $800,001-$1,500,000), $9,900 (above $1,500,000) Fee-only: Financial planning service (TotalPlan) fee: $6,900 (negotiable, up to $12,000)
7300 West 110 Th Street, Commerce Plaza I, 7 Th Floor
Overland Park, KS 66210
California · Kansas · Missouri · New York · Texas
CoPlanning Financial
2021 - Present (5 years)
TD Ameritrade Investment Management
2018 - 2021 (3 years)
Plancorp, LLC
2016 - 2018 (2 years)
Morgan Stanley
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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