Challenge Everything Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,090,396
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$123,616
About
The firm provides financial planning and portfolio management to individual clients (including higher-net-worth individuals) and offers retirement plan consulting to small businesses. Services include comprehensive and project-based financial planning, ongoing investment management, and access to private placement opportunities for accredited investors.
The firm describes a fee-only advisory model and is moving from legacy asset-based tiers toward flat recurring fees and project or hourly arrangements rather than relying primarily on percentage-of-assets billing. Portfolios are constructed using a blend of passive and active strategies, fundamental and fund analysis, and, when appropriate, model portfolios or outside managers accessed through third‑party platforms.
Notable distinctions for a solo independent adviser include an explicit affiliation with an accounting provider for integrated tax-preparation services and an explicit retirement/pension consulting capability for plan sponsors. The brochure also discloses the firm’s practice of facilitating private placements only for established clients and its use of model marketplaces and outside managers—features that are less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business sale tax planning
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Initial comprehensive financial plan fee up to $25,000; initial skeleton financial plan fee up to $5,000; project-based fixed fees up to $30,000
$0 - $100,000: $750 per $100,000 in assets (prorated) $100,000 - $200,000: $750 per $100,000 in assets (prorated) $200,000 - $300,000: $750 per $100,000 in assets (prorated) $300,000 - $400,000: $750 per $100,000 in assets (prorated) $400,000 - $500,000: $750 per $100,000 in assets (prorated) $500,000+: $750 per $100,000 in assets (prorated)
$250 to $750 per hour for project-based financial planning
Recurring fixed fees from $100 to $2,500 per month for ongoing financial planning and investment management
Minimum fee: Minimum yearly fees of $3,750 for Full-Service Money Advice (Investment Management with financial planning for clients under $500K assets) Fee-only: Flat fees ranging from $100 to $2,500 per month for ongoing financial planning and investment management; fixed fees up to $30,000 for project-based financial planning; hourly fees from $250 to $750 per hour for financial planning
Main office location
Challenge Everything Financial LLC
10000 Marshall Dr
Lenexa KS 66215, United States
Number of offices
1
Most active in
Challenge Everything Financial LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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