Financial Management Consultants LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
30
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$0
About
The firm advises individuals and couples at various stages of life, and also works with related trusts, estates, businesses, and retirement plans. Engagements range from single, targeted meetings to multi-year comprehensive financial planning covering investments, income tax considerations, estate planning, retirement, insurance, education funding, and cash and debt management.
Investment guidance centers on setting a target allocation between fixed-income and equity investments based on client risk tolerance and goals; fixed-income recommendations often favor individual bonds or CDs arranged in a bond ladder, while equity exposure is generally sought through no-load mutual funds or individual stocks, and the firm also advises on exercising employer stock options. The firm does not provide discretionary portfolio management or custody, does not execute client trades, and instead assists clients with implementation and coordination using brokerages selected by the client.
Distinctive features include exclusive reliance on hourly fees rather than percentage-of-assets pricing and a practice profile in which about 70% of billings arise from non-investment planning services, indicating a focus on advice and implementation over asset management. The firm operates as a long-established solo practice with a small client base and has chosen not to carry professional liability insurance, reflecting its non-discretionary service model.
Client services
Financial planning
Selection of other advisers
Expertise
Income planning
General estate planning guidance
Cash flow / budgeting
Equity Recipients (RS/RSU, SOP, ESPP)
Fee options
$75 to $270 per hour, negotiable, no minimum fee
Fee-only: Hourly fees only
Main office location
Financial Management Consultants LLC
4121 West 83 Rd Street Suite 150
Prairie Village KS 66208-5303, United States
Number of offices
1
Most active in
Financial Management Consultants LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
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 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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