Your Financial Partnership
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,191,258
Clients
39
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$235,673
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
Occupation focus
Founder/Business Owner
Executive
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 location
Your Financial Partnership
210 Sw Market St., Suite #209
Lees Summit MO 64063-2314, United States
Number of offices
1
Most active in
Your Financial Partnership 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
Quick links
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