Flattery Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,473,377
Clients
58
5% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$301,265
About
Flattery Wealth Management serves primarily individual and high-net-worth clients, offering financial planning and discretionary investment portfolio management; the firm reports managing approximately $17.47 million across about 58 client households. Financial planning is offered on an hourly, fixed-project, or recurring basis, while investment management fees are billed as a percentage of assets under management.
The firm describes a fundamental value, buy-and-hold investment approach that emphasizes setting an appropriate strategic asset allocation via a client-specific investment policy statement and periodic rebalancing. Portfolios are constructed from individual stocks, ETFs, and actively managed mutual funds, and separately managed accounts are customized to household guidelines, including the ability to retain pre-existing securities or impose investment restrictions.
Noteworthy deviations from many solo independent advisers include the firm’s disclosure and advertising of performance results, and an unusually detailed treatment of cryptocurrency (bitcoin) risks with an explicit practice to limit bitcoin exposure relative to a client’s risk tolerance. The brochure also highlights operational features that differ from some peers: use of an institutional custodian platform (Altruist), a policy that clients retain proxy voting authority, and a disclosure that professional liability insurance is not currently carried for Kansas clients.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed project rates ranging from $500 to $5,000 for financial planning services.
$0 - $200,000: 1.5% annually $200,001+: 0.5% annually
$300 per hour for financial planning services.
Recurring financial planning service fee up to $6,000 per year, payable annually, semiannually, or monthly.
Fee-only: Financial planning fees ranging from $500 to $5,000 per project; recurring planning fees up to $6,000/year; hourly rate of $300/hour.
Main office location
Flattery Wealth Management LLC
1520 Clay Street, Suite F 3
North Kansas City MO 64116, United States
Number of offices
1
Most active in
Flattery Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Kansas · Missouri · 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 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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")