RIA Intel›Advisers›Kansas›ARTISAN FINANCIAL PLANNING LLC

ARTISAN FINANCIAL PLANNING LLC

Advisory

KS

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account
$255K
across 111 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

KDWALLSTREET INVESTMENT ADVISOR LLC
TOPEKA, KS
$28M
M3SIXTY CAPITAL, LLC
FAIRWAY, KS
$29M
FIDUCIARY STANDARD, LLC
$28M
NORTH FORK FINANCIAL, LLC
HUTCHINSON, KS
$28M
PERSONAL FINANCIAL GROUP
OVERLAND PARK, KS
$29M
-92.7% 1Y
DYNAMIC WEALTH LLC
OVERLAND PARK, KS
$30M

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