An investment in you.

Accessible financial planning is here. Our comprehensive relationship models help our clients:
Feel more confident in their money
Have more time to spend with their family
Find peace of mind in their financial future

AllPlan

A planning relationship designed for singles and couples

Life planning
College savings
Risk management
Debt management
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Salary review & recommendations

Annual review meetings
+ check-ins as needed

$750 initial planning fee
$200
/month for singles or
$250
/month for couples

+0.35% AUM (optional)

AllBuild

Designed for families or those with more complex needs

Life planning
College savings
Risk management
Debt management
Cash flow planning
Retirement strategy
Investment management
Company benefit planning
Tax-advantaged investing
Tax planning
Estate planning
Equity compensation planning
Salary review & recommendations


Semi-annual Review Meetings
+ check-ins as needed

$750 initial planning fee
$300/month
+0.35% AUM (optional)

+$150-600/month for business planning

AllGrow

Designed for those with over $350k in investable assets

Includes everything that we cover in AllBuild, but with an emphasis on growing your net worth, preserving what you have, and building generational wealth



Get to know our award-winning investment partner 🏆
Altruist

$750 initial planning fee
$350k - $750k • 1% AUM
$750k - $2mm • 0.8% AUM
$2mm+ • 0.6% AUM

(Fees cap at $25,000/yr)

Next steps

1)  Schedule your free Get to Know Call
2)  We go over your situation to see if it makes sense to work together
3)  Take some time to think about it

📱 816-974-7124

📨 hello@allstreetwealth.com


Offices:
📍Kansas City, MO
📍Indianapo
lis, IN


🖥 Virtually serving clients nationwide

The firm is a registered investment adviser with the state of Missouri and Indiana, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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