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
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)
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
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)
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
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📱 816-974-7124
📨 hello@allstreetwealth.com
Offices:
📍Kansas City, MO
📍Indianapolis, IN
🖥 Virtually serving clients nationwide
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All Rights Reserved.
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