Do I have to be in the Kansas City metro area or can you work with me remotely?
You’re in luck! I can work with clients anywhere in the U.S. through Zoom. This allows us to be as efficient and environmentally-friendly as possible and avoid unnecessary travel time. I also work in person with clients who live near Kansas City.
Are you a flat fee, fee-only fiduciary advisor? Why would I want a CFP® Professional?
Yes! This means that I put your interests first. As a fee-only fiduciary planner I accept no commissions or referral fees from any provider of financial products or services. I am paid only by my clients directly. Thus I can provide un-compromised, unbiased advice in the best interests of my clients at all times. I would have it no other way! For more information please read about fee-only advising here.
As a flat-fee advisor I do not charge AUM fees. The amount of assets a client has under management does not impact their fee. For more information please read about flat-fee vs. AUM based financial advisors here and here.
Learn how a CFP® Professional works for you here.
Do you offer ESG models and portfolios?
Yes! We offer ESG (environmental, social, and governance) investing for those clients who are interested. We utilize ETFs (exchange traded funds) as well as mutual funds from several of the world's leading providers of investment, advisory and risk management solutions.
Is there a minimum amount of money I have to have to work with you?
Not at all! We believe that financial planning should be accessible to everyone, especially musicians and other performing artists who often feel overlooked by the financial services industry. You deserve to work with a CERTIFIED FINANCIAL PLANNER™ professional no matter your income or net worth.
What if I decide to stop working with you? How do I transfer my money?
While we certainly want to invest in long-term relationships with our clients, you are always in control of your money. Your money is held with a standard custodian. You have the option to stop working with us any time, and you may continue to access your money or move it wherever you want.
We are proud to be a LGBTQ+ friendly financial planning firm 🏳️🌈
We believe that everyone deserves access to financial planning and investment management services regardless of their age, gender, gender identity, race, religion or belief, net worth, income or disability. Artisan Financial Planning strives at all times to create an environment that is safe and open to everyone.