Fee-only adviser · Kansas City, MO
Cobb Wealth Management, LLC
Cobb Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of Kansas, Missouri, with its main office in Kansas City, Missouri. On its latest Form ADV, filed March 20, 2026, it reports $37M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Kansas, Missouri |
|---|---|
| Firm CRD number | 146147 · SEC file 801-68796 |
| Office | 1050 West Blue Ridge Blvd. Kansas City, MO 64145 |
| Phone | (816) 350-9500 |
| Website | www.cobbwealth.com |
| Regulatory assets under management | $37M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Kansas City
- Atwood & Palmer, Inc. $2.0B
- Sarver Vrooman Wealth Advisors LLC $452M
- Nicholson Meyer Capital Management, Inc. $338M
- Sterneck Capital Management LLC $328M
- Ryan Poage & Co. $114M
- Greystone Capital Partners Group LLC $101M
See all 17 fee-only advisers in Kansas City →
Nearby
- Mission 4 firms
- Mission Woods 1 firm
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- North Kansas City 4 firms
- Leawood 11 firms
- Overland Park 55 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Cobb Wealth Management, LLC? Update this listing.