Fee-only adviser · Leawood, KS
Everest Wealth Management
Everest Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Leawood, Kansas. On its latest Form ADV, filed February 11, 2026, it reports $237M in regulatory assets under management, 91 individual clients 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 | SEC-registered |
|---|---|
| Firm CRD number | 133823 · SEC file 801-80718 |
| Office | 4901 W. 136 Street, Suite 1 Leawood, KS 66224 |
| Phone | (913) 387-2017 |
| Website | www.everestwealth.com |
| Regulatory assets under management | $237M |
| Individual clients | 73 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Leawood
- Mitchell Capital Management Co $847M
- Normandy Investment Advisors $273M
- Insight Investment Advisers LLC $72M
- Viawealth, LLC $261M
- Monarch Wealth Management, LLC $50M
- Oread Wealth Partners $17M
See all 11 fee-only advisers in Leawood →
Nearby
- Overland Park 55 firms
- Prairie Village 2 firms
- Lenexa 2 firms
- Mission 4 firms
- Mission Woods 1 firm
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Kansas City 17 firms
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