Java Wealth Planning
8yrs
8 years in the industry
Java Wealth Planning
Location not listed. Legal name: Java Wealth Planning LLC
About the firm
A registered investment advisory firm. It manages about $20.4 million for roughly 31 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?Flat or fixed fees
Typical client size ?$658,656
Assets under management ?$20.4 million
Individual clients31
Median years of experience6
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshopsOther services
Advisors at Java Wealth Planning
2Advisors
6Median years of experience
1States with offices
–Offices
Also known as
Java Wealth Planning LLC
About Java Wealth Planning
How do I contact Java Wealth Planning?
Call the main office at (816) 656-3210. The main office is at , .
How is Java Wealth Planning paid?
The firm reports being paid by flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Java Wealth Planning offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops, Other services.
How many advisors work at Java Wealth Planning?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.