Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $500/hr

FAS charges a fee based on a percentage of assets under management, up to 1.50% per year, or a mutually agreed-upon flat dollar fee. A minimum quarterly fee of up to $1,250 ($5,000 annually) may apply, potentially making the cost prohibitive for clients with less than $500,000 of household assets. All fee arrangements are subject to negotiation. Financial planning services are offered on an hourly basis (up to $500/hour) or a fixed engagement fee (up to $25,000).

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
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Advisor Information

Office location

4747 West 135th Street #100, Leawood, KS, 66224

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is General Counsel, IAR, and a shareholder of Financial Advisory Service, Inc. (FAS). He also practices law through John A. Meier, PC and is a managing member of Quebeçoise Holdings, LLC, which owns a boat condominium.

Employment History
Current Registrations
Fas Wealth Partners, INC.
May 1998 - Present · 27 yrs 8 mos
Fas CORP.Broker
August 1997 - Present · 28 yrs 5 mos
Previous Registrations
Mutual Service CorporationBroker
June 1997 - September 1997 · 3 mos
State Registrations4 states
INKSMOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.