Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Minimum Annual Fee:$8,000
Hourly Rate:$100 - $450/hr

Fees vary based on the service provided. Retirement plan consulting fees can be asset-based, flat, or hourly, with flat fees subject to a $5,000 minimum. Hourly fees range from $100 to $450 per hour. HSA and VEBA consulting fees are 0.35% of assets under management with an $8,000 minimum. Individual wealth management fees range up to 1.50% of assets under management. Financial planning services can be billed at a maximum of $500 per hour. All fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

7101 College Blvd., Suite 620, Overland Park, KS, 66210

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Denied
Criminal
December 1995
Final Disposition
Other Business Activities

Bryan is the co-founder and director of myTrueHR, LLC, an HR consulting and services company, spending minimal time per month. He also has an ownership interest in Intellicents, Inc., a holding company for an RIA, dedicating minimal time per month outside of trading hours.

Employment History
Current Registrations
Intellicents Investment Solutions INC
January 2024 - Present · 2 yrs
Previous Registrations
True Wealth & Company
March 2015 - March 2024 · 9 yrs
Research Financial Strategies
July 2013 - July 2015 · 2 yrs
Purshe Kaplan Sterling InvestmentsBroker
July 2013 - January 2016 · 2 yrs 6 mos
Ing Financial Partners, INC
October 2010 - July 2013 · 2 yrs 9 mos
Ing Financial Partners, INC. Broker
October 2010 - July 2013 · 2 yrs 9 mos
Waddell & Reed, INC.
July 2009 - October 2010 · 1 yr 3 mos
Waddell & Reed, INC.Broker
June 2009 - October 2010 · 1 yr 4 mos
National Planning CorporationBroker
April 2007 - April 2008 · 1 yr
Ing Financial Partners, INC
February 2005 - April 2007 · 2 yrs 2 mos
Ing Financial Partners, INC. Broker
January 2004 - April 2007 · 3 yrs 3 mos
Locust Street Securities, INC.Broker
November 2003 - January 2004 · 2 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Bryan Allen Sarff - Financial Advisor | AdvisorDiscover