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 W 135 Street, Suite 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

Anna is an investment advisor representative (IAR) at Financial Advisory Service, Inc. (FAS), a fee-based financial planning and investment management firm. FAS has common ownership of its affiliated broker/dealer, FAS Corp.

Employment History
Current Registrations
Fas Wealth Partners, INC.
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Fas CORP.Broker
February 2020 - December 2022 · 2 yrs 10 mos
Ivy Distributors, INC.Broker
August 2005 - March 2019 · 13 yrs 7 mos
Waddell & ReedBroker
August 2005 - February 2019 · 13 yrs 6 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.