Brenda Marie Carrico

Searcy Financial Services, INC.

12 Years of Experience

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Firm Information

Searcy Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

188 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$447.7M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Financial Plan Fee:$1,500 - $10,000

Hourly Rate:Up to $300/hr

Searcy Financial Services charges fixed dollar amounts for financial planning based on the service level (Platinum, Gold, Silver). Investment management fees are a percentage of assets under management, also varying by service level. For example, Platinum service level is 0.60% of all assets with a $15,000 minimum. Gold and Silver service levels have different percentage rates and minimums based on asset tiers. Hourly consulting is available at $300/hour. Certain legacy clients may pay fees on a different scale.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703

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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.

Other Business ActivitiesSells Insurance

Brenda has an active insurance license but is not currently selling insurance products and allocates no time to this activity.