JO
CFA · CFP

Jordan Michael O'grady

13 Years of Experience

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 (1)
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.
Criminal
November 2005
Final Disposition
Other Business Activities

Jordan is affiliated with Financial Advisory Service, Inc. and FAS Corp, providing fee-based financial planning and investment management services to various clients.

Employment History
Current Registrations
Fas Wealth Partners, INC.
December 2014 - Present · 11 yrs 1 mo
Previous Registrations
Fas CORP.Broker
September 2014 - December 2022 · 8 yrs 3 mos
American Century Investment Services INC.Broker
August 2012 - October 2014 · 2 yrs 2 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Jordan Michael O'grady - Financial Advisor | AdvisorDiscover