JF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
936 clients
Average Client Portfolio
$303K average
Assets Under Management
$283.3M
Fee Structure
Financial Planning:Investment management only
The firm charges an annual fee based on your total assets under management, as shown in the table. For example, a $100,000 account would be charged 1.25% annually. Accounts within the same household are combined for a reduced fee. The annual fee may be negotiable. They also offer tax preparation services for an additional fee.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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Advisor Information
Office location
7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO, 64153
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Mid-American Wealth Advisory Group
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Onedigital Investment Advisors
July 2020 - July 2024 · 4 yrs
Barber Financial Group
January 2019 - November 2020 · 1 yr 10 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.