AV
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
981 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
For portfolio management, fees are based on a percentage of your assets, charged quarterly. For example, the first $500,000 is charged 1.20%. Fees are negotiable and may be adjusted based on your financial situation, assets under management, and complexity of services. There may be additional fees for sub-advisor services. Financial planning fees are not explicitly stated.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Loading...
Advisor Information
Office location
5454 W. 110th Street, Overland Park, KS, 66211
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
Creative Planning
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Gradient Advisors, LLC
September 2017 - July 2022 · 4 yrs 10 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.