Searcy Financial Services, INC.
Assets Under Management
$447.7M
Number of Clients
188
Number of Advisors
8
Average Client AUM
$2.4M
AUM per Advisor
$56.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Searcy Financial Services, Inc. offers integrated wealth management services, including financial planning and investment management. Financial planning covers net worth, objectives, risk tolerance, cash flow, tax analysis, retirement forecasting, education funding, estate planning, and risk management. Investment management involves client discovery, portfolio design, implementation using risk-based models, and continuous monitoring.
Fee Structure
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.
Areas of Practice
Location
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703