FAS Wealth Partners, Inc.

RIASEC RegisteredEst. 1983

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$739K

Accounts

5,110

Employees

Advisory reps

Firm details

Headquarters: Leawood, Kansas
CRD number: 109796
Registered since: July 21, 1983
Website: www.faswealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI77.89%
Individuals18.83%
Pension & Profit Sharing Plans1.97%
Corporations / Businesses0.86%
Banking / Thrift Institutions0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

FAS Wealth Partners, Inc. is an independent registered investment adviser first registered with the SEC in 1983. The firm serves both individual and family clients as well as institutional accounts and offers a mix of advisory services that includes financial planning, portfolio management for individuals and businesses, publication of newsletters, and educational seminars. Its fee arrangements include percentage-of-AUM, hourly and fixed fees, plus other fee structures. FAS Wealth Partners reports affiliations with broker-dealers, accounting firms, law firms and insurance companies. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser. Public recognition includes placement on FA Magazine’s Top RIA Firms in 2020 and inclusion on Forbes’ Top RIA Firms lists in 2022, 2023 and 2024.