Fiduciary advisors in Lenexa, KS

3 registered advisers

At last count, 3 SEC-registered fiduciary firms operate out of Lenexa, Kansas. 2 run fee-only practices, meaning they earn nothing from selling financial products.

COPPER FINANCIAL

Clean RecordAlso Compensated via Brokerage
Lenexa, KansasCRD #168203
Typical Fee--
AUM$346M
Minimum--
Clients4,082

DOGWOOD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lenexa, KansasCRD #317580
Typical Fee--
AUM$233M
Minimum--
Clients1,350

MODERN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lenexa, KansasCRD #324624
Typical Fee1.50%
AUM$6.1B
Minimum$5,000
Clients18,823
Fiduciary Advisors in Lenexa, Kansas | FiduciaryListings