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 BrokerageTypical Fee--
AUM$346M
Minimum--
Clients4,082
DOGWOOD WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$233M
Minimum--
Clients1,350
MODERN WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.50%
AUM$6.1B
Minimum$5,000
Clients18,823