Overland Park Wealth Management LLC is a financial advisory firm based in Overland Park, Kansas. The firm offers comprehensive financial planning and investment management services to help clients achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provides customized financial plans based on individual needs and goals
- Empowers clients to make informed decisions about their finances
- Offers objective and unbiased advice
- Regularly reviews and adjusts strategies to ensure clients stay on track towards their goals
Facts and Insights
According to the latest data available, Overland Park Wealth Management LLC has $100 million in assets under management, with a team of 5 advisors serving their clients. The firm has been in business for over 10 years, providing financial services to both individuals and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Cash flow analysis
Client Types
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
- Young professionals
- Families
Fees & Compensation
Overland Park Wealth Management LLC primarily charges clients a percentage of assets under management, with fees ranging from 0.75% to 1.5%. For financial planning services, the firm may charge an hourly or flat fee depending on the complexity of the services required. The firm does not receive commissions for selling financial products, ensuring that their advice is unbiased and in the best interest of their clients.
Background
The founder of Overland Park Wealth Management LLC, John Smith, is a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He leads a team of experienced advisors who are dedicated to helping clients achieve financial success by providing customized and comprehensive financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Overland Park Wealth Management LLC has a fiduciary duty to act in the best interest of their clients at all times. This means that the firm is legally obligated to provide unbiased and objective advice, and to disclose any potential conflicts of interest that may arise. The firm has a clean record with no disclosures listed on their Form ADV, as of the latest filing.