Ronald Woelk
Ronald Woelk is a ChFC-designated registered investment advisor at Two West Capital Advisors LLC, based in Overland Park, KS, with 16 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 650 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable and depend on account size, level of service provided, advisor, and platform used. Minimum fees may apply.
Fee Estimator
Location
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is a Senior Vice-President at Cretcher Heartland, LLC, a property/casualty and employee benefit brokerage firm. He dedicates full-time hours to producing employee benefit plans, individual life, health, disability insurance, and 401k employee benefit plans.
Employment History
Current Registrations
Two West Capital Advisors LLC
Previous Registrations
Ameritas Investment CORP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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