Philip Paschang is a CFP, ChFC-designated registered investment advisor at Prairie Advisory, LLC, based in Leawood, KS, with 39 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 625 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable up to 1.50% annually or can be structured as a fixed amount depending on the level of service, managed assets, and engagement complexity.
Fee Estimator
Location
4000 W 114th Street, Suite 300, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business Activities
Philip is a managing member of PJP Properties, LLC, a real estate rental business, dedicating minimal time. He also serves as a board member for Catholic Charities, overseeing their endowment fund, and spends full-time as an IAR with Wealthcare Advisory Partners, LLC.
Employment History
Current Registrations
Prairie Advisory, LLC
Previous Registrations
Wealthcare Advisory Partners LLC
The Wealth Consulting Group
V Wealth Advisors LLC
Cetera Advisors LLC
Vestax Securities Corporation
Prosperity Network, INC
State Registrations2 states
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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