Stephen Godfrey
Stephen Godfrey is a registered investment advisor at Financial Planning Partners, based in Leawood, KS, with 35 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Planning Partners offers investment management through Orion's Managed Account Solutions program. Fees are based on the account's average daily asset value and paid quarterly in advance. There are also individual portfolio management fees that range from 0.45% to 1.25% annually, billed quarterly in advance. Accounts under $62,500 will incur an annual fee of $125.
Location
13401 Mission Rd, Suite 203A, Leawood, KS, 66209
Get directionsHistory
Regulatory History (16)
Customer Dispute
August 2010Customer Dispute
November 2009Regulatory
May 2008Customer Dispute
July 2007Customer Dispute
March 2007Customer Dispute
January 2007Customer Dispute
October 2006Customer Dispute
September 2005Customer Dispute
September 2004Customer Dispute
May 2004Customer Dispute
June 2003Customer Dispute
April 2003Customer Dispute
March 2003Customer Dispute
February 2003Customer Dispute
January 2003Customer Dispute
May 2002Employment History
Current Registrations
Financial Planning Partners
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations3 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.