Chad Battison is a registered investment advisor at Sunesis Advisors, LLC, based in Overland Park, KS, with 16 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 13 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunesis Advisors may charge a fixed retainer fee or a fee based on the value of your portfolio. The portfolio-based fee ranges from 0.10% to 1.0% per year, charged quarterly in advance. These fees do not include trading costs, outside manager fees, or custodial fees.
Location
6750 W 93rd Street, Suite 250, Overland Park, KS, 66212
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 →Employment History
Current Registrations
Sunesis Advisors, LLC
Previous Registrations
Tower Wealth Managers, INC.
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.