Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,716 clients
Average Client Portfolio
$916K average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiated and may be lower than the rates noted in the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Patrick Thomas Giddens
Location
13550 W 95th St., Lenexa, KS, 66227
Get directionsHistory
Regulatory History
Clean regulatory record
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 Activities
Patrick works as a tax expert for Inuit Tax, preparing tax returns for individuals and businesses, dedicating minimal time. He also provides financial education consulting services to military service members and their families through Magellan Federal, spending a few hours per week.
Employment History
Current Registrations
Modern Wealth Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
Wade Financial Advisory, INC.
July 2019 - March 2025 · 5 yrs 8 mos
Johnson Lyman Wealth Advisors
March 2015 - July 2019 · 4 yrs 4 mos
State Registrations3 states
CANVTX
Advisor
Exams
No exam information available for this advisor.
Contact
Patrick Thomas Giddens