Alexis Barling is a registered investment advisor at Cetera Planning Partners, based in Leawood, KS, with 11 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B 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 | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS, 66211
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 Activities
Alexis is the Vice President and does bookkeeping for Brian Barling Painting Inc, an interior decorative painting company, since 2018. This takes about 10-20% of Alexis's time and is not investment-related.
Employment History
Current Registrations
Cetera Planning Partners
Previous Registrations
Creative Planning
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
The Mutual Fund Store
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
More Advisors
- Paul Dreher, CFPCetera Planning Partners
- Dwight Twillman, CFPCetera Planning Partners
- Kevin Jaegers, CFACetera Planning Partners
- Brandon Stegall, CFPCetera Planning Partners
- Michael Russell, CFPCetera Planning Partners
- Ryan Costello, CFPCetera Planning Partners