Peter Vrooman
Peter Vrooman is a registered investment advisor at Sarver Vrooman Wealth Advisors LLC, based in Kansas City, MO, with 32 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 377 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Location
9237 Ward Parkway, Suite 320, Kansas City, MO, 64114
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1998Other Business Activities
Peter has 100% ownership in PAV LLC and is a wealth advisor, dedicating full-time hours to this role. He also serves as a trustee for the Sarver Vrooman Wealth Advisors 401k plan, a board member for the Barstow School, and has 30% ownership in Sarver Vrooman Wealth Advisors LLC RIA, dedicating over full-time hours to this role.
Employment History
Current Registrations
Sarver Vrooman Wealth Advisors LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Olde Discount CorporationBroker
Hibbard Brown & CO., INC.Broker
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.