TrueAdvisor
TrueAdvisor
JC
JC

Jason Calkins

Fas Wealth Partners, INC.
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Fas Wealth Partners, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000

Location

4747 W 135 Street, Suite 100, Leawood, KS, 66224

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History

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.

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Employment History
Current Registrations
Fas Wealth Partners, INC.
March 2019 - Present · 6 yrs 11 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.