JM
JM

John Meier

28 Years of Experience
Broker

John Meier is a registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,564 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,564 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.8B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000

FAS Wealth Partners' fees for managing your investments are a percentage of the assets they manage, up to 1.50% per year. The exact fee can be a flat dollar amount agreed upon by both parties, charged quarterly or monthly. FAS may apply a minimum quarterly fee up to $1,250 ($5,000 annually). All fee arrangements are subject to negotiation.

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Location

4747 West 135th Street #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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Other Business Activities

John is General Counsel, IAR, and a shareholder of Financial Advisory Service, Inc. (FAS). He also practices law through John A. Meier, PC and is a managing member of Quebeçoise Holdings, LLC, which owns a boat condominium.

Employment History
Current Registrations
Fas Wealth Partners, INC.
May 1998 - Present · 27 yrs 11 mos
Fas CORP.Broker
August 1997 - Present · 28 yrs 8 mos
Previous Registrations
Mutual Service CorporationBroker
June 1997 - September 1997 · 3 mos
State Registrations4 states
INKSMOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Meier - Financial Advisor | TrueAdvisor