JM
JM

John Meier

29 Years of Experience
Leawood, KS
Broker

John Meier is a registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 29 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,564 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 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 (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees typically range up to 1.50% per annum and are negotiable based on portfolio style, complexity, and relationship size. Subject to an annual minimum fee of up to $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 28 yrs 5 mos
Fas CORP.Broker
August 1997 - Present · 29 yrs 2 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.
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