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Clayton Fisher

27 Years of Experience

Clayton Fisher is a registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 27 years of industry experience. Clayton 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 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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Other Business Activities

Clayton is an investment advisor representative (IAR) at Financial Advisory Service, Inc. (FAS), a fee-based financial planning and investment management firm. FAS has common ownership of its affiliated broker/dealer, FAS Corp.

Employment History
Current Registrations
Fas Wealth Partners, INC.
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Fas CORP.Broker
February 2020 - December 2023 · 3 yrs 10 mos
Bok Financial Advisors
December 2019 - January 2020 · 1 mo
Bok Financial Securities, INC.Broker
April 2013 - January 2020 · 6 yrs 9 mos
Umb Financial Services, INC.Broker
July 2000 - April 2013 · 12 yrs 9 mos
Dean Witter Reynolds INC.Broker
September 1998 - July 2000 · 1 yr 10 mos
State Registrations1 state
KS
Advisor

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.