Jason Imlay is a CFP-designated registered investment advisor at Postrock Partners LLC, based in Overland Park, KS, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 34 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually, and family office services range up to 1.25% annually. Fees are negotiable based on relationship size, scope, and complexity.
Fee Estimator
Location
6700 Antioch Road, Suite 470, Overland Park, KS, 66204
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Postrock Partners LLC
Previous Registrations
Creative Planning
MML Investors Services, INC.
Legacy Financial Group, INC.
State Registrations1 state
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
More Advisors
- Bradley Scott, CFPPostrock Partners LLC
- Timothy Dreiling, CFAPostrock Partners LLC
- Michael Diederich, CFPUmb Private Wealth Management, LLC
- Christopher Ratigan, CFPTwo West Capital Advisors LLC
- Halle Holmes, CFPCreative Planning
- Mitchell Fisher, CFPCreative Planning