Samuel Mellinger
Samuel Mellinger is a registered investment advisor at Financial Partners Group, INC., based in Overland Park, KS, with 26 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,146 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPG charges a percentage of your portfolio's value annually for investment management services. This fee covers investment advice, trading, and ongoing account maintenance. The specific fee is outlined in your Investment Advisory Agreement and can vary based on the size and complexity of your portfolio. FPG's maximum annual advisory fee is 1.25%. Fees are typically deducted from your account by the custodian, but you can also pay by check.
Location
10925 Antioch Road, Suite 100, Overland Park, KS, 66210
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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 →Other Business ActivitiesSells Insurance
Samuel is an Investment Advisor Representative with Financial Partners Group, spending nearly full-time working with clients on portfolios and securities. He is also an independent insurance agent, dedicating a few hours per week to helping clients with their financial and insurance needs.
Employment History
Current Registrations
Financial Partners Group, INC.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Boulder Wealth Management, LLC
LPL Financial CorporationBroker
LPL Financial Corporation
Lawing Financial Associates, INC.
The O.N. Equity Sales CompanyBroker
Pruco Securities CorporationBroker
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.