TrueAdvisor
TrueAdvisor
BB
BB

Benjamin Lee Buethe

Sound Stewardship, LLC
4 Years of Experience
View SEC Summary
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Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management
Sound Stewardship, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$243.6M

Fee Structure

Location

9101 W. 110th St., Suite 150, Overland Park, KS, 66210

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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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Employment History
Current Registrations
Sound Stewardship, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wealth Management LLC
November 2014 - January 2015 · 2 mos
State Registrations3 states
KSNETX
Advisor
Exams
No exam information available for this advisor.