Robert Wiley
Robert Wiley is a CFP-designated registered investment advisor at Lexaurum Advisors, based in Overland Park, KS, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
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 →Other Business ActivitiesSells Insurance
Robert manages farming operations for Raise Corporation, dedicating about 10-20% of his time. He is also a producing agent for Wiley Financial Services, selling fixed, traditional, and long-term care insurance, as well as equity indexed annuities, dedicating minimal time. Additionally, Robert is the club president of the Rotary Club of Johnston, IA, spending about 10-20% of his time.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Vsr Advisory Services
Dewaay Advisory Services, INC.
The Masters, INC.
Vsr Financial Services, INC.Broker
State Registrations2 states
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.