Tom Boling is a CFP-designated registered investment advisor at Kavar Capital Partners, based in Leawood, KS, with 22 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 443 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable. The firm also offers sub-advisory services to other investment advisory firms for a fee.
Fee Estimator
Location
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS, 66211
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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 →Employment History
Current Registrations
Kavar Capital Partners
Previous Registrations
Kavar Capital Partners, LLC
The Retirement Planning Group, INC.
UBS Financial Services INC.
State Registrations3 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.