Larry Yeatman
Larry Yeatman is a registered investment advisor at Sapphire Wealth Planning LLC, based in Overland Park, KS, with 21 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 86 clients with $9.1M 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 | 1.00% |
Fees are negotiable. This is in addition to a $4,100 annual fee for the financial plan.
Fee Estimator
Location
11863 W. 112th St, Suite 100, Overland Park, KS, 66210
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
Larry owns Yeatman Insurance, selling property and casualty insurance since January 2022. He spends about half his time on this business, with 60 of those hours during trading hours.
Employment History
Current Registrations
Sapphire Wealth Planning LLC
Previous Registrations
Farmers Financial Solutions, LLCBroker
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.