AB
CFP
AB
CFP

Anna Barnes

19 Years of Experience

Anna Barnes is a CFP-designated registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 19 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,564 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,564 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.8B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000

FAS Wealth Partners' fees for managing your investments are a percentage of the assets they manage, up to 1.50% per year. The exact fee can be a flat dollar amount agreed upon by both parties, charged quarterly or monthly. FAS may apply a minimum quarterly fee up to $1,250 ($5,000 annually). All fee arrangements are subject to negotiation.

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Location

4747 W 135 Street, Suite 100, Leawood, KS, 66224

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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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Other Business Activities

Anna is an investment advisor representative (IAR) at Financial Advisory Service, Inc. (FAS), a fee-based financial planning and investment management firm. FAS has common ownership of its affiliated broker/dealer, FAS Corp.

Employment History
Current Registrations
Fas Wealth Partners, INC.
April 2020 - Present · 6 yrs
Previous Registrations
Fas CORP.Broker
February 2020 - December 2022 · 2 yrs 10 mos
Ivy Distributors, INC.Broker
August 2005 - March 2019 · 13 yrs 7 mos
Waddell & ReedBroker
August 2005 - February 2019 · 13 yrs 6 mos
State Registrations2 states
KSTX
Advisor

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.

Exams
No exam information available for this advisor.
Anna Barnes - Financial Advisor | TrueAdvisor