Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jon is a partner at Rees, Kincaid & Stanfield, assisting clients with estate planning, trust administration, military law, financial defense, and expert witness services since 2019. This takes about 10-20% of his time, with some hours during securities trading hours.
Employment History
Current Registrations
Lexaurum Advisors
July 2018 - Present · 7 yrs 8 mos
Previous Registrations
Vsr Advisory Services
October 2005 - November 2016 · 11 yrs 1 mo
Vsr Financial Services, INC.Broker
July 2005 - November 2016 · 11 yrs 4 mos
State Registrations1 state
KS
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.