Drew Waldron is a CFP-designated registered investment advisor at Canvas Wealth Advisors, LLC, based in Shawnee, KS, with 14 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 553 clients with $930M 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 up to 1% annually, subject to a $5,000 minimum annual fee.
Fee Estimator
Location
6136 Nieman Road, Shawnee, KS, 66203
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 Activities
Drew is a 50% owner/manager of FW Ventures, LLC, dealing with investment real estate, dedicating about 10-20% of their time. Drew is also a National FSP Board Member and a partial owner of Charles T Allen, LLC, another investment real estate venture, spending minimal time on each.
Employment History
Current Registrations
Canvas Wealth Advisors, LLC
Previous Registrations
Two West Capital Advisors LLC
Mariner Wealth Advisors
Mariner Wealth Advisors
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.
Exams
More Advisors
- Joseph Morrow, CFPCanvas Wealth Advisors, LLC
- Alex Miller, CFPCanvas Wealth Advisors, LLC
- Joshua Zach, CFPCanvas Wealth Advisors, LLC
- Luke Ross, CFPCanvas Wealth Advisors, LLC
- Andrew Mitchell, CFPEdward Jones
- Jeannine Edmonds, CFPIht Wealth Management LLC