SS
SS

Stanley Stark

11 Years of Experience
Overland Park, KS

Stanley Stark is a registered investment advisor at Fortune Financial Advisors, LLC, based in Overland Park, KS, with 11 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 178 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
178 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$202.4M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.75%
$250K - $1.0M1.50%
$1M+1.25%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

11600 College Blvd, Suite 225, Overland Park, KS, 66210

Get directions

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.

Learn about disclosures →
Other Business Activities

Stanley works full-time at Arbor Creek Tax Service, an accounting firm, since 2014. He also serves as a Chief Petty Officer in the United States Navy Reserve and provides CPA exam review courses for Becker Professional Education a few hours per week.

Employment History
Current Registrations
Fortune Financial Advisors, LLC
January 2015 - Present · 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.