Jessi Chadd is a CFP-designated registered investment advisor at Aspyre Wealth Partners, based in Overland Park, KS, with 16 years of industry experience. Jessi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 329 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable at the firm's discretion based on factors such as anticipated future assets, account composition, and client retention.
Fee Estimator
Location
10851 Mastin Blvd., Ste 1050, 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 →Employment History
Current Registrations
Aspyre Wealth Partners
State Registrations1 state
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
- Lucas Bucl, CFPAspyre Wealth Partners
- Connor Anderson, CFPAspyre Wealth Partners
- Matthew Starkey, CFPAspyre Wealth Partners
- Joni Lindquist, CFPAspyre Wealth Partners
- Stewart Koesten, CFP, ChFCAspyre Wealth Partners
- Abeaku Jackson-Kuofie, CFPCreative Planning