J Hartzler is a registered investment advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with 16 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 960 clients with $1.3B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
Location
7600 W 75th Street, Overland Park, 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
J operates a pro bono financial planning service from a private office since 2015, providing planning and budgeting services to individuals and families at no charge. This takes about half of J's time.
Employment History
Current Registrations
Triune Financial Partners, LLC
Previous Registrations
Triune Financial Partners, LLC
Cambridge Investment Research Advisors, INC.
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.