Ron Dietz is a registered investment advisor at Sarver Vrooman Wealth Advisors LLC, based in Kansas City, MO, with 17 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 377 clients with $440M 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 $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Location
9237 Ward Parkway, Suite 320, Kansas City, MO, 64114
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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
Ron has 100% ownership of R3D3, LLC, a holding company, since April 2023. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Sarver Vrooman Wealth Advisors LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Calamos Financial Services LLCBroker
Pruco Securities, LLC.Broker
State Registrations3 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.