JF
JF

Joshua Fey

16 Years of Experience
Olathe, KS
Broker

Joshua Fey is a registered investment advisor at Assetmark, INC., based in Olathe, KS, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

Olathe, KS

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 →
Employment History
Current Registrations
Assetmark, INC.
February 2026 - Present · 3 mos
Assetmark Brokerage, LLC
July 2022 - Present · 3 yrs 10 mos
Assetmark Brokerage, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ivy Distributors, INC.Broker
July 2011 - April 2021 · 9 yrs 9 mos
Waddell & ReedBroker
February 2008 - April 2021 · 13 yrs 2 mos
State Registrations1 state
KS
AdvisorBrokerBoth

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.