Brendon Jenks
Brendon Jenks is a registered investment advisor at Epiphany Financial Coaching, based in Overland Park, KS, with 17 years of industry experience. Brendon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $21M 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 | 0.99% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Fees are negotiable depending upon the scope and complexity of services and at the Adviser’s discretion.
Fee Estimator
Location
7500 College Blvd., Suite 500, 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 →Other Business ActivitiesSells Insurance
Brendon is an independent insurance agent since 2007, dedicating about 10-20% of his time to this activity. He is also an independent real estate investor through Jenks Properties, LLC since 2001, spending about 10-20% of his time on this.
Employment History
Current Registrations
Epiphany Financial Coaching
Stewardship Wealth Management
Wealth Renovators, LLC
Previous Registrations
NFP Securities, INC.
State Registrations4 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.