JM
CFP
JM
CFP

John Keith Mcdonald

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

4747 W 135 Street, Suite 100, Leawood, KS, 66224

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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.

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Other Business Activities

John is a financial planner at Financial Advisory Service, Inc., the parent company of FAS Corp. He oversees financial plan development and manages the portfolio management system.

Employment History
Current Registrations
Fas Wealth Partners, INC.
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Fas CORP.Broker
November 2010 - December 2022 · 12 yrs 1 mo
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.