Randall Yeisley
Randall Yeisley is a registered investment advisor at Yeisley Wealth Solutions, INC., based in Wichita, KS, with 16 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 434 clients with $75M 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 $100K | 1.50% |
| $100K - $499K | 1.25% |
| $499K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M+ | 0.50% |
Fees are negotiable for accounts over $3,500,000. AE Wealth Management charges an additional 0.30% platform fee.
Fee Estimator
Location
10111 E. 21st St. N., Suite 205, Wichita, KS, 67206
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
Randall is the president of Yeisley Financial Group, Inc. (insurance services), Yeisley Tax Solutions, Inc., and Yeisley Lawn Care, Inc. He spends about half his time on insurance services, a few hours per week on tax preparation, and minimal time on lawn care.
Employment History
Current Registrations
Yeisley Wealth Solutions, INC.
State Registrations6 states
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