MW
CFP
MW
CFP

Michael Widener

15 Years of Experience
Ellinwood, KS

Michael Widener is a CFP-designated registered investment advisor at Widener & Asher Asset Management LLC, based in Ellinwood, KS, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 36 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
36 clients
Average Client Portfolio
$628K average
Assets Under Management
$22.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.50%
$1.0M - $2.0M0.45%
$2.0M - $3.0M0.40%
$3.0M - $5.0M0.35%
$5M+0.25%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13 N Main, Ellinwood, KS, 67526

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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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Employment History
Current Registrations
Widener & Asher Asset Management LLC
November 2010 - Present · 15 yrs 6 mos
State Registrations1 state
KS
Advisor

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.
Michael Widener - Financial Advisor | TrueAdvisor