Jordan O'grady
Jordan O'grady is a CFA, CFP-designated registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 13 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,564 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range up to 1.50% per annum and are negotiable based on portfolio style, complexity, and relationship size. Subject to an annual minimum fee of up to $5,000.
Fee Estimator
Location
4747 W 135 Street, Suite 100, Leawood, KS, 66224
Get directionsHistory
Regulatory History (1)
Criminal
November 2005Other Business Activities
Jordan is affiliated with Financial Advisory Service, Inc. and FAS Corp, providing fee-based financial planning and investment management services to various clients.
Employment History
Current Registrations
Fas Wealth Partners, INC.
Previous Registrations
Fas CORP.Broker
American Century Investment Services INC.Broker
State Registrations2 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.
Exams
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