Joshua Belcher is a registered investment advisor at Convergence Financial, based in Wichita, KS, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,714 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
840 N Tyler, Suite 700, Wichita, KS, 67212
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2026Investigation
February 2026Other Business Activities
Joshua owns Five B Cattle, a cow/calf cattle operation, since 2020. He dedicates minimal time to this business, as the daily operations are performed by a rancher.
Employment History
Current Registrations
Convergence Financial
Previous Registrations
Convergence Financial
Edward Jones
Edward JonesBroker
State Registrations1 state
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
More Advisors
- Brendan Obryhim, CFPEdward Jones
- Ryan Maddex, CFPMariner
- Trevor Phillippi, CFAHightower Advisors, LLC
- Mark Sloan, CFPEdward Jones
- Rex Clevenger, CFPRaymond James Financial Services Advisors, INC
- Alejandro Martinez, CFP, ChFCEagle Strategies LLC