JM
CFP
JM
CFP

John Munz

6 Years of Experience

John Munz is a CFP-designated registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,564 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,564 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.8B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000

FAS Wealth Partners' fees for managing your investments are a percentage of the assets they manage, up to 1.50% per year. The exact fee can be a flat dollar amount agreed upon by both parties, charged quarterly or monthly. FAS may apply a minimum quarterly fee up to $1,250 ($5,000 annually). All fee arrangements are subject to negotiation.

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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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Employment History
Current Registrations
Fas Wealth Partners, INC.
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Fas CORP.Broker
April 2022 - December 2022 · 8 mos
Aspyre Wealth Partners
December 2021 - March 2022 · 3 mos
Kestra Investment Services, LLCBroker
September 2017 - January 2020 · 2 yrs 4 mos
State Registrations2 states
KSTX
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.