JM
CFP
JM
CFP

John Munz

7 Years of Experience
Leawood, KS

John Munz is a CFP-designated registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 7 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 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 (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 7 mos
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.
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