Jonathan Harner is a CFP-designated registered investment advisor at Wichita Wealth Management, LLC, based in Wichita, KS, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 76 clients with $59M 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% |
Annual fees typically range from 0.50% to 1.50% of household managed assets. Fees are negotiable and may be calculated as a flat monthly fee, flat percentage monthly fee, flat percentage quarterly fee, or tiered monthly fee.
Fee Estimator
Contact
Jonathan Harner
Location
889 N Maize Rd, Suite 109, Wichita, KS, 67212
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Wichita Wealth Management, LLC
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
Additional Information
We create financial plans and manage investments to help our clients achieve superior real-life results.
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