Alexander Jantsch is a CFA-designated registered investment advisor at Arvest Wealth Management, based in Overland Park, KS, with 9 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
- Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
Location
7101 College Blvd, Ste 620, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time evenly between the two. He is also a board member of the Society of Financial Service Professionals (Kansas City Chapter), dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Arvest Wealth Management
State Registrations2 states
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Exams
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