Bennett Long is a CFP-designated registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 8 years of industry experience. Bennett 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4747 W 135 Street, Suite 100, Leawood, KS, 66224
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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.
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Bennett operates Horizon Capital Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also has a loan with his parents, which is not investment-related and requires minimal time.
Employment History
Current Registrations
Fas Wealth Partners, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Ivy Distributors, INC.Broker
Waddell & ReedBroker
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.