JF
CFP
JF
CFP

Jack Faerber

7 Years of Experience
Leawood, KS

Jack Faerber is a CFP-designated registered investment advisor at Kavar Capital Partners, based in Leawood, KS, with 7 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 443 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
443 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Fees are negotiable. The firm also offers sub-advisory services to other investment advisory firms for a fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS, 66211

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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
Kavar Capital Partners
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Creative Planning
November 2018 - April 2023 · 4 yrs 5 mos
State Registrations2 states
KSMO
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.