Bryan Stober is a CFP-designated registered investment advisor at Diversified Wealth Advisors, LLC, based in Kansas City, MO, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 375 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
For accounts on the AE Wealth Management platform, clients will pay an additional 0.35%. The annual fee is negotiable based on certain criteria.
Fee Estimator
Location
1251 NW Briarcliff Parkway, Suite 140, Kansas City, MO, 64116
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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
Diversified Wealth Advisors, LLC
Previous Registrations
Kansas City Private Wealth Management, LLC
State Registrations3 states
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