Bryan Stober is a CFP-designated registered investment advisor at Diversified Wealth Advisors, LLC, based in Kansas City, MO, with 5 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 408 clients with $140M 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% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Accounts utilizing the AE Wealth Management platform incur an additional 0.35% annual fee. Sub-advisors may charge separate platform or management fees.
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 Registrations2 states
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
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