Kaleb Peak is a registered investment advisor at Kavar Capital Partners, based in Leawood, KS, with 3 years of industry experience. Kaleb 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable. The firm also offers sub-advisory services to other investment advisory firms for a fee.
Fee Estimator
Location
11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS, 66211
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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
Kavar Capital Partners
Previous Registrations
Creative Planning
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
State Registrations1 state
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