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Garrett Stutz

1 Year of Experience
Leawood, KS
May Earn Commission

Garrett Stutz is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 1 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 769 clients with $820M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
769 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$815.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $250K1.40%
$250K - $500K1.30%
$500K - $750K1.20%
$750K - $1000K1.10%
$1000K - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.70%

Fees are negotiable.

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

4745 W. 136th Street, Leawood, KS, 66224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Garrett is a board member at Clay County Savings Bank since 2023 and owner of TBT Aftershocks LLC since 2022, which provides teams for basketball tournaments. He also owns Virtue Consulting Group LLC since 2024, a business consulting firm, and is a non-voting member of PIWA-II, LLC, spending minimal time representing PIWA-II's for certain financial services.

Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
August 2024 - Present · 1 yr 9 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.