Searcy Financial Services provides integrated wealth management services, combining personalized financial planning and active investment management. Founded in 1976 and based in Overland Park, Kansas, the firm works with individuals, high-net-worth families, retirement plans, foundations, and businesses. Searcy offers tiered service levels—Platinum, Gold, and Silver—each combining specific levels of ongoing financial planning and portfolio management. The firm designs diversified portfolios primarily using exchange-traded funds, individual stocks, bonds, and mutual funds, tailored to each client's risk tolerance and financial goals. Searcy also offers retirement plan consulting for business clients. As a fee-only registered investment advisor, the firm does not sell financial products for commissions, aiming to maintain alignment with clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.50% |
Rates shown reflect the Gold service tier schedule. Platinum level charges 0.60% on all assets. Silver level charges 1.00% up to $1M, 0.75% from $1M to $2M, and 0.50% above $2M. Fees are negotiable at the firm's discretion.