Anna Grace Brewer
Advisor at Financial Avenues — Kansas City, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Kansas City, MO
Financial Avenues
Supported
Total advisors
4Clients per advisor
24 LowAvg AUM per client
$1,549,538 HighHNW client ratio
53% HighAnna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.
Based on Financial Avenues
Based on Financial Avenues
Fixed fees for investment management services based on scope and estimated hours.
$75 to $300 per hour depending on personnel providing services.
Fee-only: Hourly rates: Financial Planners/Senior Financial Planners $220-$300/hour; Paraplanners/Financial Planning Associates $185-$220/hour; Client and Operations Associates $75/hour; Fixed fees for investment management services based on estimated hours and hourly rates.
Kansas City, MO
Kansas City MO
Advisors at this office
4
Kansas · Missouri
< 1 year of industry experience
Financial Avenues LLC
2023 - Present • 3 years
Kansas City, MO
University of Missouri
2023 - 2023 • 1 year
Columbia, MO
QuickTrip
2022 - 2023 • 1 year
Kearney, MO
Bath & Body Works
2022 - 2022 • 1 year
Liberty, MO
University of Missouri
2022 - 2022 • 1 year
Columbia, MO
Fun Run
2019 - 2022 • 3 years
Liberty, MO
Student
2013 - 2019 • 6 years
Kearney, MO
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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