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Brae Adele Beggs

Advisor at OLIO Financial Planning — Wichita, KS

Updated today

Credentials

Series 65

Experience

7 years

Location

Wichita, KS

OLIO Financial Planning logo

OLIO Financial Planning

Team

Total advisors

12

Across 7 offices

Clients per advisor

31 Very Low

Avg AUM per client

$1,588,945 High

HNW client ratio

42% High

About

Brae Beggs is a Series 65 licensed financial advisor with seven years of industry experience, currently with OLIO Financial Planning. Prior to joining OLIO, he worked at DeFrate & Paavola, LLC for five years. Outside of his advisory role, he is the founder of A Hole In None, a business creating and selling handmade t-shirt patches on Etsy and eBay. OLIO Financial Planning serves individual clients across wealth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold approach with ETFs, mutual funds, and select securities, and employs project-based and fixed fee structures.

Client services

Based on OLIO Financial Planning

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on OLIO Financial Planning

General retirement planning Cash flow / budgeting Divorce financial planning

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Fee options

Fixed

Project-based fixed fees from $1,500 to $50,000; fixed-fee engagements from $500 to $50,000 per year; educational workshops fees up to $10,000.

Project-based

Hourly fees ranging from $100 to $250 per hour for project-based services.

Other

Minimum fee: Deposit of $500 or one-half the quoted fee, whichever is greater, to initiate the engagement for project-based services. Fee-only: Fixed fees range from $500 to $50,000 per year for fixed-fee engagements; project-based fixed fees range from $1,500 to $50,000; hourly fees range from $100 to $250 per hour.

Location

See office

Wichita, KS

Wichita KS

Advisors at this office

1

Most active in

Kansas

Work history

7 years of industry experience

OLIO Financial Planning, LLC

2024 - Present • 2 years

McLean, VA

DeFrate & Paavola, LLC

2019 - 2024 • 5 years

New York, NY

Noor Staffing Group

2019 - 2019 • 1 year

New York, NY

Unemployed

2018 - 2019 • 1 year

New York, NY

Westco Financial Group

2018 - 2018 • 1 year

Lynbrook, NY

Clearview Park Golf Course

2017 - 2018 • 1 year

Bayside, NY

Fresh Meadow Country Club

2016 - 2017 • 1 year

Lake Success, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nathaniel O

CFP®, Series 63, Series 65, CIMA®

Wichita, KS

Primerica Advisors

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Rayan H

Series 65

Wichita, KS

Baumont Capital LLC

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Active portfolio management Factor investing / smart beta
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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, KS. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Textron Aviation, Mountain Aviation, Eagle Strategies, and New York Life Insurance. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, a volunteer aviation education organization. Tower Financial Strategies Corp. provides financial planning and advisory services to individuals, charitable organizations, and businesses, primarily through non-discretionary client relationships and referrals to third-party investment managers. The firm also offers insurance products and alternative investments while conducting ongoing due diligence and reviews of recommended managers.

Options & derivatives strategies Annuities
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Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Wichita Wealth Management, LLC since 2016. The firm serves individual investors, couples, families, and small businesses with ongoing wealth management, financial planning, and retirement-plan services. Operating as a fee-only fiduciary, the firm focuses on asset allocation and a long-term buy-and-hold strategy using no-load mutual funds and ETFs, providing tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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