Brian Staats
Advisor at AdamsBrown Wealth Consultants LLC
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.
Advisor at AdamsBrown Wealth Consultants LLC
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.
Location
Wichita, KS 67202
Credentials
Series 63, Series 65
Industry experience
24 years
Brian Staats is a financial advisor with AdamsBrown Wealth Consultants LLC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Avantax Investment Services and HD Vest Advisory Services and is also president and CEO of an accounting and CPA firm. Additionally, Staats is involved in business consulting, technology, and property management ventures. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic approach using ETFs, mutual funds, stocks, bonds, and other instruments, managing roughly $881 million in assets for about 1,485 clients through a multi-advisor team.
Based on AdamsBrown Wealth Consultants LLC
Based on AdamsBrown Wealth Consultants LLC
Retirement plan advisory services include an annual flat fee for first $500,000 to $1,000,000; retirement plan consulting services may be offered as fixed fees based on expected hours
0.50% to 1.525% annually (varies based on factors including asset size, complexity, and services)
Financial planning services up to $250/hour; retirement plan consulting services up to $200/hour
Fee-only: Wealth management fees based on assets under management; financial planning fees charged separately on hourly basis (up to $250/hour); retirement plan advisory fees with flat fee for first $500,000 to $1,000,000 and up to 1.525% annually on assets over $1,000,000; retirement plan consulting fees on hourly basis (up to $200/hour) or fixed fees; financial institution consulting fees up to 1.00% annually
358 N Main Street, Suite 100
Wichita, KS 67202
Kansas
AdamsBrown Wealth Consultants LLC
2020 - Present (6 years)
Private Client Services
2020 - 2025 (5 years)
McPHoldings LLC
2019 - Present (7 years)
W Holdings LLC
2018 - Present (8 years)
HD Vest Insurance Agency, LLC
2018 - 2020 (2 years)
HD Vest Advisory Services
2017 - 2020 (3 years)
Avantax Investment Services, INC.
2001 - 2020 (19 years)
Adams, Brown, Beran & Bell
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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