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Jason Craine

Advisor at Savvy

Updated today

Location

Andover, KS

Credentials

CFP®, Series 63, Series 65

Industry experience

13 years

About

Jason Craine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savvy since 2024. He previously worked at Mariner Wealth Advisors for nine years and at Msec, LLC for five years. Outside of his advisory role, he serves on the boards of the Financial Planning Association of Kansas, the YMCA in Andover, KS, and Exploration Place, Inc., a science center in Wichita, KS. He is also the owner of Cedar+Sevens Divorce Planning, LLC, providing divorce financial counseling. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Client services

Based on Savvy

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Savvy

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Based on Savvy

Founder/Business Owner Executive

Demographic focus

Based on Savvy

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.

Percentage

$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance

Commissions

Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.

Other

Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.

Location

Andover, KS

Most active in

Kansas

Work history

Savvy

2024 - Present (2 years)

Mariner wealth Advisors

2015 - 2024 (9 years)

Msec, Llc

2014 - 2019 (5 years)

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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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 is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior work includes roles at LG Advisory Group, United Planners Financial Services, Cetera Advisors LLC, and operating as a sole proprietor since 1998. Liebau also maintains a licensed insurance practice, working as an insurance agent. Farrecian Investments Inc is a small independent advisory firm specializing in non-discretionary management of variable annuity and variable life subaccounts, financial planning, and referrals to third-party managers. The firm serves individual investors, high-net-worth clients, and business entities, focusing on assembling and monitoring allocations within insurance contracts and providing periodic financial reviews.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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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, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
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Sean S

Series 63, Series 65

Wichita, KS

Access Capital, LLC

Sean Spencer is a financial advisor with Access Capital, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes eight years at TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. Access Capital serves individual and high-net-worth clients by providing investment advisory and financial planning services, including portfolio management, risk assessment, and estate planning. The firm customizes strategies based on client objectives and risk tolerance, conducting quarterly account reviews and managing held-away retirement accounts through third-party platforms.

Annuities
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Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
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Robert P

Series 65

Lenexa, KS

Paredes Capital LLC

Robert Paredes II is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of Paredes Capital LLC, an independent firm he founded in 2026. Prior to that, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has experience in banking and law. Outside of his advisory work, he operates an online thrift sales business. Paredes Capital LLC provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a fundamentally driven, long-term investment strategy using diversified vehicles such as ETFs, individual stocks, bonds, and alternative investments, and includes oversight of unaffiliated Independent Managers in client portfolios.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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