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John Wirth Lawrence

Advisor at Royal Fund Management, LLC — Bonner Springs, KS

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Bonner Springs, KS 66012

Royal Fund Management, LLC logo

Royal Fund Management, LLC

Multi-team

Total advisors

83

Across 66 offices

Clients per advisor

60 Typical

Avg AUM per client

$310,894 Low

HNW client ratio

8% Low

About

John Lawrence is a financial advisor at Royal Fund Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Proequities, Inc. and Insurance Designers of Kansas City. He is also the founder and president of Camino Consulting, LLC, an insurance brokerage specializing in wholesale life insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers both discretionary and non-discretionary management for retirement plan participants.

Client services

Based on Royal Fund Management, LLC

Financial planning Portfolio management Selection of other advisers Sub-advisor to other advisers

Expertise

Based on Royal Fund Management, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities

Occupation focus

Based on Royal Fund Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial Planning fixed fees range from $250 to $10,000 or more

Percentage

Under $100,000 - $100,000: 2.00% $100,000 - $1,000,000: 1.50% Above $1,000,000+: 1.25% $100,000 - $250,000: 2.00% (options strategy) $250,001 - $500,000: 1.75% (options strategy) $500,001+: 1.50% (options strategy) $0 - $100,000: 0.5% quarterly (Financial Consulting Services - held away assets) Over $100,000 - $1,000,000: 0.375% quarterly (Financial Consulting Services - held away assets) Over $1,000,000+: 0.3125% quarterly (Financial Consulting Services - held away assets) $0 - $200,000: 0.25% quarterly (Participant Account Management) Over $200,000 - $500,000: 0.20% quarterly (Participant Account Management) Over $500,000+: 0.15% quarterly (Participant Account Management)

Commissions

Insurance products may pay commissions; conflicts disclosed

Project-based

Financial Planning hourly fee: $250/hour

Other

Account minimum: $100,000 for options strategy; no minimum for standard portfolio management Minimum fee: $120 per year minimum fee for Financial Consulting Services on held away assets and Participant Account Management Fee-only: Financial Planning fees: Fixed fees $250 to $10,000+; Hourly fees $250/hour

Location

See office

Bonner Springs, KS

111 Oak Street

Bonner Springs KS 66012

Advisors at this office

1

Most active in

Kansas

Work history

25 years of industry experience

ROYAL FUND MANAGEMENT, LLC dba CAMINO ADVISORY

2020 - Present • 6 years

Lady Lake, FL

Camino Consulting, Llc

2013 - Present • 13 years

Bonner Springs, KS

Proequities, Inc.

2003 - 2018 • 15 years

Overland Park, KS

Insurance Designers Of Kansas City

2003 - 2022 • 19 years

Overland Park, KS

Disclosures

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

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals
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Christopher K

Series 65, Series 66

Overland Park, KS

RPR Financial

Christopher Knowles is a financial advisor at RPR Financial with eight years at the firm and five years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he serves as Director of Ways and Means for the Santa Fe Trail Blazers, a community organization. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and offers services including discretionary portfolio management, model asset allocation strategies, and access to affiliated CPA and tax services.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)
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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John C

CFP®, CFA®

Leawood, KS

Wolf Bay Wealth Partners

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Business ownership considerations Tax strategies for small businesses Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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