user avatar

William Gerald Martin III

Advisor at Earned Wealth Advisors, LLC — Wichita, KS

Updated today

Credentials

CFA®, Series 63, Series 65

Experience

4 years

Location

Wichita, KS

Earned Wealth Advisors, LLC logo

Earned Wealth Advisors, LLC

Multi-team

Total advisors

46

Across 21 offices

Clients per advisor

32 Low

Avg AUM per client

$1,642,617 High

HNW client ratio

40% High

About

William Martin III is a CFA® charterholder with four years of industry experience currently serving at Earned Wealth Advisors, LLC. Prior to joining Earned Wealth Advisors, he worked at NoHo Financial, Inc. and spent ten years at INTRUST Bank. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees by providing financial planning, discretionary wealth management, and retirement plan consulting. The firm emphasizes the use of independent investment managers and model portfolios, supported by third-party consultants and advanced analytical tools, and is integrated with a family of affiliated businesses offering complementary services.

Client services

Based on Earned Wealth Advisors, LLC

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

Expertise

Based on Earned Wealth Advisors, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting

Occupation focus

Based on Earned Wealth Advisors, LLC

Doctor or Medical Professional Dentist Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fee for stand-alone financial planning ranging from $2,500 to $15,000, negotiable

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.45% $25,000,001 - $50,000,000: 0.30% $50,000,001+: 0.15%

Other

Account minimum: $250,000 Minimum fee: $2,400 annually for wealth management (assessed quarterly, pro rata); $3,000 annually for retirement plan services (assessed quarterly) Fee-only: Fixed fees for financial planning generally range from $2,500 to $15,000, negotiable

Location

See office

Wichita, KS

Wichita KS

Advisors at this office

1

Most active in

Kansas

Work history

4 years of industry experience

Earned Wealth Advisors, LLC

2025 - Present • 1 year

Wichita, KS

NoHo Financial, Inc.

2021 - 2025 • 4 years

New York, NY

INTRUST Bank

2011 - 2021 • 10 years

Wichita, KS

Disclosures

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

Business activities & affiliations

user avatar

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
user avatar

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
user avatar

Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His work history includes roles at firms such as LG Advisory Group, Cetera Advisors LLC, and his own business ventures dating back to 1998. Liebau also operates as an insurance agent, engaging in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities by managing variable annuity and variable life subaccounts, along with financial planning and consulting. The firm primarily manages assets on a non-discretionary basis and provides portfolio oversight and referrals to third-party money managers.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
user avatar

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
user avatar

Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
user avatar

Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Wichita Wealth Management, LLC since 2016, currently serving as its sole advisor. Wichita Wealth Management is an independent, fee-only fiduciary firm that provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach, primarily using no-load mutual funds and ETFs, with tailored advisory services including retirement planning, college funding, and business succession.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")