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William Nicholas Jenkins

Advisor at Comprehensive Wealth Planning, LLC — Shawnee, KS

Updated today

Credentials

Series 66

Experience

11 years

Location

Shawnee, KS

Comprehensive Wealth Planning, LLC logo

Comprehensive Wealth Planning, LLC

Independent

Total advisors

1

Clients per advisor

60 Very High

Avg AUM per client

$216,885 Low

HNW client ratio

10% Typical

About

William Jenkins is the principal advisor at Comprehensive Wealth Planning, LLC, an independent advisory firm based in Shawnee, Kansas. He holds a Series 66 credential and has 11 years of industry experience. Prior to founding his firm, he worked at several financial firms including Moneta Group Investment Advisors, HDQ Wealth, and MassMutual Life Insurance Co. In addition to his advisory role, Jenkins is a licensed attorney practicing business and estate planning through Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC serves individual and high-net-worth clients with a focus on retirement, providing fee-based investment management and financial planning. The firm offers tailored asset allocations managed on a discretionary basis and also serves businesses, pension and profit-sharing plans, and trusts.

Client services

Based on Comprehensive Wealth Planning, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Comprehensive Wealth Planning, LLC

General retirement planning Social Security optimization Retirement income strategy Medicare planning Business succession planning

Occupation focus

Based on Comprehensive Wealth Planning, LLC

Attorney Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees up to $10,000; $1,000 flat fee for accounts under $100,000

Percentage

$0 - $100,000: $1,000 flat fee + 16 bps custodian fee $100,000 - $2,000,000: 1.00% (100 bps) + 16 bps custodian fee = 1.16% total $2,000,000 - $5,000,000: 0.85% (85 bps) + 16 bps custodian fee = 1.01% total $5,000,000 - $10,000,000: 0.75% (75 bps) + 16 bps custodian fee = 0.91% total $10,000,000 - $25,000,000: 0.65% (65 bps) + 16 bps custodian fee = 0.81% total $25,000,000 - $50,000,000: 0.45% (45 bps) + 16 bps custodian fee = 0.61% total $50,000,000+: 0.25% (25 bps) + 16 bps custodian fee = 0.41% total

Project-based

Up to $300 per hour for consulting services

Other

Account minimum: $100,000 Minimum fee: $1,000 flat fee for accounts with $0-$100,000 Fee-only: Hourly consulting fee up to $300 per hour; Fixed financial planning fee up to $10,000

Location

Shawnee, KS

Shawnee KS

Advisors at this office

1

Most active in

Kansas · Missouri

Work history

11 years of industry experience

Moneta Group Investment Advisors, LLC

2022 - 2023 • 1 year

St. Louis, MO

UsI Insurance Services

2021 - 2022 • 1 year

Overland Park, KS

HDQ Wealth

2021 - 2023 • 2 years

Kansas City, MO

Lewer Financial Advisors, LLC

2019 - 2021 • 2 years

Kansas City, MO

Lewer Agency, Inc.

2019 - 2021 • 2 years

Kansas City, MO

Massmutual Life Insurance Co

2014 - 2019 • 5 years

Overland Park, KS

Mml Investors Services Llc

2014 - 2019 • 5 years

Overland Park, KS

Jenkins Legal, LLC

2014 - Present • 12 years

Shawnee, KS

U.S. Army / Kansas National Guard

1999 - 2021 • 22 years

Topeka, 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

Nick R

CFA®, Series 65

Leawood, KS

ETF Portfolio Partners, Inc.

Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

Passive / index investing

Chris K

Series 65

Overland Park, KS

RPR Financial

Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. 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, actively managed investment approach.

Wealth management Cross-border & expatriate issues General estate planning guidance Founder/Business Owner Self-Employed Retired
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Jordan H

Series 66

Leawood, KS

The Wealth Consulting Group

Jordan Herwig is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and three years of industry experience. His prior work includes roles at V Wealth Management LLC, LPL Financial LLC, and the University of Kansas. Outside of advisory services, he is involved as an associate in tax preparation and accounting and participates in acting for video and photography advertisements. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and advisor-enhanced algorithmic services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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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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