BLDR Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BLDR Wealth offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates and corporate plan sponsors, operating on the common percentage-of-AUM fee model and providing portfolio management for individual accounts. The firm reports managing roughly $5.6 million across 15 client relationships with three advisors and also provides ERISA-focused services as a 3(21) retirement plan advisor.
The firm’s investment work is built on fundamental analysis and a generally long-term approach, constructing portfolios with ETFs, individual stocks and bonds and, when appropriate, using independent managers or alternative instruments. Financial planning is offered both as an ongoing subscription (tiered) service and as standalone, fixed-fee engagements that explicitly integrate tax, estate, and equity-compensation considerations and include planning geared to business owners.
BLDR Wealth is affiliated with an accounting/tax practice and a separate insurance entity, and one principal devotes roughly half of their time to the tax/accounting business, a structure that is uncommon among similar supported firms. The combination of in-house tax expertise, dedicated planning services that emphasize business-owner and business-exit planning, and a small, concentrated client base gives the firm a more integrated, boutique profile compared with many peers.
Client services
Expertise
Occupation focus
Fee options
Standalone financial planning fixed engagement fee ranging from $9,000 to $45,000
$0.00 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $20,000,000: 0.60% $20,000,000+: 0.45%
Financial planning ongoing fees: $195/month (Tier 1), $795/month (Tier 2)
Account minimum: $50,000 Fee-only: Financial planning ongoing fees: $195/month (Tier 1), $795/month (Tier 2); Standalone financial planning fixed fees: $9,000 to $45,000 per engagement
Main office
5931 Nieman Road, Suite 200
Shawnee KS 66203
Advisors at this office
3
Most active in
Florida · Kansas · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Timothy S
Series 63, Series 65
Shawnee, KS
BLDR Wealth LLC
Timothy Sheahan is an advisor at BLDR Wealth LLC in Shawnee, KS, holding Series 63 and Series 65 designations. He has no prior advisory industry experience but has worked with TaxesPlus, Inc. since 1998. BLDR Wealth provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm employs a fundamental, long-term investment approach and integrates tax, estate, and equity-compensation considerations into its planning, serving a small client base with a boutique profile.
Chelsea H
Series 65
Shawnee, KS
BLDR Wealth LLC
Chelsea Harper is an advisor at BLDR Wealth LLC with a Series 65 designation and one year of industry experience. She also serves as Business Manager at TaxesPlus, Inc., a tax preparation and advisory firm, and is a board member of the Public Accountants Association of Kansas. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using ETFs, equities, bonds, and other instruments, and offers 3(21) retirement plan advisory services for plan sponsors.
Allan S
CFP®, Series 63
Shawnee, KS
BLDR Wealth LLC
Allan Sheahan is a CFP® with 14 years of industry experience, currently serving as an advisor at BLDR Wealth LLC. His prior roles include positions at Cetera Advisor Networks, Cantor Fitzgerald, and Jackson National Life Distributors. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm focuses on fundamental analysis and a long-term investment approach, incorporating ETFs, individual securities, and alternative instruments, while also offering integrated tax, estate, and business-owner planning through its affiliation with an accounting and insurance practice.
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