Canvas Wealth Advisors, LLC logo

Canvas Wealth Advisors, LLC

Updated today

Client AUM

$861,965,149

Clients

537

Advisors

9

of 12 employees

About

Canvas Wealth Advisors serves individuals and families (including high‑net‑worth clients), trusts, estates, charitable organizations and business clients, and also provides retirement‑plan advisory services. In addition to financial planning and discretionary portfolio management, the firm acts as an administrative manager for private pooled real estate investment vehicles and offers project‑oriented consulting.

The firm implements diversified portfolios guided by modern portfolio theory, using mutual funds, ETFs, individual securities and, where appropriate, illiquid private fund interests; it generally manages accounts on a discretionary basis and may delegate investment authority to third‑party managers. For its private real estate funds CWA handles administrative tasks and ongoing monitoring and reporting while delegating development work to outside parties.

What distinguishes CWA from many peers is its dual role as both a discretionary adviser to retail and institutional clients and as an adviser/administrative manager for private pooled real estate vehicles, with related compensation disclosed to investors. The firm operates at scale for a boutique team (managing roughly $929 million in client assets with a small advisory team), relies on custodial relationships that provide institutional research and technology support, and does not vote client proxies.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees ranging from $1,500 to $100,000 for financial planning/consulting services

Project-based

$100 - $300 per hour for financial planning/consulting services

Other

Account minimum: $500,000 Minimum fee: $5,000 annual minimum fee, may be waived at firm's discretion

Main office

6136 Nieman Road

Shawnee KS 66203

Advisors at this office

9

Most active in

Colorado · Florida · Kansas · Missouri · Nebraska · New Hampshire · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Reed R

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Reed Roney is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with three years of industry experience. He has been with Canvas Wealth Advisors since 2023 and has a total of 19 years of professional background. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and provides project-oriented consulting, managing diversified portfolios that include mutual funds, ETFs, individual securities, and private fund interests.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Joseph M

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Joseph Morrow is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with five years of industry experience. Prior to joining Canvas Wealth Advisors in 2021, he spent three years at KPMG LLP. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages diversified portfolios based on modern portfolio theory and also acts as an administrative manager for private pooled real estate investment vehicles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Joshua Z

CFP®, Series 66

Shawnee, KS

Canvas Wealth Advisors, LLC

Joshua Zach is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Canvas Wealth Advisors, LLC since 2020 and previously worked at Edward Jones and Cognizant. Outside of his advisory work, he was involved with the Natural Baseball Academy for six years. Canvas Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Scott W

Series 63, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Scott Wesley is a financial advisor at Canvas Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Two West Capital Advisors LLC and Msec, LLC. Outside of his advisory role, he is a minority member of Arrived Outdoors LLC, an outdoor sports and recreational club for executives. Canvas Wealth Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in client assets and employs a diversified investment approach aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Luke R

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Luke Ross is a CFP® with five years of industry experience, currently serving as an advisor at Canvas Wealth Advisors, LLC since 2020. Prior to his advisory role, he was a full-time student for sixteen years. Outside of his advisory work, he is a minority member of RW Capital LLC, a bookkeeping business in Overland Park, KS. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm emphasizes diversified portfolios aligned with modern portfolio theory and acts as Administrative Manager for private real estate funds, managing investments and administrative tasks for qualified clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Alex M

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Alex Miller is a CFP® with three years of industry experience and currently serves as an advisor at Canvas Wealth Advisors, LLC. Prior to joining Canvas Wealth Advisors in 2025, he worked at Creative Planning, LLC from 2022 to 2025. His background includes a variety of roles outside finance, including work at Scissors & Scotch and involvement with Kansas State University. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in client assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Landon F

Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Landon Fisher is a financial advisor at Canvas Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canvas Wealth Advisors, he worked at The After School Program for one year. Canvas Wealth Advisors serves individuals and families, trusts, estates, charitable organizations, business clients, and retirement plans. The firm offers financial planning, discretionary portfolio management, and administrative management for private pooled real estate investment vehicles, implementing diversified portfolios based on modern portfolio theory.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Henry R

Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Henry Reeg is a financial advisor with Canvas Wealth Advisors, LLC in Shawnee, KS. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Canvas Wealth Advisors, he worked at Prime Capital Financial. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and employs a diversified investment approach guided by modern portfolio theory.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Drew W

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Drew Waldron is a CFP® with 14 years of industry experience and has been with Canvas Wealth Advisors, LLC since 2019. He previously worked at Two West Capital Advisors LLC and Mariner Wealth Advisors. Outside of his advisory role, he serves as the LLC Manager of RFSPE LLC, a South Dakota dynasty trust, with primarily administrative duties. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and uses a diversified investment approach guided by modern portfolio theory.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this firm
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