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Diversified Wealth Advisors, LLC

Updated today

Client assets under management

$104,000,000

Clients

375

10% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

125

Very High

Average account size

$277,333

About

The firm provides discretionary asset management and financial planning primarily to individual clients, and it also offers educational seminars and workshops for the public. Asset management is delivered by selecting portfolios and asset allocations and by referring clients to sub-advisors and co-advisors who execute trades and maintain investment models.

Investment recommendations are tailored to each client’s stated objectives and may draw on fundamental, technical, charting, and cyclical analysis; accounts are reviewed at least quarterly. The firm delegates trading authority to sub-advisors and notes that client exposure can include underlying funds or sub-advised strategies that may use derivatives, with related risks described in its brochure.

Noteworthy distinctions disclosed by the firm include an affiliation with an insurance business whose representatives receive insurance commissions, a potential conflict the brochure identifies and describes how it is mitigated. The firm’s brochure also discloses prior regulatory actions involving firm management in 1999–2001 (state and FINRA matters resulting in fines and a temporary suspension), and it reports carrying professional liability insurance and a multi-sub-advisor operating model.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Tax-loss harvesting General tax planning Retirement withdrawal strategies

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Fee options

Fixed

Seminars and workshops fee up to $50 for books and materials.

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%

Commissions

Investment Advisor Representatives receive commissions from insurance product sales as licensed insurance agents.

Main office location

Diversified Wealth Advisors, LLC

1251 Nw Briarcliff Parkway, Suite 140

Kansas City MO 64116, United States

Number of offices

1

Most active in

Kansas · Missouri · 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

Bradford B

Series 63, Series 65

Kansas City, MO

Diversified Wealth Advisors, LLC

Bradford Buckler is a financial advisor at Diversified Wealth Advisors, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at several firms including Madison Avenue Securities, Taylor Capital Management, and Trustmont Financial Group. Buckler is also the owner and agent of Successful Retirement, Inc., an insurance agency he has operated since 1997. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, offering tailored investment recommendations and educational seminars. The firm uses a multi-sub-advisor model to manage portfolios and emphasizes regular account reviews aligned with client objectives.

Wealth management Tax-loss harvesting General tax planning Retirement withdrawal strategies
user avatar

Kent S

Series 65, Series 66

Kansas City, MO

Diversified Wealth Advisors, LLC

Kent Stelljes is a financial advisor at Diversified Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses. Outside of advising, he works as a Business Development Specialist at React Health, a sleep and respiratory manufacturing company. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients. The firm uses a multi-sub-advisor model to manage client portfolios and offers educational seminars and workshops to the public.

Wealth management Tax-loss harvesting General tax planning Retirement withdrawal strategies
user avatar

Bryan S

CFP®, Series 65

Kansas City, MO

Diversified Wealth Advisors, LLC

Bryan Stober is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Diversified Wealth Advisors, LLC and has previously worked at Kansas City Private Wealth Management, Miller, Haviland, Ketter PC, PA, and Cbiz. Diversified Wealth Advisors, LLC provides discretionary asset management and financial planning primarily to individual clients. The firm delivers investment recommendations tailored to client objectives and uses a multi-sub-advisor model to manage portfolios.

Wealth management Tax-loss harvesting General tax planning Retirement withdrawal strategies
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