FAS Wealth Partners, Inc. logo

FAS Wealth Partners, Inc.

Updated today

Client AUM

$3,652,031,598

Clients

1,524

Advisors

23

of 33 employees

About

FAS Wealth Partners provides fee‑based advisory services to a mix of individuals (including high‑net‑worth clients), trusts, estates, corporations, employer‑sponsored retirement plans and banking or thrift organizations. Services described in the brochure include ongoing discretionary portfolio management, Comprehensive and Target financial planning, and ERISA 3(21)/3(38) investment advice for defined contribution and defined benefit plans.

The firm’s investment process is centered on asset allocation aligned with written investment objectives (ranging from Capital Preservation to Growth) and combines internal portfolio management with the use of third‑party managers, research tools such as Morningstar and YCharts, and account aggregation technology (ByAllAccounts). FAS also outlines tax‑aware practices (e.g., tax‑loss harvesting) and occasional use of alternative vehicles and structured products, with accompanying disclosures about liquidity, credit and other risks.

Noteworthy features disclosed in the brochure include formal affiliations and on‑site professional services beyond typical multi‑team advisories: an affiliated broker‑dealer/insurance agency, a wholly owned tax/accounting subsidiary for tax preparation referrals, and firm attorneys who provide legal referrals and may meet with clients at the firm’s office. The brochure also notes the firm accepts banking/thrift clients, refers trust business to a trust company in which a shareholder has an ownership interest, and provides regular written client reports and event communications supported in part by product providers.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Defined contribution plans

Expertise

Tax-loss harvesting Retirement income strategy Debt management

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Fee options

Fixed

Fixed engagement fees for financial planning up to $25,000, negotiable

Percentage

$0 - $500,000: up to 1.50% per annum (typical maximum) $500,000+: fees subject to negotiation and may be lower than typical maximum

Commissions

Separate commissions may be earned by affiliated broker-dealer FAS Corp. for insurance and annuity products

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $500,000 Minimum fee: Minimum quarterly fee up to $1,250 ($5,000 annually), negotiable Fee-only: Financial planning fees charged on hourly basis up to $500 per hour or fixed fees up to $25,000, negotiable

Main office

4747 W 135 Street, Suite 100

Leawood KS 66224

Advisors at this office

23

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Also doing business as

Fas · Fas Wealth Partners · Fas Wealth Partners, Inc. · Financial Advisory Service Inc · Financial Advisory Service, Inc. D/B/A Mayflower Capital · Https://Www.Linkedin.Com/Company/Financial Advisory Service Inc/ · Www.Faskc.Com

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

Tyler E

CFP®, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and has experience at organizations including Jamf Software and the University of Wisconsin. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation aligned with client objectives, incorporating internal and third-party portfolio management, tax-aware strategies, and the use of alternative investment vehicles.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jason C

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jacquelyn G

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jacquelyn Glenn is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed Inc and Ameriprise. She serves as a delegate for the American Kennel Club, a nonprofit organization. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and retirement plans, with an investment process focused on asset allocation tailored to clients’ written objectives. The firm combines internal management with third-party resources and offers tax-aware strategies alongside legal and tax referral services.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Joshua P

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Royal Blue Capital and Missouri State University. FAS Wealth Partners offers fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation tailored to clients’ investment objectives, combining internal management with third-party resources and incorporating tax-aware strategies and alternative vehicles.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Mcdonald is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He has been with Financial Advisory Service, Inc. and its affiliated entity FAS Corp. since 2010. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering portfolio management and financial planning guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Kevin A

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Kevin Amey is a CFP® professional with 16 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2019. Prior to that, he spent seven years at Koesten, Hirschmann & Crabtree, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, employing asset allocation strategies, tax-aware techniques, and third-party managers under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jacob B

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jacob Barnes is a CFP® with 13 years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has been associated with Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory role, he manages a residential rental property in Kansas City, Missouri. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment-advice services to individuals, trusts, estates, corporations, and retirement plans, utilizing asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Bennett L

CFP®, Series 63, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Bennett Long is a CFP® with nine years of industry experience, currently with FAS Wealth Partners, Inc. He has previously worked at LPL Financial, Securities America Advisors, Waddell & Reed, and Wells Fargo Advisors. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with client objectives and utilizes both internal and third-party portfolio management, supported by research tools and tax-aware strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

John M

Series 63

Leawood, KS

FAS Wealth Partners, Inc.

John Meier is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with FAS Corp., John A. Meier, PC, and Financial Advisory Service, Inc. since 1997. In addition to his advisory role, Meier practices law as an attorney licensed in Missouri and Kansas, providing legal services to some clients of FAS Corp. and Financial Advisory Service, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans, utilizing a diversified investment approach that includes third-party managers and tax-aware strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

James D

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

James Dussold is a CFP® with 40 years of industry experience, currently serving as Executive Vice President, Treasurer, Secretary, and shareholder at FAS Corp., where he has worked since 1997. He is also affiliated with Financial Advisory Services Inc., a registered investment adviser. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and employer-sponsored plans, employing a multi-manager, asset allocation approach under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Michael R

CFA®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

Michael Rode is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with FAS Wealth Partners, Inc., where he has worked since 2026. His prior experience includes roles at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients' objectives and combines internal management with third-party resources, tax-aware strategies, and the use of alternative investments.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Michael F

CFP®, ChFC®, Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Michael Filing is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® with 15 years of industry experience. He currently serves as an advisor at FAS Wealth Partners, Inc., where he has worked since 2022. Prior to that, he held roles at UMB Bank, LPL Financial, and TIAA-CREF. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment process focuses on asset allocation aligned with client objectives and combines internal portfolio management with third-party resources, incorporating tax-aware strategies and alternative investment options.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Anna B

CFP®

Leawood, KS

FAS Wealth Partners, Inc.

Anna Barnes is a CFP® professional with 19 years of experience in financial advising. She is currently with FAS Wealth Partners, Inc. and its affiliated firms, including FAS Corp. and Financial Advisory Service, Inc., where she has worked since 2020. Her prior experience includes roles at BAMCO Investments LLC and Waddell & Reed, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advisory services to individuals, trusts, estates, corporations, and retirement plans, employing a mix of manager- and fund-level strategies with tax-aware techniques.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jason S

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Salinardi is a financial advisor with FAS Wealth Partners, Inc. based in Leawood, KS. He holds Series 63 and Series 65 licenses and has four years of industry experience. In addition to his advisory role, Salinardi is the sole owner of JMS Legal LLC, where he provides attorney services unrelated to investment advisory. FAS Wealth Partners offers fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with clients’ objectives and combines internal management with third-party research and technology tools.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jason H

CFP®, CFA®, Series 65, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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