Leawood, KS Rosewood St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
FAS Wealth Partners, Inc.
Multi-team
Firm-wide stats for FAS Wealth Partners, Inc.
About
FAS Wealth Partners serves individual clients (including high‑net‑worth households), trusts, estates, corporations and employer‑sponsored defined contribution and defined benefit plans, and the firm’s stated client types also include banking or thrift organizations. It offers fee‑based advisory services spanning discretionary and non‑discretionary portfolio management, comprehensive and targeted financial planning, and ERISA‑related consulting for plan sponsors.
The firm’s investment process is built around customized asset‑allocation strategies and written investment objectives gathered through interviews or online profiles, with discretionary trading authority used when clients authorize it. FAS implements portfolios using a mix of mutual funds, ETFs and individual securities and, on a case‑by‑case basis, may allocate to alternative investments, interval funds and structured notes while also engaging third‑party managers and account aggregation tools to monitor and execute strategies.
Noteworthy for a firm of its size, FAS maintains multiple corporate affiliations and referral relationships: it is affiliated with a broker‑dealer/insurance agency, operates a tax subsidiary, refers clients to in‑house attorneys who serve as the firm’s general counsel and can be engaged for legal services, and discloses an ownership link with a trust company to which it refers trust business. The firm also emphasizes its use of institutional custodians, custodial reporting and periodic written client communications as part of its operational and compliance framework.
Based on FAS Wealth Partners, Inc.
Expertise
Based on FAS Wealth Partners, Inc.
Demographic focus
Based on FAS Wealth Partners, Inc.
Location
11625 Rosewood St., Ste. 200
Leawood KS 66211
Advisors at this office
20
Advisors at this office
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