Leawood, KS Rosewood St. logo

Leawood, KS Rosewood St. Office

Team
Updated today
FAS Wealth Partners, Inc. logo

FAS Wealth Partners, Inc.

Multi-team

Firm-wide stats for FAS Wealth Partners, Inc.

Total advisors

23

Across 2 offices

Clients per advisor

66 High

Avg AUM per client

$2,396,346 Very High

HNW client ratio

40% High

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

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability

Based on FAS Wealth Partners, Inc.

Occupation focus

Founder/Business Owner Executive

Based on FAS Wealth Partners, Inc.

Demographic focus

Mid-Career Professionals Approaching retirement

Based on FAS Wealth Partners, Inc.

Location

11625 Rosewood St., Ste. 200

Leawood KS 66211

Advisors at this office

20

Advisors at this office

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. in Leawood, KS since 2024. He previously worked at Aspyre Wealth Partners from 2021 to 2024 and has held roles at several other firms and companies including Third Coast Advisors and Jamf Software. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm uses customized asset-allocation strategies and discretionary trading authority, implementing portfolios through mutual funds, ETFs, individual securities, and occasionally alternative investments.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Jason C

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Calkins is a financial advisor with FAS Wealth Partners, Inc., holding a Series 65 designation and seven years of industry experience. He previously worked at DST Systems from 2001 to 2018 before joining Financial Advisory Service, Inc. in 2018. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm employs customized asset-allocation strategies and uses a combination of mutual funds, ETFs, individual securities, and occasionally alternative investments, supported by multiple corporate affiliations and institutional custodians.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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 previously worked at Waddell & Reed Inc and Ameriprise. Outside of her advisory role, she serves as a delegate for the American Kennel Club, a position she has held since 2016. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset allocation strategies and a variety of investment vehicles, with discretionary trading authorized as agreed with clients.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Joshua P

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. with eight years of industry experience. He holds the Series 65 designation and has previously worked at Royal Blue Capital and Missouri State University. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm uses a customized asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Mcdonald is a CFP® with 15 years of experience and is currently affiliated with FAS Wealth Partners, Inc. He has worked with Financial Advisory Service, Inc. and FAS Corp. for over a decade. Outside of his advisory role, he oversees financial plan development and portfolio management at Financial Advisory Service, Inc., the parent company of FAS Corp. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Kevin A

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Kevin Amey is a CFP® professional with 17 years of industry experience, currently advising at FAS Wealth Partners, Inc. His career includes roles at Financial Advisory Service, Inc., Koesten, Hirschmann & Crabtree, Inc., Securian Financial Services, Inc., and Merrill. FAS Wealth Partners serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies using a variety of investment vehicles and discretionary trading when authorized.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Jacob B

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jacob Barnes is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory work, he manages a residential rental property in Kansas City, Missouri. He is affiliated with FAS Wealth Partners, Inc., a multi-team firm that serves individual clients, trusts, estates, corporations, and plan sponsors. The firm employs customized asset-allocation strategies and uses discretionary trading authority when authorized, implementing diversified portfolios through mutual funds, ETFs, individual securities, and occasionally alternative investments.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Bennett L

CFP®, Series 63, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Bennett Long is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has held prior roles at LPL Financial LLC, Securities America Advisors, Waddell & Reed, Inc., and Wells Fargo Advisors. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors with fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm employs customized asset allocation strategies and a diverse mix of investment vehicles, supported by multiple corporate affiliations and institutional custodians.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Michael R

CFA®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

Michael Rode is a CFA® charterholder with 20 years of industry experience. He is currently with FAS Wealth Partners, Inc. and previously worked at American Century Investment Services, Inc. and SunTrust Robinson Humphrey, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans with fee-based advisory services that include discretionary and non-discretionary portfolio management, financial planning, and ERISA-related consulting. The firm employs customized asset-allocation strategies and uses a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Michael F

CFP®, ChFC®, Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Michael Filing is a CFP® and ChFC® credentialed advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. His prior roles include positions at UMB Bank, LPL Financial, and TIAA-CREF. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors with fee-based advisory services that include portfolio management, financial planning, and ERISA consulting. The firm uses customized asset-allocation strategies and a mix of investment vehicles, including mutual funds, ETFs, and individual securities, while maintaining multiple corporate affiliations and referral relationships.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Anna B

CFP®

Leawood, KS

FAS Wealth Partners, Inc.

Anna Barnes is a CFP® professional with 20 years of industry experience. She is currently with FAS Wealth Partners, Inc., where she has worked since 2020. Prior to this, she held positions at BAMCO Investments LLC, Townsend Place Condominium, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers fee-based advisory services with customized asset-allocation strategies, utilizing mutual funds, ETFs, individual securities, and occasionally alternative investments.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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., holding Series 63 and Series 65 licenses and bringing four years of industry experience. He also operates JMS Legal, LLC, a sole proprietorship providing attorney services. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC for four years. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm utilizes customized asset-allocation strategies with discretionary trading authority when authorized and employs a diversified mix of investments alongside third-party managers and multiple corporate affiliations.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Jason H

CFP®, CFA®, Series 65, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jason Harrison is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2021, following roles at UMB Financial Services and American Century Advisory Services. FAS Wealth Partners serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies with discretionary and non-discretionary portfolio management, utilizing a diverse mix of investment vehicles and third-party managers.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Blake A

CFP®, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Blake Arnold is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FAS Wealth Partners, Inc. and previously worked at Commerce Bank and Mid Missouri Bank. Prior to his financial services career, he was employed at Eat Fit Go. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm uses customized asset-allocation strategies implemented through mutual funds, ETFs, individual securities, and occasionally alternative investments, supported by multiple corporate affiliations and institutional custodians.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

John M

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

John Munz is a CFP® with seven years of industry experience, currently serving at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and CD Wealth Management. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors with fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a variety of investment vehicles, supported by multiple corporate affiliations and institutional custodians.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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