First American Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
First American Financial Advisors provides discretionary portfolio management and periodic financial planning and consulting to individuals, high-net-worth clients, trusts, estates, corporations and retirement accounts. Like many investment-advisory teams, the firm primarily charges asset-based fees and manages portfolios across stocks, bonds and mutual funds.
The firm employs both technical and fundamental analysis and generally accepts full discretionary authority to select and trade securities, with accounts reviewed at least annually for concentration, suitability and performance. Advisers are required to be registered with an affiliated broker-dealer, and advisory assets are custodied through an established clearing firm while some transactional business is executed through the affiliated broker-dealer.
Noteworthy aspects include a governance structure centered on a single supervisory principal who oversees both the adviser and its broker-dealer affiliate, and a client roster concentrated in a relatively small number of accounts with modest total assets under management. The brochure discloses regulatory and arbitration matters involving the affiliated broker-dealer rather than the adviser itself, and the affiliation creates arrangements for mutual fund distribution/service fees to be paid to the broker-dealer and shared with advisers in certain cases.
Client services
Expertise
Fee options
1% annually, negotiable between 1% and 3%
$125 per hour for financial planning and related services
Main office
See office6025 Metcalf Lane
Overland Park KS 66202
Advisors at this office
2
Offices (3)
Most active in
Kansas · Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Perry W
ChFC®, Series 63, Series 65
Lee's Summit, MO
First American Financial Advisors, Inc.
Perry Woolard is a financial advisor with First American Financial Advisors, Inc. in Lee's Summit, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 38 years running Woolard & Associates. In addition to advising, he is the owner of Woolard and Associates Financial Services, an insurance business offering life, health, and disability products on a commission basis. First American Financial Advisors provides discretionary portfolio management and periodic financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and typically manages portfolios with full discretionary authority.
Edward C
Series 63, Series 65
Overland Park, KS
First American Financial Advisors, Inc.
Edward Colburn Jr. is a financial advisor with First American Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Great American Investors, Inc. since 2006. Colburn serves as a trustee of the Pentz Family Trust and as executor of the Karin V. Pence estate, overseeing management and disposition duties. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts, using both technical and fundamental analysis with primarily asset-based fees.
Barry B
Series 63, Series 65
Parkville, MO
First American Financial Advisors, Inc.
Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.
Von H
Series 63, Series 65
Overland Park, KS
First American Financial Advisors, Inc.
Von Hampton is a financial advisor at First American Financial Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Great American Investors, Inc. since 2014. In addition to his advisory role, Hampton is president and owner of Hampton & Hampton PA, Inc., a public accounting firm specializing in tax accounting and life insurance. First American Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and generally operates under full discretionary authority over client portfolios.
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