F

First American Financial Advisors, Inc.

Updated today

Client assets under management

$11,480,816

Clients

11

0% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

3

Very Low

Average account size

$1,043,711

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

Financial planning Portfolio management

Expertise

Wealth management General retirement planning College savings (529s, UTMA, etc.)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

1% annually, negotiable between 1% and 3%

Project-based

$125 per hour for financial planning and related services

Main office location

First American Financial Advisors, Inc.

6025 Metcalf Lane

Overland Park KS 66202, United States

Number of offices

1

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

Quick links

Advisors at this firm

user avatar

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.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

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.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")