Kedrec LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kedrec serves individual clients — including both high-net-worth and non-HNW households — as well as trusts, estates and business entities. The firm provides comprehensive wealth planning and ongoing wealth management, including retirement planning, tax coordination, portfolio construction, 1031 exchange consulting, and consolidated account reporting.
Kedrec delivers advice through semiannual engagement cycles and a subscription-style wealth management model that separates passive advisory (no asset‑based fee for passive services) from optional discretionary active portfolio management. The firm emphasizes customized planning work—cash‑flow and retirement projections, Social Security optimization, estate reviews, and annual tax-return review—and aggregates client accounts using third‑party technology for consolidated reporting.
What distinguishes Kedrec from many peers is its insurance affiliation: the firm is connected with a licensed insurance agency and several advisers are licensed insurance agents who may receive commission-based compensation for insurance products (the relationship and potential conflicts are disclosed). The firm also offers access to a range of alternative and private investments (Delaware Statutory Trusts, Qualified Opportunity Zone funds, private equity/private debt, privately traded REITs, oil & gas partnerships) and provides related diligence and separate fee disclosures, which is notable for a small, three-advisor advisory practice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for wealth planning services up to $5,000.
$0 - $150,000: $99 per month ($1,188 annually) $150,000 - $200,000: $139 per month ($1,668 annually) $200,000 - $250,000: $179 per month ($2,148 annually) $250,000 - $300,000: $219 per month ($2,628 annually) $300,000 - $350,000: $259 per month ($3,108 annually) $350,000 - $400,000: $299 per month ($3,588 annually) $400,000 - $450,000: $339 per month ($4,068 annually) $450,000 - $500,000: $379 per month ($4,548 annually) $500,001 - $1,000,000: $399 per month ($4,788 annually) $1,000,001+: $399 per month ($4,788 annually) - if do not meet other criteria Accredited Investor income/net worth criteria+: $499 per month ($5,988 annually) Retired clients (any asset level)+: $599 per month ($7,188 annually)
Yes, commissions for insurance products sold by associated persons.
Up to $250 per hour for additional wealth planning appointments beyond included sessions.
Monthly subscription fees ranging from $99 to $599 depending on tier for wealth management services.
Account minimum: $100,000 Minimum fee: Fixed fee up to $5,000 for wealth planning services; additional hourly fee up to $250/hour for extra appointments. Fee-only: Wealth management subscriptions with monthly fees ranging from $99 to $599/month depending on tier; no asset-based fees for passive advisory services.
Main office
9393 W 110th St, Suite 100
Overland Park KS 66210
Advisors at this office
3
Most active in
Kansas · Missouri · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Quick links
Advisors at this firm
Austin K
Series 63, Series 65
Overland Park, KS
Kedrec LLC
Austin Klarin is a financial advisor at Kedrec LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily with Northwestern Mutual-related firms before joining Kedrec in 2026. Kedrec LLC serves individual clients, trusts, estates, and business entities, providing comprehensive wealth planning and management through a subscription-style model that separates passive advisory services from discretionary active portfolio management. The firm offers customized planning and consolidated reporting, with a notable affiliation to a licensed insurance agency and access to alternative and private investments.
Marcus S
CFP®
Overland Park, KS
Kedrec LLC
Marcus Scott is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Kedrec LLC. Prior to joining Kedrec, he held roles at QuickTrip, Fiduciary Capital Management LLC, and MOKAN Wealth Management. Kedrec LLC serves individual clients, trusts, estates, and business entities, offering comprehensive wealth planning and management services. The firm employs a subscription-style model that separates passive advisory services from discretionary portfolio management and provides customized planning and consolidated reporting.
Michael D
Series 65
Overland Park, KS
Kedrec LLC
Michael Decker is a Series 65-licensed advisor with Kedrec LLC in Overland Park, KS, and has three years of industry experience. He is involved in multiple business activities including serving as president of The Advisor Suite, a company focused on coaching operations and marketing, and developing a personal budgeting app through Cash Flow and Capital LLC. Kedrec LLC serves individual clients, trusts, estates, and business entities with comprehensive wealth planning and management. The firm distinguishes itself by offering a subscription-style wealth management model, integrating insurance services, and providing access to a range of alternative and private investments.
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