P

Professional Asset Management, Inc

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Client assets under management

$11,620,000

Clients

20

40% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

10

Very Low

Average account size

$581,000

About

The firm provides financial planning and investment supervisory services to individuals (including high‑net‑worth clients), retirement plans, and trusts. It manages roughly $11.6 million for about 20 clients and typically delivers a written financial plan together with implementation and ongoing monitoring of investment recommendations.

The firm’s approach centers on an individualized financial planning process that collects detailed client data, presents a written plan, implements agreed recommendations, and conducts regular reviews—accounts are monitored at least weekly and reviewed more frequently in volatile markets with stop‑loss triggers. Recommended investments commonly include no‑load mutual funds, exchange‑traded funds, government securities, and equity‑indexed and fixed annuities, and most client accounts are managed on a discretionary basis.

Notably, the firm also maintains a licensed insurance brokerage activity and places insurance products for clients, assigning commissions to the firm; in some years commissions from insurance sales have represented a majority of firm revenues, a potential conflict that the firm discloses and seeks client consent for. The firm does not charge percentage‑of‑assets‑under‑management advisory fees and instead uses flat or hourly fee arrangements, and it has provided advisory services since 1985.

Client services

Financial planning Portfolio management Insurance consulting

Expertise

General retirement planning Annuities Long-term care insurance Life insurance needs analysis Charitable giving & philanthropy

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Fee options

Fixed

Flat fees for financial planning services ranging from $500 to $3,000 initially, and $300 to $1,000 for subsequent yearly updates

Commissions

Commissions received from insurance product sales, assigned to the firm; commissions may exceed 50% of revenues in some years

Project-based

Typically $300 per hour for advisory services billed monthly upon completion

Other

Fee-only: Financial planning fees range from $500 to $3,000 initially; subsequent yearly updates range from $300 to $1,000; hourly rates typically $300/hour

Main office location

Professional Asset Management, Inc

Lenexa KS, United States

Number of offices

2

Most active in

More info

Kansas · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

913-558-5903

Advisors at this firm

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user avatar

Daniel C

Series 63, Series 65

Lenexa, KS

Professional Asset Management, Inc

Daniel Compton is a financial advisor with Professional Asset Management, Inc. in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Professional Asset Management, Inc. since 1985. In addition to his advisory role, he is also licensed as an insurance agent with various insurance companies. Professional Asset Management, Inc. provides financial planning and investment supervisory services to individuals, retirement plans, and trusts, managing approximately $11.6 million for about 20 clients. The firm follows an individualized financial planning process with regular account monitoring and typically recommends no-load mutual funds, ETFs, government securities, and annuities.

General retirement planning Annuities Long-term care insurance Life insurance needs analysis Charitable giving & philanthropy
user avatar

Gregory A

Series 65

Lenexa, KS

Professional Asset Management, Inc

Gregory Addison is a financial advisor at Professional Asset Management, Inc with 13 years of industry experience. He holds the Series 65 credential and has worked at Professional Asset Management, Inc since 2018, following a seven-year tenure at Lewer Financial Advisors, LLC. Professional Asset Management, Inc provides financial planning and investment supervisory services to individuals, retirement plans, and trusts. The firm manages approximately $11.6 million for about 20 clients and emphasizes an individualized planning process that includes detailed data collection, written plans, implementation, and ongoing monitoring, using primarily no-load mutual funds, ETFs, government securities, and annuities.

General retirement planning Annuities Long-term care insurance Life insurance needs analysis Charitable giving & philanthropy
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