Professional Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees for financial planning services ranging from $500 to $3,000 initially, and $300 to $1,000 for subsequent yearly updates
Commissions received from insurance product sales, assigned to the firm; commissions may exceed 50% of revenues in some years
Typically $300 per hour for advisory services billed monthly upon completion
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
See officeLenexa KS
Advisors at this office
1
Offices (2)
Most active in
Kansas · Texas
Also doing business as
Professional Asset Management, Inc · Professional Asset Management, Inc.
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
Advisors at this firm
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.
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.
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