Sarver Vrooman Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$448,972,164
Clients
291
Advisors
4
of 5 employees
About
Sarver Vrooman Wealth Advisors provides discretionary and non‑discretionary asset management, retirement‑plan advisory (3(21)) services, and financial planning and consulting. Its client base includes individuals (including high‑net‑worth clients), trusts, estates, corporations and qualified retirement plans, with both managed accounts and plan assets under oversight.
The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance, using a mix of fundamental, technical, charting and cyclical analysis and conducting periodic (generally quarterly) reviews and rebalancing as warranted. For plan sponsors it assists with investment policy development, monitoring of plan investment options, participant education and implementation support while leaving ultimate plan decisions with the sponsor.
Notable features include a multi‑hundred‑million dollar asset base managed by a small advisory team, no stated account minimum, and provision of financial planning services without a separate charge. The firm also requires use of a designated broker‑dealer (Trade‑PMR Inc.), discloses receipt of custodial “soft‑dollar” benefits, and discloses a relationship with Halo related to annuity broker‑of‑record transitions (for which it may receive compensation), conflicts it says it mitigates through disclosure and fiduciary procedures.
Client services
Occupation focus
Fee options
Fees for ERISA Plan Services may be charged as a flat fee; Financial planning services are not charged.
$0 - $999,999.99: 1.25% $1,000,000 - $1,999,999.99: 1.00% $2,000,000+: 0.75%
Main office
9237 Ward Parkway, Suite 320
Kansas City MO 64114
Advisors at this office
4
Most active in
Florida · Kansas · Missouri · Nebraska · New Hampshire · New Jersey · 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ron D
Series 63, Series 65
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Ron Dietz is a financial advisor at Sarver Vrooman Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sarver Vrooman in 2025, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He has ownership in R3D3, LLC, a holding company. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs a variety of analytical methods, and serves plan sponsors through investment policy support and participant education.
Jessica E
Series 63, Series 66
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Jessica Estes Fleischmann is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process is guided by client objectives and includes regular account reviews and rebalancing, offering services without account minimums or charges for financial planning.
Peter V
Series 63, Series 65
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Peter Vrooman is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. He serves on the Board of Trustees for Barstow School, participating in budget, enrollment, fundraising, endowment portfolio performance, and strategic planning discussions. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and conducts regular account reviews with flexible investment approaches.
Thomas K
Series 66
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Thomas King is a financial advisor at Sarver Vrooman Wealth Advisors LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Foreside Fund Services, LGT Capital Partners, and Hatteras Capital. King served in the 82nd Airborne Division of the US Army from 2016 to 2018. He is also the owner of TPK, LLC, a holding company for a financial practice. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm bases its investment process on client objectives, using various analytical methods, and offers services without account minimums or charges for financial planning.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)