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The Perspective Group

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Client assets under management

$222,944,464

More info

Clients

295

36% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

148

Very High

Average account size

$755,744

About

The Perspective Group is an SEC-registered advisory firm that primarily serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan consulting, and brokerage access through LPL Financial. It manages roughly $225 million in discretionary assets across a few hundred client relationships and also provides hourly/project financial planning engagements and tax preparation services through a related tax practice.

The firm builds customized asset allocations and model portfolios tailored to each client’s objectives and risk tolerance, using periodic review and rebalancing and offering access to LPL‑designed model portfolios and the algorithmic Guided Wealth Portfolios program. Technology features include WealthVision aggregation and secure document storage, and the firm discloses human oversight of AI tools used for note‑taking and research support.

Notable differences from many peers include acting as a wrap‑fee program sponsor, maintaining affiliated tax preparation capabilities staffed by CFP‑ and CPA‑designated professionals and an Enrolled Agent, and having representatives who can sell insurance and variable annuity products through LPL. The firm’s close operational relationship with LPL (custody, brokerage execution, and non‑cash support) and its combination of advisory, tax, and brokerage/insurance activities are features it discloses as part of its practice.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed fees generally range from $500 to $5,000 for financial planning services; may exceed $5,000 depending on complexity.

Percentage

$0 - $100,000: 1.15% $100,001 - $250,000: 1.10% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.95% $1,250,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60% $10,000,001 - $12,500,000: 0.50% $12,500,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Custom

Commissions

Commission-based compensation may be earned on products sold through LPL Financial broker/dealer services separate from advisory fees.

Project-based

$325/hour for lead CFP Professionals; $250/hour for CFP and CPA Professionals; $175/hour for analysis or administrative work by non-professionals.

Other

Account minimum: $5,000 Fee-only: Hourly consulting services ranging from $175 to $325 per hour depending on professional level; fixed fees generally range from $500 to $5,000, may exceed $5,000 depending on complexity.

Main office location

The Perspective Group

900 Massachusetts Street, Suite 602

Lawrence KS 66044, United States

Number of offices

1

Most active in

More info

California · Florida · Kansas · Missouri · 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 Form ADV Part 3: Client Relationship

Quick links

Facebook X Website (785) 749-1881

Advisors at this firm

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Garrett H

CFP®, Series 66

Lawrence, KS

The Perspective Group

Garrett Halton is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Lawrence, KS. He has worked at LPL Financial since 2013 and also operates The Perspective Group, where he provides tax preparation services in addition to investment advisory. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management strategies, combining large-scale advisory operations with a broad range of financial products and services.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive Retired
user avatar

Stephen L

CFP®, Series 66

Lawrence, KS

The Perspective Group

Stephen Lane is a CFP® with 21 years of industry experience, currently serving as a financial advisor at The Perspective Group since 2015. He has also been associated with LPL Financial LLC since 2004. In addition to his advisory role, Lane is involved in tax preparation and accounting services through an affiliated business. The Perspective Group advises primarily individual and high-net-worth clients, managing approximately $174 million across about 300 accounts. The firm offers tailored investment management, financial planning, retirement-plan consulting, and brokerage execution through LPL Financial, alongside tax preparation and insurance products.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive Retired
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