The Perspective Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$222,944,464
Clients
295
Advisors
2
of 5 employees
About
The Perspective Group is an SEC-registered advisory firm that primarily serves individual and high-net-worth clients with comprehensive financial planning, ongoing investment management, retirement-plan consulting, and access to brokerage services through LPL Financial. The firm reports managing approximately $225 million in client assets across its advisory relationships and offers both discretionary and non-discretionary account management along with tax preparation services made available through its affiliated business.
Its investment approach blends tailored portfolio construction and regular account supervision with model-driven options, including participation in LPL’s Guided Wealth Portfolios and third‑party model selections, and it provides consolidated reporting and client aggregation through WealthVision. The firm emphasizes electronic communications and automated model adjustments while maintaining human oversight, and it discloses use of AI tools for real‑time note-taking and preliminary data analysis to support advisor work.
What distinguishes The Perspective Group from many peers is a combination of arrangements that are statistically uncommon: it sponsors a wrap-fee program, maintains an affiliated tax preparation business and its advisors also offer brokerage and insurance products through LPL Financial. The brochure discloses these interrelationships and the firm describes policies and disclosures intended to address the attendant conflicts of interest that can arise from selling other financial products and from the wrap and affiliation structures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed (flat) financial planning fees generally range from $500 to $5,000, potentially more depending on complexity.
$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
The Perspective Group offers brokerage services through LPL Financial, a separate entity, generating commissions; also insurance commissions earned by advisory persons separately.
$175/hour for non-professional team members; $250/hour for CFP and CPA professionals; $325/hour for lead CFP professionals.
Account minimum: $5,000 Fee-only: Financial planning services on an hourly fee basis of $250 to $325 per hour; Fixed fees generally range from $500 to $5,000, possibly exceeding $5,000 based on complexity.
Main office
1421 Research Park Drive, Suite 3 A
Lawrence KS 66044
Advisors at this office
2
Most active in
California · Florida · Kansas · Missouri · Texas
Also doing business as
The Perspective Group · The Perspective Group, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Garrett H
CFP®, Series 66
Lawrence, KS
The Perspective Group
Garrett Halton is a CFP® professional with 13 years of industry experience. He has worked at The Perspective Group since 2015 and has been associated with LPL Financial since 2013. In addition to his advisory role, he provides basic tax preparation services through an affiliated business. The Perspective Group is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan consulting. The firm employs a model-driven investment approach with both discretionary and non-discretionary account management and offers tax preparation services through its affiliated business.
Stephen L
CFP®, Series 66
Lawrence, KS
The Perspective Group
Stephen Lane is a financial advisor at The Perspective Group in Lawrence, KS, holding CFP® and Series 66 designations with 21 years of industry experience. He has been with The Perspective Group since 2015 and previously worked at LPL Financial LLC since 2004. In addition to advisory services, he is involved in tax preparation and bookkeeping through an affiliated business. The Perspective Group is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan consulting. The firm uses a model-driven investment approach with both discretionary and non-discretionary management and integrates tax preparation services through its affiliated business.
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