Widener & Asher Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,118,558
Clients
35
Advisors
2
of 2 employees
About
Widener & Asher Asset Management LLC provides portfolio management and comprehensive financial planning for individuals, trusts, charitable organizations, pension plans, and select institutional clients, and the firm reports serving insurance company clients — an uncommon client type for firms in this peer group. Its services include retirement planning, investment strategy, and cash‑flow management, and the firm primarily manages client accounts on a discretionary basis.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes identifying and managing risk through diversification, asset allocation, rebalancing, and minimizing expenses, typically using readily marketable ETFs, mutual funds, stocks, bonds, and options. Investment decisions incorporate fundamental, quantitative, and qualitative analysis and draw on third‑party research sources such as Morningstar, Standard & Poor’s, Lipper, and Bloomberg, with strategies tailored to each client’s financial situation and risk tolerance.
Noteworthy aspects include the firm’s mix of individual and institutional work — including reported insurance company and pension plan clients — and principals with extended experience in financial planning and retirement‑plan administration, one of whom previously worked on numerous retirement plans. The firm operates under a formal Code of Ethics, maintains professional liability insurance, provides annual written portfolio reviews, and uses a qualified custodian for trade execution and custody.
Client services
Expertise
Fee options
Fees for a Comprehensive Financial Plan are negotiated based on complexity and client status.
$0 - $1,000,000: 0.50% $1,000,000 - $2,000,000: 0.45% $2,000,000 - $3,000,000: 0.40% $3,000,000 - $5,000,000: 0.35% $5,000,000+: 0.25%
Main office
13 N Main
Ellinwood KS 67526
Advisors at this office
2
Most active in
Kansas
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:
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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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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
Austin A
Series 65
Ellinwood, KS
Widener & Asher Asset Management LLC
Austin Asher is a financial advisor at Widener & Asher Asset Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Widener & Asher since 2009. Widener & Asher Asset Management LLC provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. The firm employs diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and various analysis methods supported by third-party research.
Michael W
CFP®
Ellinwood, KS
Widener & Asher Asset Management LLC
Michael Widener is a CFP® professional with 15 years of industry experience. He has been with Widener & Asher Asset Management LLC since 2009. The firm provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. Widener & Asher emphasizes diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and a combination of fundamental, quantitative, and qualitative analysis in their investment approach.
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