FAS Wealth Partners, Inc.

RIASEC Registered

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$739K

Accounts

5,110

Employees

Advisory reps

Firm details

Headquarters: Leawood, Kansas
CRD number: 109796
Registered since: July 21, 1983
Website: www.faswealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI77.89%
Individuals18.83%
Pension & Profit Sharing Plans1.97%
Corporations / Businesses0.86%
Banking / Thrift Institutions0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

FAS Wealth Partners, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and client education through seminars and published periodicals. Its fee schedule is mixed—percentage-of-AUM arrangements are used alongside hourly and fixed-fee engagements and other billing models. The firm reports industry affiliations with broker-dealers, accounting firms, law firms and insurance companies. The firm has been recognized in trade media: it appeared on FA Magazine’s Top RIA Firms list in 2020 and has been featured by Forbes on its Top RIA Firms lists in 2022, 2023 (America’s Top RIA Firms) and 2024. FAS Wealth Partners does not identify as an active ESG investor and is not positioned as a capital allocator; its stated preferences and filings indicate a focus on traditional wealth-management services and model/managed-account delivery rather than running third-party fund platforms.