FAS WEALTH PARTNERS, INC.

RIASEC RegisteredEst. 1983

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. operates as an independent registered investment adviser organized as a corporation and has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional accounts and is owned by domestic entities and individuals. Its fee arrangements include percentage-of-assets, hourly charges, fixed fees, and other fee models. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses, and institutions, plus ongoing client education through newsletters and seminars. The firm is not positioned as an ESG-focused allocator and does not report multi-state adviser status or pension consulting as primary lines of business. FAS Wealth Partners maintains industry relationships with broker-dealers, accounting firms, law firms, and insurance companies that support its advisory work. The firm has been recognized in industry rankings, appearing on lists such as FA Magazine’s Top RIA Firms (2020) and multiple Forbes Top RIA Firms lists (2022, 2023, 2024).