Advisor at Private Client Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Client Advisor Group, LLC
Location
Lenexa, KS
Credentials
Series 66
Industry experience
17 years
David Bush is a financial advisor with Private Client Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. Outside of advising, he is also licensed as an insurance agent. Private Client Advisor Group, LLC is an SEC-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm manages approximately $82.2 million with a team of five advisors, offering discretionary portfolio management and project-based financial planning using diversified portfolios grounded in modern portfolio theory.
Based on Private Client Advisor Group, LLC
Based on Private Client Advisor Group, LLC
Financial planning fixed fees up to $1,000 or higher depending on complexity; retirement plan fixed fees generally not to exceed $10,000
$0+: Up to 2.00% annually (negotiable and varies by service level and adviser) $0+: Up to 1.50% annually for retirement plan asset-based fees
Up to $200 per hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee for retirement plan services setup and general administrative services Fee-only: Investment management fees charged as a percentage of assets under management, financial planning fees charged as fixed fees or hourly rates, and retirement plan fees charged as fixed or asset-based fees; fees are negotiable.
Lenexa, KS
Kansas
Private Client Advisor Group, LLC
2024 - Present (2 years)
Owlfi Ria, Llc
2021 - Present (5 years)
Motiv8 Investments LLC
2019 - 2022 (3 years)
Unemployed
2018 - 2019 (1 year)
Allos Investment Adviosrs, LLC
2015 - 2018 (3 years)
Searcy Financial Services, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")