Advisor at Sapphire Wealth Planning LLC
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Firm
Sapphire Wealth Planning LLC
Location
Overland Park, KS 66210
Credentials
Series 63, Series 65
Industry experience
21 years
Larry Yeatman is a financial advisor at Sapphire Wealth Planning LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he owns Yeatman Insurance, a property and casualty insurance business. Sapphire Wealth Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm employs a long-term investment approach using various analytical methods and manages portfolios in-house, offering educational seminars to clients at no charge.
Based on Sapphire Wealth Planning LLC
Based on Sapphire Wealth Planning LLC
Comprehensive Financial Planning only: fixed annual fee of $4,100, payable quarterly ($1,025) or upfront plus monthly payments
Minimum fee: Fixed annual fee of $4,100 for comprehensive financial planning
11863 W. 112 Th St, Suite 100
Overland Park, KS 66210
Kansas · Missouri
Sapphire Wealth Planning LLC
2021 - Present (5 years)
FARMERS FINANCIAL SOLUTIONS
2003 - 2021 (18 years)
Farmers Insurance Group
1989 - 2021 (32 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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