Advisor at Triune Financial Partners, 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
Triune Financial Partners, LLC
Location
Overland Park, KS 66210
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
34 years
Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing approximately $1.3 billion in client assets across its team of 13 advisors.
Based on Triune Financial Partners, LLC
Based on Triune Financial Partners, LLC
Financial planning and consulting services may be charged on a fixed fee basis; educational seminars/workshops fees and article/white paper fees also charged as flat fees.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.45% $20,000,000 - $50,000,000: 0.35% $50,000,000 - $100,000,000: 0.30%
Certain personnel may receive commissions from insurance products sold separately; not part of advisory fees.
Financial planning fees may be charged on an hourly basis, rates typically starting at $100 per hour.
Fee-only: Financial planning fees typically range from $100 to $25,000, charged hourly or fixed fee basis; consulting fees negotiated per client; educational seminars/workshops fees range from $500 to $25,000 per session; article/white paper fees range from $500 to $2,500 per article.
Lighton Plaza Ii, 7400 College Blvd, Suite 300
Overland Park, KS 66210
Kansas · Texas
Purshe Kaplan Sterling Investments, Inc.
2011 - 2018 (7 years)
Triune Financial Partners
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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
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