Advisor at AdamsBrown Wealth Consultants 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
AdamsBrown Wealth Consultants LLC
Location
Great Bend, KS 67530
Credentials
Series 63, Series 65
Industry experience
24 years
Fixed fees for retirement plan consulting services based on estimated hours; annual flat fee for retirement plan advisory services for first $500,000 to $1,000,000 in assets (specific amounts not disclosed).
$0+: 0.50% to 1.525% annually, varying based on factors such as complexity, financial planning inclusion, asset level, and relationship $0 - $500,000 to $1,000,000: Annual flat fee (specific amount not stated) for retirement plan advisory services $1,000,000+: Up to 1.525% annually on assets over $1,000,000 for retirement plan advisory services
Certain advisory persons are registered representatives of a broker-dealer and receive commission-based compensation for securities transactions and insurance product sales separate from advisory fees.
Financial planning services hourly fees up to $250/hour; retirement plan consulting hourly fees up to $200/hour.
Account minimum: AdamsBrown generally does not impose a minimum relationship size. Fee-only: Financial planning services offered on an hourly basis up to $250/hour; retirement plan consulting offered hourly up to $200/hour or fixed fees based on estimated hours.
AdamsBrown Wealth Consultants LLC
2020 - Present (6 years)
Private Client Services
2020 - 2025 (5 years)
McPHoldings LLC
2019 - Present (7 years)
W Holdings LLC
2018 - Present (8 years)
HD Vest Insurance Agency, LLC
2018 - 2020 (2 years)
HD Vest Advisory Services
2017 - 2020 (3 years)
Avantax Investment Services, INC.
2001 - 2020 (19 years)
Adams, Brown, Beran & Bell
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Great Bend, KS
Edward Jones
Series 65
Ellinwood, KS
Widener & Asher Asset Management LLC
CFP®
Ellinwood, KS
Widener & Asher Asset Management LLC
Series 65
Great Bend, KS
AdamsBrown Wealth Consultants LLC
Series 66
Great Bend, KS
Independent Financial partners
Series 66
Great Bend, KS
LPL Financial
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