Modern Wealth Management, LLC

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Total assets under management

$6,148,915,787

Total clients

6,590

26% high-net worth

Total advisors

of 150 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

122

Average account size

$933,068

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Modular planning services offered for standalone fees; estate planning flat fees through EncorEstate Plans; transition and project-specific fees for retirement plans may be flat dollar amounts.

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%

Commissions

Commission received through affiliated insurance services (Modern Wealth Insurance Services, LLC) on insurance products sold.

Other

Account minimum: $250,000 in investable assets per household (subject to waiver or negotiation) Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone financial plans; tax planning and preparation fees negotiated separately; estate planning fees vary and may include flat fees and fees ranging from $500 to $15,000 for estate plan funding services.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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.

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.

Main office location

Modern Wealth Management, LLC

13550 W 95 Th St.

Lenexa KS 66227, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 913-393-1000

Advisors at this firm

Jason G

Series 63, Series 65

Lenexa, KS

Modern Wealth Management, LLC

Jeffrey E

Series 66

Lenexa, KS

Modern Wealth Management, LLC

Martin J

Series 63, Series 65

Mooresville, IN

Modern Wealth Management, LLC

David T

Series 65

Mesa, AZ

Modern Wealth Management, LLC

Lawrence S

Series 65, Series 66

Calabasas, CA

Modern Wealth Management, LLC

Joshua D

CFP®, Series 65

Lenexa, KS

Modern Wealth Management, LLC

Hayden P

Series 65

Lenexa, KS

Modern Wealth Management, LLC

Mark E

Series 65, Series 66

Mesa, AZ

Modern Wealth Management, LLC

Stephen H

CFP®, Series 66

Rochester, NY

Modern Wealth Management, LLC

Jeremiah J

Series 63, Series 65

Glidden, IA

Modern Wealth Management, LLC

Preston P

CFP®, Series 65

Boise, ID

Modern Wealth Management, LLC

Todd T

Series 65

Mesa, AZ

Modern Wealth Management, LLC

Thomas B

CFP®, Series 66

Boise, ID

Modern Wealth Management, LLC

Elyssa S

CFP®

Mesa, AZ

Modern Wealth Management, LLC

Trevor K

Series 65

Boise, ID

Modern Wealth Management, LLC

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