FAS Wealth Partners, Inc. logo

FAS Wealth Partners, Inc.

Updated today

Client assets under management

$3,652,031,598

Clients

1,524

40% high-net worth

Advisors

22

of 33 employees

Firm type

Multi Team

Clients per advisor

69

Typical

Average account size

$2,396,346

About

FAS Wealth Partners provides fee‑based advisory services to a mix of individuals (including high‑net‑worth clients), trusts, estates, corporations, employer‑sponsored retirement plans and banking or thrift organizations. Services described in the brochure include ongoing discretionary portfolio management, Comprehensive and Target financial planning, and ERISA 3(21)/3(38) investment advice for defined contribution and defined benefit plans.

The firm’s investment process is centered on asset allocation aligned with written investment objectives (ranging from Capital Preservation to Growth) and combines internal portfolio management with the use of third‑party managers, research tools such as Morningstar and YCharts, and account aggregation technology (ByAllAccounts). FAS also outlines tax‑aware practices (e.g., tax‑loss harvesting) and occasional use of alternative vehicles and structured products, with accompanying disclosures about liquidity, credit and other risks.

Noteworthy features disclosed in the brochure include formal affiliations and on‑site professional services beyond typical multi‑team advisories: an affiliated broker‑dealer/insurance agency, a wholly owned tax/accounting subsidiary for tax preparation referrals, and firm attorneys who provide legal referrals and may meet with clients at the firm’s office. The brochure also notes the firm accepts banking/thrift clients, refers trust business to a trust company in which a shareholder has an ownership interest, and provides regular written client reports and event communications supported in part by product providers.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Defined contribution plans

Expertise

Tax-loss harvesting Retirement income strategy Debt management

Fee options

Fixed

Fixed engagement fees for financial planning up to $25,000, negotiable

Percentage

$0 - $500,000: up to 1.50% per annum (typical maximum) $500,000+: fees subject to negotiation and may be lower than typical maximum

Commissions

Separate commissions may be earned by affiliated broker-dealer FAS Corp. for insurance and annuity products

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $500,000 Minimum fee: Minimum quarterly fee up to $1,250 ($5,000 annually), negotiable Fee-only: Financial planning fees charged on hourly basis up to $500 per hour or fixed fees up to $25,000, negotiable

Main office location

FAS Wealth Partners, Inc.

4747 W 135 Street, Suite 100

Leawood KS 66224, United States

Number of offices

1

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler E

CFP®, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Tyler Eckert is a CFP® professional with four years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and has a background that includes roles outside the financial sector. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing a fiduciary standard and a research-driven investment approach.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jason C

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jacquelyn G

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jacquelyn Glenn is a financial advisor with FAS Wealth Partners, Inc. in Leawood, Kansas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Waddell & Reed Inc. for 12 years and has been involved with the American Kennel Club as a delegate since 2016. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing a research-driven investment approach with tax-aware strategies and third-party managers.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Joshua P

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following prior roles at Royal Blue Capital, Missouri State University, and the City of Belton. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation strategies and tax-aware techniques under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Mcdonald is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He has been with Financial Advisory Service, Inc. and its affiliated entity FAS Corp. since 2010. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering portfolio management and financial planning guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Kevin A

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Kevin Amey is a CFP® professional with 16 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2019. Prior to that, he spent seven years at Koesten, Hirschmann & Crabtree, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, employing asset allocation strategies, tax-aware techniques, and third-party managers under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jacob B

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jacob Barnes is a CFP® with 13 years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has been associated with Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory role, he manages a residential rental property in Kansas City, Missouri. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment-advice services to individuals, trusts, estates, corporations, and retirement plans, utilizing asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Bennett L

CFP®, Series 63, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Bennett Long is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has previously worked at firms including LPL Financial LLC, Osaic Wealth, and Securities America Advisors. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and providing portfolio management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a combination of asset allocation strategies, third-party managers, and tax-aware techniques while operating under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

John M

Series 63

Leawood, KS

FAS Wealth Partners, Inc.

John Meier is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with FAS Corp., John A. Meier, PC, and Financial Advisory Service, Inc. since 1997. In addition to his advisory role, Meier practices law as an attorney licensed in Missouri and Kansas, providing legal services to some clients of FAS Corp. and Financial Advisory Service, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans, utilizing a diversified investment approach that includes third-party managers and tax-aware strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

James D

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

James Dussold is a CFP® with 40 years of industry experience, currently serving as Executive Vice President, Treasurer, Secretary, and shareholder at FAS Corp., where he has worked since 1997. He is also affiliated with Financial Advisory Services Inc., a registered investment adviser. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and employer-sponsored plans, employing a multi-manager, asset allocation approach under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Michael F

CFP®, ChFC®, Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Michael Filing is a CFP® and ChFC® with 15 years of experience in financial advising. He has worked at FAS Wealth Partners, Inc. since 2022 and previously spent nine years at UMB Bank. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing asset allocation and a mix of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Anna B

CFP®

Leawood, KS

FAS Wealth Partners, Inc.

Anna Barnes is a CFP® professional with 19 years of experience in financial advising. She is currently with FAS Wealth Partners, Inc. and its affiliated firms, including FAS Corp. and Financial Advisory Service, Inc., where she has worked since 2020. Her prior experience includes roles at BAMCO Investments LLC and Waddell & Reed, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for about 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advisory services to individuals, trusts, estates, corporations, and retirement plans, employing a mix of manager- and fund-level strategies with tax-aware techniques.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jason S

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Salinardi is an advisor at FAS Wealth Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal services, currently operating JMS Legal LLC as a sole owner. Prior to his current roles, he worked at Sandberg Phoenix & Von Gontard PC and BridgeBuildup Tax & Legal Services Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and institutional clients, employing a range of asset allocation and manager-level strategies alongside tax-aware techniques.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

Jason H

CFP®, CFA®, Series 65, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
user avatar

John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Meier is a CFP® with 25 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002. He is a member of FAS Wealth Partners, an SEC-registered advisory firm that manages approximately $3.08 billion in assets for around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a range of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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