Fortune Financial Advisors, LLC

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Client assets under management

$261,807,995

Clients

206

41% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$1,270,913

About

Fortune Financial Advisors serves individuals, businesses, and retirement plans and manages roughly $322.6 million in client assets across about 206 client relationships. The firm provides discretionary investment management, financial planning, and consulting services and may recommend or engage outside managers to implement client strategies.

Fortune Financial typically manages portfolios on a discretionary basis, rebalancing holdings to match documented client objectives and risk tolerances, and uses mutual funds, ETFs and individual securities in its strategies. The firm operates as a fiduciary for advisory and retirement accounts, collects detailed financial information from clients, and may delegate portfolio management to third‑party managers when appropriate.

Distinctive aspects include a relatively high average asset level per client (over $1.5 million) and an explicit willingness to employ margin and options alongside traditional investment vehicles. The firm also discloses that some associated persons are licensed insurance brokers who may receive commissions for non‑securities products, recently expanded its disclosures about using outside managers, and does not vote client proxies (but will discuss proxy matters with clients upon request).

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner

Fee options

Fixed

$50.00 to $5,000.00 for financial planning services

Percentage

$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,000 - $1,000,000: 1.50% $1,000,001+: 1.25%

Project-based

$25.00 to $500.00 per hour

Other

Account minimum: $100,000

Main office location

Fortune Financial Advisors, LLC

11600 College Blvd, Suite 225

Overland Park KS 66210, United States

Number of offices

Most active in

Florida · Kansas · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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.

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.

Forms ADV

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

Quick links

Website 913-393-0038

Advisors at this firm

Jon A

Series 66

Overland Park, KS

Fortune Financial Advisors, LLC

Jon Albarelli is a financial advisor at Fortune Financial Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Marine Corps Community Services. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client accounts primarily on a discretionary basis using mutual funds, stocks, and ETFs, and operates with a small team of five advisors.

Options & derivatives strategies Wealth management Founder/Business Owner

Lawrence H

Series 66

Overland Park, KS

Fortune Financial Advisors, LLC

Lawrence Hamtil is a financial advisor at Fortune Financial Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Fortune Financial Advisors since 2007. Outside of his advisory role, he is a licensed insurance independent agent for life, variable annuities, and health insurance in Kansas and Missouri. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client portfolios primarily using mutual funds, stocks, and exchange-traded funds, and operates with a team of five advisors.

Options & derivatives strategies Wealth management Founder/Business Owner

Stanley S

Series 63, Series 65

Overland Park, KS

Fortune Financial Advisors, LLC

Stanley Stark is a financial advisor at Fortune Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in roles including tax preparation and consulting at Arbor Creek Tax Service since 2014, CPA exam instruction with Becker Professional Education since 2008, and service as a Chief Petty Officer in the United States Navy Reserve since 1999. Fortune Financial Advisors is a small team-based firm managing approximately $202.4 million for around 178 clients. The firm provides fee-based investment management, financial planning, and consulting primarily for individuals, businesses, and retirement plans, utilizing discretionary portfolio management with mutual funds, stocks, ETFs, and other strategies.

Options & derivatives strategies Wealth management Founder/Business Owner

Kelli H

Series 65

Overland Park, KS

Fortune Financial Advisors, LLC

Kelli Harpe is a financial advisor at Fortune Financial Advisors, LLC with a Series 65 designation and four years of industry experience. Prior to joining Fortune Financial Advisors in 2024, she worked at Open Road Wealth Management, LLC from 2021 to 2024 and has a background that includes nearly three decades at the Federal Bureau of Prisons. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages approximately $202.4 million for about 178 clients and operates with a team of five advisors.

Options & derivatives strategies Wealth management Founder/Business Owner

Dennis W

Series 63, Series 65

Overland Park, KS

Fortune Financial Advisors, LLC

Dennis Wallace is a financial advisor at Fortune Financial Advisors, LLC in Overland Park, KS, with 26 years of industry experience. He has been with Fortune Financial Advisors since 2007. In addition to his advisory role, he is also an insurance agent. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans, managing approximately $202.4 million for about 178 clients through a team of five advisors.

Options & derivatives strategies Wealth management Founder/Business Owner

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