The Perspective Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$225,078,095
Total clients
295
36% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
148
Average account size
$762,977
About
The Perspective Group is an SEC-registered advisory firm that primarily serves individual and high‑net‑worth clients, offering discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan consulting, and brokerage access through LPL Financial. It manages roughly $225 million in discretionary assets across a few hundred client relationships and also provides hourly/project financial planning engagements and tax preparation services through a related tax practice.
The firm builds customized asset allocations and model portfolios tailored to each client’s objectives and risk tolerance, using periodic review and rebalancing and offering access to LPL‑designed model portfolios and the algorithmic Guided Wealth Portfolios program. Technology features include WealthVision aggregation and secure document storage, and the firm discloses human oversight of AI tools used for note‑taking and research support.
Notable differences from many peers include acting as a wrap‑fee program sponsor, maintaining affiliated tax preparation capabilities staffed by CFP‑ and CPA‑designated professionals and an Enrolled Agent, and having representatives who can sell insurance and variable annuity products through LPL. The firm’s close operational relationship with LPL (custody, brokerage execution, and non‑cash support) and its combination of advisory, tax, and brokerage/insurance activities are features it discloses as part of its practice.
Client services
Expertise
Occupation focus
Fee options
Fixed fees generally range from $500 to $5,000 for financial planning services; may exceed $5,000 depending on complexity.
$0 - $100,000: 1.15% $100,001 - $250,000: 1.10% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.95% $1,250,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60% $10,000,001 - $12,500,000: 0.50% $12,500,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Custom
Commission-based compensation may be earned on products sold through LPL Financial broker/dealer services separate from advisory fees.
$325/hour for lead CFP Professionals; $250/hour for CFP and CPA Professionals; $175/hour for analysis or administrative work by non-professionals.
Account minimum: $5,000 Fee-only: Hourly consulting services ranging from $175 to $325 per hour depending on professional level; fixed fees generally range from $500 to $5,000, may exceed $5,000 depending on complexity.
Main office location
The Perspective Group
900 Massachusetts Street, Suite 602
Lawrence KS 66044, United States
Number of offices
1
Most active in
California · Florida · Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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