World Class Unlimited, Inc. logo

World Class Unlimited, Inc.

Updated today
Find your advisor

Client assets under management

$53,611,120

Clients

143

9% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

72

High

Average account size

$374,903

About

World Class Unlimited, Inc. provides discretionary investment advisory and financial planning services to individuals (including high net worth clients), trusts and estates, charitable organizations, and business entities. In addition to portfolio management and planning, the firm also offers tax, payroll, and insurance services and refers clients to an affiliated insurance agency.

The firm manages client accounts on a discretionary basis after an initial assessment of investment objectives, risk tolerance, and financial circumstances, and provides ongoing monitoring and rebalancing. Its investment implementation emphasizes relative-strength trend-following and technical analysis, typically using concentrated 4–6 position portfolios constructed with ETFs and mutual funds and employing a cash filter to manage exposure.

Noteworthy aspects include the integration of investment advice with accounting-like tax and payroll services and ownership of an insurance agency; associated persons are licensed insurance agents and may earn commissions on insurance sales, a conflict the brochure discloses. The firm also operates on a discretionary-only model, does not participate in wrap-fee or performance-fee programs, and does not vote proxies on client securities.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Cash flow / budgeting

Fee options

Fixed

One-time fixed fees for financial planning services (amount negotiable, with up to 50% invoiced upon signing and balance upon completion); ongoing fixed fees invoiced quarterly.

Percentage

$0 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.15% $500,000 - $999,999: 1.05% $1,000,000+: 0.90%

Commissions

Commission-based compensation through insurance products sold by licensed insurance agents affiliated with the firm.

Project-based

$150 per hour with a minimum charge of $500 for financial planning and consulting services; additionally hourly financial consulting services at $150 per hour with a one hour minimum.

Main office location

World Class Unlimited, Inc.

8080 Conser St.

Overland Park KS 66204, United States

Number of offices

1

Most active in

More info

Kansas · Missouri

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 913-327-1043

Advisors at this firm

Scroll left Scroll right
user avatar

Edward K

Series 63

Overland Park, KS

World Class Unlimited, Inc.

Edward Kratty Jr. is a financial advisor at World Class Unlimited, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at OneDigital Investment Advisors LLC and World Class Unlimited, Inc. (formerly World Class Financial, Inc.). He is also a licensed independent insurance agent in Overland Park, KS. World Class Unlimited, Inc. is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a relative-strength, trend-following investment strategy focused on concentrated portfolios primarily composed of ETFs and mutual funds and also offers tax, payroll, and insurance services.

Active portfolio management Cash flow / budgeting
user avatar

Jon S

Series 66

Overland Park, KS

World Class Unlimited, Inc.

Jon Stanfield is a financial advisor at LexAurum Advisors with 18 years of industry experience. He holds a Series 66 designation and has practiced law, providing estate planning, trust administration, military law, financial defense, and expert witness services as a partner at Rees, Kincaid & Stanfield. His prior roles include work at Vsr Advisory Services and Vsr Financial Services. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation approach using low-cost ETFs and other securities, offering discretionary and non-discretionary engagements as well as sub-advisory services to other advisory firms.

Active portfolio management Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")