Wealth manager, independent · Leawood, KS
FAS Wealth Partners, Inc.
SEC-registered investment adviser · CRD 109796 · SEC 801-19282
At a glance
FAS Wealth Partners, Inc. is an SEC-registered investment adviser based in Leawood, Kansas, with $3.8B in regulatory assets under management as of its Form ADV filed February 25, 2026. It reports 1,524 individual clients, 607 of them high-net-worth, holding an average of about $2.4 million each, and 33 employees. That ranks it 293rd among the nation’s 5,657 independent wealth management RIAs and 7th of 74 in Kansas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 913-239-2300faswealthpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.8B
- Rank among independent wealth managers
- #293 of 5,657
- Rank among all SEC RIAs
- #2,497 of 17,210
- Rank in Kansas
- #7 of 74
- Individual clients
- 1,524
- High-net-worth clients
- 607
- Accounts
- 5,110
- Discretionary
- 100% of AUM
- Employees
- 33
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- James G. DussoldPresident, Director
- Jacob S BarnesSecretary, Director
- Jacquelyn E. GlennChief Compliance Officer
- Kevin P. AmeyTreasurer, Director
- Barnabas D HortonDirector
- Jordan M. O'GradyStockholder
- John T MeierExecutive Vice President, Director
Custody and brokerage
Broker-dealer
Hybrid RIA
FAS Wealth Partners, Inc. is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: FAS Corp..
- FAS Corp. ↗CRD 43536
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 607 | $2.9B | 78% |
| Individuals | 917 | $711M | 19% |
| Pension and profit sharing plans | 27 | $75M | 2% |
| Corporations or other businesses | 8 | $33M | <1% |
| Banking or thrift institutions | 5 | $16M | <1% |
| Charitable organizations | – | $1M | <1% |
Disciplinary disclosures
FAS Wealth Partners, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗faswealthpartners.com ↗
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- Assets, accounts, clients and staff, ten years of filings
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- 7 namedLocked
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Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Mariner IndependentOverland Park | $7.3B | 4,261 |
| Creativeone Wealth, LLCOverland Park | $6.3B | 22,064 |
| Cetera Planning PartnersLeawood | $4.2B | 4,748 |
| Caliber Wealth Management, LLCOverland Park | $1.8B | 1,668 |
| Fortis Capital Advisors, LLCPrairie Village | $1.6B | 2,127 |
| CGN Advisors, LLCManhattan | $1.6B | 1,281 |
Background
Questions
How much does FAS Wealth Partners, Inc. manage?
FAS Wealth Partners, Inc. reports $3.8B in regulatory assets under management across 5,110 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 25, 2026.
How many clients does FAS Wealth Partners, Inc. have?
It reports 1,524 individual clients: 607 high-net-worth individuals and 917 other individuals. Individuals account for about 97% of its regulatory assets.
Where is FAS Wealth Partners, Inc. headquartered?
Its main office is in Leawood, Kansas. It reports 1 office in total and 33 employees, 20 of whom perform investment advisory functions.
How does FAS Wealth Partners, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does FAS Wealth Partners, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed February 25, 2026, it reports these amounts held: Charles Schwab ($2.2B); Fidelity ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is FAS Wealth Partners, Inc. a hybrid RIA with a broker-dealer?
FAS Wealth Partners, Inc. is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: FAS Corp.. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is FAS Wealth Partners, Inc. a fiduciary?
As an SEC-registered investment adviser, FAS Wealth Partners, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 7 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is FAS Wealth Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →