Adamsbrown Wealth Consultants LLC

AdamsBrown Wealth Consultants, LLC is a registered investment advisor established in April 2020 and based in Wichita, Kansas. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. As a fiduciary, AdamsBrown upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized wealth management solutions through discretionary investment management and financial planning services. Investment strategies primarily focus on long-term goals, utilizing exchange-traded funds (ETFs), mutual funds, individual stocks, and bonds. AdamsBrown may recommend reallocating investments, diversifying portfolios, and employing cash positions as needed. Clients are charged wealth management fees ranging from 0.50% to 1.525% annually based on factors like service complexity and asset levels. Financial planning services are offered on an hourly basis, up to $250 per hour. Retirement plan advisory services are charged a flat fee or an asset-based fee. The firm does not charge performance-based fees and does not participate in soft dollar programs. AdamsBrown does not accept or maintain custody of client accounts, except for fee deduction purposes. The firm has a privacy policy in place to protect clients' personal information and shares information with third parties only for servicing purposes. Clients can limit the sharing of their information. The firm does not disclose personal information for marketing purposes and does not share information about former clients. Clients can request a copy of the privacy policy annually or in case of any revisions. For any questions or concerns, clients can contact AdamsBrown at (316) 683-2067.