Fas Wealth Partners, Inc. is a financial advisory firm based in Leawood, Kansas. It currently has approximately $2,309,098,677 of assets under management and employs about 26 people. Fas Wealth Partners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and planning fees.

Kavar Capital Partners is a financial advisory firm based in Leawood, Kansas. It currently has approximately $1,016,223,099 of assets under management and employs about 5 people. Kavar Capital Partners uses a fee structure of a percentage of assets under your management and retirement plan consulting.

Mitchell Capital Management Co is a registered investment adviser specializing in investment management for various clients, including employee benefit plans, corporations, foundations, charitable organizations, and individuals. The firm was founded in 1987 by Fred Mitchell and is currently owned by Ken Green, Jonn Wullschleger, Christen Dusselier, Phil Kernen, Miles Green, Barbara Roszel, and Robert Day. The firm's investment strategy includes investing in stocks, fixed income securities, ETFs, and mutual funds, combining modern technology with traditional security analysis concepts. Clients have the option to establish their own investment guidelines, and the firm provides customized advisory services based on each client's needs. Mitchell Capital Management Co acts as a fiduciary for clients, ensuring that investment recommendations are made in the client's best interest. The firm offers comprehensive financial planning services as part of the annual percentage of assets under management fee. The fee structure is based on a percentage of assets under management, with fees payable quarterly in advance or in arrears. The firm does not charge performance-based fees or side-by-side management fees. Mitchell Capital Management Co does not maintain physical custody of client assets but uses a qualified custodian to hold client funds and securities. The firm's employees, including Kenneth Green, Jonn Wullschleger, Phil Kernen, Christen Dusselier, and Miles Green, hold professional certifications such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). The employees are salaried partners at the firm and are eligible for bonuses based on the firm's profitability. Supervision of employees' activities and investment decisions is conducted by committees within the firm, and compliance reviews are scheduled regularly. Overall, Mitchell Capital Management Co offers a range of investment management services, operates as a fiduciary, and provides transparent information about its fee structure, investment strategies, and employee qualifications.

Legacy Financial Strategies, LLC, established in May 2000, is a registered investment advisor specializing in providing investment management services to individuals, families, and businesses. The firm offers both discretionary and non-discretionary portfolio management services, tailored to each client's needs. Legacy Next program provides streamlined investment management services using ETF model portfolios for smaller accounts. As of December 31, 2024, the firm managed over $800 million on a discretionary basis. Legacy acts as a fiduciary, obligated to act in clients' best interests. The minimum initial investment for a new advisory account is $500,000. Fees are charged based on a percentage of assets under management, with a tiered fee schedule ranging from 0.75% to 1.75%. Legacy does not charge performance-based fees. The firm uses Fundamental Analysis for investment evaluation and aims to build globally diversified portfolios to reduce risk. Clients are advised on various investment types, including equities, mutual funds, ETFs, and alternative investments. Legacy does not have any disciplinary events, and client accounts are reviewed at least annually. The firm does not vote on client securities and does not have custody of client assets. Legacy encourages clients to carefully review custodial statements.

ETF Portfolio Partners, Inc. is a Registered Investment Adviser founded in February 2004, based in Overland Park, Kansas. The firm specializes in providing investment advisory services on a discretionary basis to individuals, high net-worth individuals, pension and profit-sharing plan participants, charitable organizations, corporations, trusts, and estates. They manage model portfolios comprised of exchange-traded funds and cash equivalents to maximize return based on client-specific investment goals and risk tolerance. The firm's investment philosophy focuses on asset allocation decisions to balance risk and return for long-term investment results. ETF Portfolio Partners charges an annual investment management fee based on a percentage of the market value of assets managed, with fees prorated and paid quarterly. The fee schedule is tiered based on total household portfolio market value. Clients have the option to be billed directly or have fees debited from their accounts. The firm acts as a fiduciary, always prioritizing clients' best interests. ETF Portfolio Partners manages approximately $369 million in client assets, with discretion over the majority of these assets. Clients are encouraged to review their accounts regularly and have access to quarterly reports and statements. The firm does not charge performance-based fees and imposes a minimum portfolio size of $250,000 for new clients. ETF Portfolio Partners does not have custody of client funds or securities and does not vote proxies on behalf of clients.