Brenda Carrico
Searcy Financial Services · Overland Park, Kansas
Brenda Carrico is a fee-only financial advisor at Searcy Financial Services in Overland Park, Kansas. Searcy Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Searcy Financial Services |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $514.0M across 1,874 accounts |
| SEC registration | Investment adviser representative in KS · CRD 5415922 |
| Exams passed | Series 65 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.searcyfinancial.com |
How Brenda's firm compares
- Searcy Financial Services's average account is about $274,000, from its Form ADV (assets managed divided by 1,874 accounts).
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Questions about Brenda
Is Brenda Carrico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenda holds no broker registration, and Searcy Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenda charge for financial advice?
Brenda's firm, Searcy Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brenda Carrico based?
Brenda Carrico is based in Overland Park, Kansas.
Is Brenda Carrico registered with the SEC?
Yes. Brenda Carrico is registered as an investment adviser representative in KS (CRD 5415922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Searcy Financial Services manage?
Searcy Financial Services reports $514.0M across 1,874 accounts in assets under management.
How do I contact Brenda Carrico?
Through Brenda's website, www.searcyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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