Dennis Wallace
Fortune Financial Advisors · Overland Park, Kansas
Dennis Wallace is a fee-only financial advisor at Fortune Financial Advisors in Overland Park, Kansas. Fortune Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fortune Financial Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $322.6M across 610 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 1971959 |
| Exams passed | Series 63 (1989) · Series 65 (1997) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | fortunefinancialadvisors.com |
| Profile |
How Dennis's firm compares
- Fortune Financial Advisors's average account is about $529,000, from its Form ADV (assets managed divided by 610 accounts).
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Questions about Dennis
Is Dennis Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Fortune Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Fortune Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dennis Wallace based?
Dennis Wallace is based in Overland Park, Kansas.
Is Dennis Wallace registered with the SEC?
Yes. Dennis Wallace is registered as an investment adviser representative in KS and TX (CRD 1971959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Fortune Financial Advisors manage?
Fortune Financial Advisors reports $322.6M across 610 accounts in assets under management.
How do I contact Dennis Wallace?
Through Dennis's website, fortunefinancialadvisors.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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