Duane Moppin
Adams Brown Wealth Consultants · Overland Park, Kansas
Duane Moppin is a fee-only financial advisor at Adams Brown Wealth Consultants in Overland Park, Kansas. Duane focuses on estate & legacy planning. Adams Brown Wealth Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Duane →
Specialties
Facts
| Firm | Adams Brown Wealth Consultants |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 5,018 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7087676 |
| Exams passed | Series 66 (2020) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.adamsbrownwc.com |
How Duane's firm compares
- Adams Brown Wealth Consultants's average account is about $223,000, from its Form ADV (assets managed divided by 5,018 accounts).
Request an introduction to Duane
Tell Duane a little about what you're looking for. Duane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Duane
Is Duane Moppin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Duane holds no broker registration, and Adams Brown Wealth Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Duane charge for financial advice?
Duane's firm, Adams Brown Wealth Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Duane Moppin based?
Duane Moppin is based in Overland Park, Kansas.
What does Duane specialize in?
Duane's specialties include estate & legacy planning.
Is Duane Moppin registered with the SEC?
Yes. Duane Moppin is registered as an investment adviser representative in KS (CRD 7087676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adams Brown Wealth Consultants manage?
Adams Brown Wealth Consultants reports $1.12B across 5,018 accounts in assets under management.
How do I contact Duane Moppin?
Through Duane's website, www.adamsbrownwc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on estate & legacy planning
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
- Adams Brown Wealth Consultants website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.