# John Fales

> John Fales is a fee-only financial advisor at Searcy Financial Services, Inc. in Overland Park, Kansas, who holds the AIF, CFP and CIMA credentials. John focuses on physicians & residents, family wealth transfer and retirement planning. Searcy Financial Services, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-fales/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Searcy Financial Services, Inc.
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $514.0M across 1,874 accounts
- **Credentials:** AIF, CFP, CIMA, EA
- **Specialties:** Physicians & residents, Family wealth transfer, Retirement planning, Small business owners
- **Works with:** Physicians, Multi-generational families
- **CRD:** 6056370 (https://adviserinfo.sec.gov/individual/summary/6056370)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://searcyfinancial.com

## Frequently asked questions

### Is John Fales a fee-only financial advisor?

Yes. John Fales is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.

### How does John Fales charge for financial advice?

John's firm, Searcy Financial Services, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Fales based?

John Fales is based in Overland Park, Kansas.

### What does John Fales specialize in?

John Fales's specialties include physicians & residents, family wealth transfer, retirement planning and small business owners. John works with physicians and multi-generational families.

### What credentials does John Fales hold?

John Fales holds the AIF, CFP, CIMA and EA credentials.

### Is John Fales registered with the SEC?

Yes. John Fales is registered as an investment adviser representative in KS and TX (CRD 6056370), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Searcy Financial Services, Inc. manage?

Searcy Financial Services, Inc. reports $514.0M across 1,874 accounts in assets under management.

### How do I contact John Fales?

Through John Fales's website, searcyfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38403): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://searcyfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.