John Fales
Searcy Financial Services, Inc. · Overland Park, Kansas
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.
- $514M
- Firm assets managed
- $274,000
- Firm's average account
- 2011
- First securities exam
What John focuses on
Who John works with
- Physicians
- Multi-generational families
How does John's firm compare?
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Searcy Financial Services, Inc.'s average account is about $274,000, from its Form ADV (assets managed divided by 1,874 accounts).
Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $514.0M across 1,874 accounts |
| Credentials | AIF · CFP · CIMA · EA |
| SEC registration | Investment adviser representative in KS, TX · CRD 6056370 |
| Exams passed | Series 65 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | searcyfinancial.com |
| Profile |
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Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on physicians & residents
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Searcy Financial Services, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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