# John Seitzer

> John Seitzer is a fee-only financial advisor at Everest Wealth Management in Leawood, Kansas, who holds the CFP and CFA credentials. John charges a percentage of assets (typically works with clients with $1,000,000 or more).

Page: https://find.wellspent.co/advisors/john-seitzer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Everest Wealth Management
- **Based in:** Leawood, Kansas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $237.4M across 354 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2254725 (https://adviserinfo.sec.gov/individual/summary/2254725)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.everestwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Everest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John charges a percentage of assets.

### How much does John charge?

According to Everest Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is John Seitzer based?

John Seitzer is based in Leawood, Kansas.

### What credentials does John Seitzer hold?

John Seitzer holds the CFP and CFA credentials.

### Is John Seitzer registered with the SEC?

Yes. John Seitzer is registered as an investment adviser representative in KS, MO and TX (CRD 2254725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Everest Wealth Management manage?

Everest Wealth Management reports $237.4M across 354 accounts in assets under management.

### How do I contact John Seitzer?

Through John's website, www.everestwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2254725): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://everestwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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