John Seitzer
Everest Wealth Management · Leawood, Kansas
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).
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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 | $237.4M across 354 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 2254725 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.everestwealth.com |
| Profile |
How John's firm compares
- Everest Wealth Management's average account is about $671,000, from its Form ADV (assets managed divided by 354 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Leawood
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
- Everest Wealth Management 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.
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