Joshua Zach
Canvas Wealth Advisors · Shawnee, Kansas
Joshua Zach is a fee-only financial advisor at Canvas Wealth Advisors in Shawnee, Kansas, who holds the CFP credential. Canvas Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Canvas Wealth Advisors |
|---|---|
| Based in | Shawnee, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.2M across 3,033 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 7053988 |
| Exams passed | Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | canvaswealthadvisors.com |
How Joshua's firm compares
- Canvas Wealth Advisors's average account is about $306,000, from its Form ADV (assets managed divided by 3,033 accounts).
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Questions about Joshua
Is Joshua Zach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Canvas Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Canvas Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Zach based?
Joshua Zach is based in Shawnee, Kansas.
What credentials does Joshua Zach hold?
Joshua Zach holds the CFP credential.
Is Joshua Zach registered with the SEC?
Yes. Joshua Zach is registered as an investment adviser representative in KS and TX (CRD 7053988), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canvas Wealth Advisors manage?
Canvas Wealth Advisors reports $929.2M across 3,033 accounts in assets under management.
How do I contact Joshua Zach?
Through Joshua's website, canvaswealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Shawnee
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
- 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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