Mary Witwer
Voyage Wealth Management · Lenexa, Kansas
Mary Witwer is a fee-only financial advisor at Voyage Wealth Management in Lenexa, Kansas. Voyage Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Voyage Wealth Management |
|---|---|
| Based in | Lenexa, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $22.6M across 68 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 2189059 |
| Exams passed | Series 63 (1992) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | voyagewealth.com |
How Mary's firm compares
- Voyage Wealth Management's average account is about $332,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Mary
Is Mary Witwer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Voyage Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Voyage Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Witwer based?
Mary Witwer is based in Lenexa, Kansas.
Is Mary Witwer registered with the SEC?
Yes. Mary Witwer is registered as an investment adviser representative in KS and TX (CRD 2189059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Voyage Wealth Management manage?
Voyage Wealth Management reports $22.6M across 68 accounts in assets under management.
How do I contact Mary Witwer?
Through Mary's website, voyagewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lenexa
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
- Voyage 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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