Quincey Bernard
Adams Brown Wealth Consultants · Wichita, Kansas
Quincey Bernard is a fee-only financial advisor at Adams Brown Wealth Consultants in Wichita, Kansas. Quincey focuses on estate & legacy planning. Adams Brown Wealth Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Adams Brown Wealth Consultants |
|---|---|
| Based in | Wichita, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 5,018 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7248228 |
| Exams passed | Series 63 (2020) · Series 66 (2022) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.adamsbrownwc.com |
How Quincey's firm compares
- Adams Brown Wealth Consultants's average account is about $223,000, from its Form ADV (assets managed divided by 5,018 accounts).
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Questions about Quincey
Is Quincey Bernard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Quincey holds no broker registration, and Adams Brown Wealth Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Quincey charge for financial advice?
Quincey's firm, Adams Brown Wealth Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Quincey Bernard based?
Quincey Bernard is based in Wichita, Kansas.
What does Quincey specialize in?
Quincey's specialties include estate & legacy planning.
Is Quincey Bernard registered with the SEC?
Yes. Quincey Bernard is registered as an investment adviser representative in KS (CRD 7248228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adams Brown Wealth Consultants manage?
Adams Brown Wealth Consultants reports $1.12B across 5,018 accounts in assets under management.
How do I contact Quincey Bernard?
Through Quincey's website, www.adamsbrownwc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wichita
Other advisors in Kansas who focus on estate & legacy planning
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
- Adams Brown Wealth Consultants 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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