Ron Dietz
Sarver Vrooman Wealth Advisors · Kansas City, Missouri
Ron Dietz is a fee-only financial advisor at Sarver Vrooman Wealth Advisors in Kansas City, Missouri. Sarver Vrooman Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sarver Vrooman Wealth Advisors |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $452.2M across 934 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5464781 |
| Exams passed | Series 63 (2008) · Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.svwealthadvisors.com |
| Profile |
How Ron's firm compares
- Sarver Vrooman Wealth Advisors's average account is about $484,000, from its Form ADV (assets managed divided by 934 accounts).
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Questions about Ron
Is Ron Dietz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ron holds no broker registration, and Sarver Vrooman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ron charge for financial advice?
Ron's firm, Sarver Vrooman Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ron Dietz based?
Ron Dietz is based in Kansas City, Missouri.
Is Ron Dietz registered with the SEC?
Yes. Ron Dietz is registered as an investment adviser representative in KS, MO and TX (CRD 5464781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sarver Vrooman Wealth Advisors manage?
Sarver Vrooman Wealth Advisors reports $452.2M across 934 accounts in assets under management.
How do I contact Ron Dietz?
Through Ron's website, www.svwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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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