Tori Herrig
Searcy Financial Services · Overland Park, Kansas
Tori Herrig is a fee-only financial advisor at Searcy Financial Services in Overland Park, Kansas. Searcy Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Searcy Financial Services |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $514.0M across 1,874 accounts |
| SEC registration | Investment adviser representative in KS · CRD 8348743 |
| Exams passed | Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.searcyfinancial.com |
How Tori's firm compares
- Searcy Financial Services's average account is about $274,000, from its Form ADV (assets managed divided by 1,874 accounts).
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Questions about Tori
Is Tori Herrig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tori holds no broker registration, and Searcy Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tori charge for financial advice?
Tori's firm, Searcy Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tori Herrig based?
Tori Herrig is based in Overland Park, Kansas.
Is Tori Herrig registered with the SEC?
Yes. Tori Herrig is registered as an investment adviser representative in KS (CRD 8348743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Searcy Financial Services manage?
Searcy Financial Services reports $514.0M across 1,874 accounts in assets under management.
How do I contact Tori Herrig?
Through Tori's website, www.searcyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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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