Searcy Financial Services, Inc. at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 9 advisors are listed here; 4 of 9 hold the CFP.
- Its Form ADV reports 9 employees and 185 individual clients, 104 of them high net worth.
- Its average account is about $274,000 (assets it manages divided by its 1,874 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | searcyfinancial.com |
| [email protected] | |
| Phone | (913) 814-3800 |
Questions about Searcy Financial Services, Inc.
How is Searcy Financial Services, Inc. paid?
Searcy Financial Services, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Searcy Financial Services, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 9 advisors at Searcy Financial Services, Inc., and 4 hold the CFP.
What is the average account at Searcy Financial Services, Inc.?
Searcy Financial Services, Inc.'s average account is about $274,000. That's the assets on its Form ADV divided by its 1,874 accounts.
What does Searcy Financial Services, Inc. specialize in?
Searcy Financial Services, Inc.'s advisors and website list physicians & residents, family wealth transfer, retirement planning and small business owners.
Searcy Financial Services, Inc. fees
Searcy Financial Services, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $514 million |
| Individual clients | 81 |
| High-net-worth clients | 104 |
| Accounts managed | 1,874 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-16377) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 105807 |