Firm
Widener & Asher Asset Management
Ellinwood, Kansas
Fee-only
Widener & Asher Asset Management at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 35 individual clients, 8 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 137 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Ellinwood, Kansas |
|---|---|
| Website | waamservices.com |
| Phone | (913) 669-8756 |
Widener & Asher Asset Management fees
Widener & Asher Asset Management 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 |
|---|---|
| Assets managed | $26 million |
| Individual clients | 27 |
| High-net-worth clients | 8 |
| Accounts managed | 137 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 153958 |
Advisors at this firm (2)
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