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AdvisorCensus / Financial advisors / Missouri / Kansas City / FAS Wealth Partners, Inc.

FAS Wealth Partners, Inc.

Leawood, KSSEC-registered investment adviserCRD 109796

Filed as FAS WEALTH PARTNERS, INC.

FAS Wealth Partners, Inc. is an SEC-registered investment advisory firm in Leawood, KS, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.

43 years
registered since 1983
$3,776,012,822
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is FAS Wealth Partners, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), FAS Wealth Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

Where is FAS Wealth Partners, Inc. located?

FAS Wealth Partners, Inc.'s principal office is in Leawood, KS, according to its Form ADV.

Is FAS Wealth Partners, Inc. registered with the SEC or a state?

FAS Wealth Partners, Inc. is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 109796.

How much does FAS Wealth Partners, Inc. manage?

FAS Wealth Partners, Inc. reports $3,776,012,822 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

How have FAS Wealth Partners, Inc.'s assets and staff changed since 2021?

In the Form ADV data for FAS Wealth Partners, Inc.: Regulatory assets under management: $1,881,413,579 in the October 2021 data and $3,776,012,822 in the October 2026 data, up 101%. Total employees: 23 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does FAS Wealth Partners, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (917); high net worth individuals (607); pension and profit sharing plans (but not the plan participants or government pension plans) (27).

Which custodians does FAS Wealth Partners, Inc. use?

FAS Wealth Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

Does FAS Wealth Partners, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109796

What changed in FAS Wealth Partners, Inc.'s recent Form ADV filings?

In the March 2026 filing data: Employees performing advisory functions went from 24 to 20. Regulatory assets under management went from $3,085,389,748 to $3,776,012,822 (+22%). Registered or notice-filed in ME.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated February 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$3,776,012,822

$3,776,012,822 as of October 2026, filing dated February 25, 2026.

Discretionary: $3,768,892,674.Non-discretionary: $7,120,148.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 917 Assets $711,051,201 (19%)
High net worth individuals
Clients 607 Assets $2,940,980,397 (78%)
Banking or thrift institutions
Clients 5 Assets $15,570,842 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 27 Assets $74,515,916 (2%)
Charitable organizations
Clients Fewer than 5 Assets $1,373,427 (0%)
Corporations or other businesses not listed above
Clients 8 Assets $32,521,039 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
FAS, FAS WEALTH PARTNERS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1983 (43 years)
Employees
Total: 33. Performing investment advisory functions: 20.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
31 states or jurisdictions
ARAZCACOFLGAIAILINKSKYLAMDMEMONCNENHNJNVNYOHOKORPASCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.88B 2021 $2.16B 2022 $2.35B 2023 $2.64B 2024 $3.09B 2025 $3.78B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$3,776,012,82233February 25, 2026
October 2025$3,085,389,74836February 28, 2025
October 2024$2,639,813,46728March 26, 2024
October 2023$2,353,156,28326May 2, 2023
October 2022$2,155,592,79926September 30, 2022
October 2021$1,881,413,57923March 31, 2021

Regulatory assets under management: $1,881,413,579 in the October 2021 data and $3,776,012,822 in the October 2026 data, up 101%.

Total employees: 23 in October 2021 and 33 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. March 2026
    • Employees performing advisory functions went from 24 to 20.
    • Regulatory assets under management went from $3,085,389,748 to $3,776,012,822 (+22%).
    • Registered or notice-filed in ME.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
faswealthpartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. FAS Wealth Partners, Inc. (CRD 109796): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/fas-wealth-partners-inc-leawood-ks-109796