Canvas Wealth Advisors, LLC
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About this Advisor
Drew Waldron is a certified financial planner working out of Shawnee, Kansas with a total of 4 years of industry experience. Waldron currently works for Canvas Wealth Advisors, LLC. Over the course of their career, Waldron has held roles at Mariner Wealth Advisors, Two West Capital Advisors LLC and Canvas Wealth Advisors, LLC. Waldron holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Kansas and Texas. Canvas Wealth Advisors, LLC is an advisory business based in Shawnee, KS. The company has a total of 10 people on staff. It handles $434 million in total assets between its 1,742 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 1,742 customer accounts, 38% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Canvas Wealth Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Canvas Wealth Advisors, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Canvas Wealth Advisors, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Drew Waldron Work History
Drew has been registered as a financial advisor for 4 years.*
Canvas Wealth Advisors, LLC
Two West Capital Advisors LLC
Mariner Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Drew Waldron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Canvas Wealth Advisors, LLC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.