Joshua
Perfect

Fas Wealth Partners, Inc

CRD#6826820
Investment Advisor
in Overland Park, KS

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About this Advisor

Joshua Perfect is a financial advisor based in Overland Park, Kansas, working with Fas Wealth Partners, Inc. Joshua has previously held positions at Financial Advisory Service, Inc, City Of Belton, Royal Blue Capital, and Missouri State University. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Joshua is part of Fas Wealth Partners, Inc, which operates out of Overland Park, Kansas. The firm has 28 employees and manages assets totaling $2.6 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, educational seminars, and other services. The fee structure at Fas Wealth Partners, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4747 W 135 Street Suite 100
Overland Park, KS 66224

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Fas Wealth Partners, Inc Brokerage Details

Total Assets Under Management

$2,639,813,467

KS Average: $2,243,162,756
Total Number of Employees

28

KS Average: 44
Total Number of Accounts

4,494

KS Average: 4,091
Average Account Size

$587,408

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Joshua Perfect Work History

2018 - Present (6 years)

Financial Advisory Service, Inc

2016 - 2017 (1 year)

Royal Blue Capital

2013 - 2017 (4 years)

Missouri State University

2011 - 2016 (5 years)

City Of Belton

Disclosures

Please visit the SEC profile of Joshua Perfect 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 Fas Wealth Partners, Inc

John Munz
Overland Park, KS
Jason Harrison
Overland Park, KS
Clayton Fisher
Overland Park, KS
Michael Filing
Overland Park, KS
Kevin Amey
Overland Park, KS
Jacob Barnes
Overland Park, KS
Jordan O'Grady
Overland Park, KS
Christopher Goodger
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.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.

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