Eldon
Anderson

Equity Wealth Partners, LLC

CRD#1375171
Investment Advisor
in Independence, MO

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About this Advisor

Eldon Anderson is a certified financial planner based out of Independence, Missouri with 1 year of industry experience. Anderson is on the advisory team at Equity Wealth Partners, LLC. Anderson has gained experience at Ameriprise Financial Services, Inc and Equity Wealth Partners, LLC. Anderson holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Missouri. Equity Wealth Partners, LLC is an advisory company that has its headquarters in Independence, MO. It has $172 million in total assets among its 1,257 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,257 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets. Equity Wealth Partners, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is offered. However, fee types charged by Equity Wealth Partners, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4700 S Cedar Crest Ct
Independence, MO 64055

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Equity Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$172,125,000

MO Average: $11,469,110,461
Total Number of Employees

6

MO Average: 458
Total Number of Accounts

1,257

MO Average: 33,415
Average Account Size

$136,933

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Eldon Anderson Work History

Eldon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Equity Wealth Partners, LLC

2005 - 2022 (17 years)

Ameriprise Financial Services, Inc

*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.

Disclosures

Please visit the SEC profile of Eldon Anderson 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 Equity Wealth Partners, LLC

David Gilmore
Independence, MO
Jason Anderson
Independence, MO
Eldon Anderson
Independence, MO
Henry Whalen
Independence, MO

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 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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