FAS Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
FAS Wealth Partners reports 1,564 clients. They include 917 individual clients, 607 high-net-worth individuals, and 27 pension and profit-sharing plans. Of its assets, 99.8% ($3.77B across 5,100 accounts) are managed with discretion; $7.12M across 10 accounts are not. It advised 92 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 19% |
| High-net-worth individuals | 39% | 78% |
| Banking or thrift institutions | <1% | <1% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 917 | $711M | 18.8% | $775K |
| High-net-worth individuals | 607 | $2.94B | 77.9% | $4.85M |
| Banking or thrift institutions | 5 | $15.6M | 0.4% | $3.11M |
| Pension and profit-sharing plans | 27 | $74.5M | 2.0% | $2.76M |
| Charitable organizations | Fewer than 5 | $1.37M | 0.0% | — |
| Corporations and other businesses | 8 | $32.5M | 0.9% | $4.07M |
| Total | 1,564 | $3.78B | 100% | — |
- Clients
- 917
- Regulatory AUM
- $711M
- AUM share
- 18.8%
- Avg. per client
- $775K
- Clients
- 607
- Regulatory AUM
- $2.94B
- AUM share
- 77.9%
- Avg. per client
- $4.85M
- Clients
- 5
- Regulatory AUM
- $15.6M
- AUM share
- 0.4%
- Avg. per client
- $3.11M
- Clients
- 27
- Regulatory AUM
- $74.5M
- AUM share
- 2.0%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.37M
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $32.5M
- AUM share
- 0.9%
- Avg. per client
- $4.07M
Total
- Clients
- 1,564
- Regulatory AUM
- $3.78B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 92
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
FAS Wealth Partners charges up to 1.50% a year for its General Asset Management. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Employer-Sponsored Plan Advice
- Advice to employer-sponsored defined contribution plans ranges from 0.35% to 1.25% of plan assets a year, paid quarterly in arrears.
- Financial Planning
- Hourly planning engagements range up to $500 an hour; fixed-fee engagements range up to $25,000.
The leadership team of FAS Wealth Partners includes President James Dussold and Chief Compliance Officer Jacquelyn Glenn. It has 33 employees, 20 of them in advisory roles.
Leadership
- James DussoldPresident, Director
- John MeierExecutive Vice President, Director
- Jacquelyn GlennChief Compliance Officer
- Kevin AmeyTreasurer, Director
- Jacob BarnesSecretary, Director
- Barnabas HortonDirector
- Jordan O'GradyStockholder
Investment adviser representatives
23 representatives listed in the SEC register as of 9 October 2026.
- Kevin Patrick Fisher Amey
- Blake Arnold
- Anna Barnes
- Jacob S Barnes
- Jason Calkins
- James Gerard Dussold
- Tyler Robert Eckert
- Brooks Christopher Elder
- Michael John Filing
- Clayton Norman Fisher
- Jacquelyn Elayne Glenn
- Jason Allen-Pechar Harrison
- Barnabas D Horton JR
- Bennett Christopher Long
- John Keith McDonald
- John Alan Meier
- John T Meier
- John Walter Munz
- Jordan Michael O'Grady
- Joshua L Perfect
- Michael Curran Rode
- Jason M Salinardi
- Timothy Michael Wickey
Staff
- 33 employees
- 20 in advisory functions
- 24 state-registered reps
- 7 broker-dealer reps
- 2 insurance agents
- 5 soliciting firms
- Owns 10% to 25% of Fas Wealth Partners, Inc.
James G. Dussold Revocable Trust Dated May 21, 1996
since May 1996
- Owns 10% to 25% of Fas Wealth Partners, Inc.
James G. Dussold Revocable Trust
since May 1996
- Owns 10% to 25% of Fas Wealth Partners, Inc.
John Thomas Meier Revocable Trust Dated November 11, 2015
since November 2015
- Owns 10% to 25% of Fas Wealth Partners, Inc.
John Thomas Meier Revocable Trust
since November 2015
- Owns 10% to 25% of Fas Wealth Partners, Inc.
Barnes Family Revocable Trust Dated August 16, 2013
since April 2014
- Owns 10% to 25% of Fas Wealth Partners, Inc.
Barnes Family Revocable Trust
since April 2014
- Owns 5% to 10% of Fas Wealth Partners, Inc.
Michelle Horton Living Trust Dated June 19, 2006
Control person · since June 2006
- Owns 5% to 10% of Fas Wealth Partners, Inc.
Michelle Horton Living Trust
Control person · since June 2006
- Owns 5% to 10% of Fas Wealth Partners, Inc.
Kevin Amey
Control person · since January 2025
- Owns 5% to 10% of Fas Wealth Partners, Inc.
Jordan O'Grady
since January 2016
FAS Wealth Partners’ regulatory assets grew 2.0× from $1.88B (March 2021) to $3.78B (February 2026); clients rose from 1,263 to 1,564 and employees from 23 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $3.78B | 1,564 | 33 | 1 |
| February 2025 | $3.09B | 1,503 | 36 | 1 |
| March 2024 | $2.64B | 1,381 | 28 | 1 |
| May 2023 | $2.35B | 1,349 | 26 | 1 |
| July 2022 | $2.41B | 1,347 | 26 | 1 |
| March 2021 | $1.88B | 1,263 | 23 | 1 |
Besides its headquarters, FAS Wealth Partners has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 4747 W 135 Street, Suite 100, LeawoodHQ
Other business names
FAS Wealth Partners has reported 2 other business names to the SEC.
- Fas
- Fas Wealth Partners
Contact and registration details
- Legal name
- Fas Wealth Partners, Inc.
- Headquarters
- 4747 W 135 Street, Suite 100, Leawood, KS 66224
- Website
- faswealthpartners.com
- Phone
- 913-239-2300
- @fas-wealth-partners
- SEC file
- 801-19282
- Founded
- 1979
- Structure
- Kansas corporation
- Fiscal year end
- December
FAS Wealth Partners uses Charles Schwab ($2.2B, 62%) and Fidelity ($1.37B, 38%) as custodians for its separately managed accounts. FAS Wealth Partners has custody of $90.9M in client assets for 202 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.2B62%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.37B38%
At year end, FAS Wealth Partners’ separately managed accounts were largely in stocks (41%) and funds (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.92B across 520 positions; the largest are Invesco Exchange Traded FD T (5.8%), J P Morgan Exchange Traded F (4.9%) and iShares TR (3.8%).
What the accounts hold
- Stocks41%
- Exchange-traded equities39%
- Non-exchange-traded equities2%
- Funds39%
- Registered funds38%
- Pooled vehicles1%
- Bonds9%
- State and local bonds6%
- U.S. government and agency bonds1%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- Cash7%
- Other2%
- Derivatives1%
- Cd's1%
Filed values cover 98%. The neutral 2% gap has no reported category.
Reported 13F holdings
- $1.92B
- Reported 13F value
- 520
- Positions
- 34.7%
- In the 10 largest
- +19.5%
- Value vs. prior quarter
- Invesco Exchange Traded FD T · S&P500 Eql Wgt5.8%
- J P Morgan Exchange Traded F · Equity Premium4.9%
- iShares TR · Morningstar Grwt3.8%
- American Centy ETF TR · US Large Cap Vlu3.5%
- iShares TR · Eafe Grwth ETF3.4%
- SPDR Series Trust · ST Str Sp400val3.3%
- SPDR Series Trust · ST Str Sp400grw3.2%
- SPDR Series Trust · ST Str Sp600grwo2.4%
- Apple Inc.2.4%
- Pgim ETF TR · Tota Retu BD ETF2.0%
Together, the ten largest are 34.7% of reported value.
How many clients does FAS Wealth Partners have?
FAS Wealth Partners has 1,564 clients and manages $3.78 billion for them, as of February 2026. They include 917 individual clients, 607 high-net-worth individuals, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does FAS Wealth Partners offer?
FAS Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does FAS Wealth Partners charge?
FAS Wealth Partners charges up to 1.50% a year for its General Asset Management. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.
Source: FAS FORM ADV PART 2A BROCHURE 20230331, filed 25 February 2026
Which custodians does FAS Wealth Partners use?
FAS Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.2B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.37B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does FAS Wealth Partners have?
FAS Wealth Partners has 24 investment adviser representatives registered with state securities authorities, out of 33 employees, and 20 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FAS Wealth Partners invest in?
At the end of its last fiscal year, FAS Wealth Partners’ separately managed accounts held 39% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% state and local bonds, 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% sovereign bonds, 1% investment grade corporate bonds, 1% derivatives, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: CD'S.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FAS Wealth Partners?
FAS Wealth Partners’ direct owners are James G. Dussold Revocable Trust Dated May 21, 1996, James G. Dussold Revocable Trust, John Thomas Meier Revocable Trust Dated November 11, 2015, John Thomas Meier Revocable Trust, Barnes Family Revocable Trust Dated August 16, 2013, Barnes Family Revocable Trust, Michelle Horton Living Trust Dated June 19, 2006, Michelle Horton Living Trust, Kevin Amey and Jordan O'Grady, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does FAS Wealth Partners get paid?
FAS Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact FAS Wealth Partners?
FAS Wealth Partners’ main office is at 4747 W 135 Street, Suite 100, Leawood, KS 66224. Its phone number is 913-239-2300. Its website is faswealthpartners.com.