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They include 169 individual clients, 122 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sarver Vrooman Wealth Advisors offer?","answer":"Sarver Vrooman Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sarver Vrooman Wealth Advisors charge?","answer":"Sarver Vrooman Wealth Advisors charges 0.75%–1.25% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 21 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sarver Vrooman Wealth Advisors use?","answer":"Sarver Vrooman Wealth Advisors’ separately managed account assets are held at First Clearing LLC (St. Louis, MO), with $452M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sarver Vrooman Wealth Advisors have?","answer":"Sarver Vrooman Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sarver Vrooman Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Sarver Vrooman Wealth Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 2% cash and equivalents and 2% other. The 2% other category is described as: Alternatives, Annuities, Warrants.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sarver Vrooman Wealth Advisors?","answer":"Sarver Vrooman Wealth Advisors is owned through holding companies by Ron Dietz and Thomas King. Its direct owners are Peter Vrooman (25% to 50%), TPK, LLC (10% to 25%), R3D3, LLC (10% to 25%) and Pav, LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sarver Vrooman Wealth Advisors get paid?","answer":"Sarver Vrooman Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sarver Vrooman Wealth Advisors?","answer":"Sarver Vrooman Wealth Advisors’ main office is at 9237 Ward Parkway, Suite 320, Kansas City, MO 64114. Its phone number is 816-601-1150. 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