SEARCY FINANCIAL SERVICES, INC.

12980 Foster Street
Suite 160
Overland Park, Kansas 66213-2703
Tel: 913-814-3800

About SEARCY FINANCIAL SERVICES, INC.

SEARCY FINANCIAL SERVICES, INC, formally registered with the SEC as SEARCY FINANCIAL SERVICES, INC. The firm was established in 09/24/1981. They have over 2 offices throughout the country.

SEARCY FINANCIAL SERVICES, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $447,672,389 assets under management, offering retirement planning & investment advisory services to 1048 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105807
SEC#	801-16377
Assets Managed by Firm	$447,672,389
No. of Clients	1048
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1048	$447,672,389
Individuals (other than high net worth individuals)	79	$43,008,159
High net worth individuals	102	$325,654,491
Pension and profit sharing plans	7	$18,726,354
Charitable organizations	Fewer than 5 clients	$441,929
Other investment advisers	Fewer than 5 clients	$59,841,456

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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