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Home > Retirement Planners > kansas > overland park > SEARCY FINANCIAL SERVICES, INC.
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 |
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