CANVAS WEALTH ADVISORS, LLC

6136 Nieman Road
Shawnee, Kansas 66203
Tel: 913-991-8471

About CANVAS WEALTH ADVISORS, LLC

CANVAS WEALTH ADVISORS, LLC, formally registered with the SEC as CANVAS WEALTH ADVISORS, LLC. The firm was established in 12/11/2019. They have over 2 offices throughout the country.

CANVAS WEALTH ADVISORS, LLC is a Shawnee, Kansas based Financial Planning firm with nearly $713,000,894 assets under management, offering retirement planning & investment advisory services to 2500 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306343
SEC#	801-117767
Assets Managed by Firm	$713,000,894
No. of Clients	2500
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2500	$713,000,894
Individuals (other than high net worth individuals)	257	$82,794,033
High net worth individuals	186	$566,530,670
Charitable organizations	5	$15,378,576
Corporations or other businesses	12	$45,633,649

More Retirement Planning firms in Shawnee, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
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
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

Explore More Retirement Advisors in Shawnee, Kansas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.