CLAYTON WEALTH PARTNERS

716 South Kansas Avenue
Topeka, Kansas 66603-3808
Tel: 785-232-3266

About CLAYTON WEALTH PARTNERS

CLAYTON WEALTH PARTNERS, formally registered with the SEC as CLAYTON WEALTH PARTNERS. The firm was established in 07/01/1982. They have over 2 offices throughout the country.

CLAYTON WEALTH PARTNERS is a Topeka, Kansas based Financial Planning firm with nearly $810,559,576 assets under management, offering retirement planning & investment advisory services to 1817 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105898
SEC#	801-17344
Assets Managed by Firm	$810,559,576
No. of Clients	1817
No. of Advisors	12

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 businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1817	$810,559,576
Individuals (other than high net worth individuals)	606	$164,585,893
High net worth individuals	110	$543,898,487
Charitable organizations	19	$94,579,553
Corporations or other businesses	Fewer than 5 clients	$392,114

More Retirement Planning firms in Topeka, 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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