Robert Sparrow is a CFP-designated registered investment advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 960 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
Location
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various companies. He also serves as Vice President of the College Church of the Nazarene Foundation, dedicating minimal time to creating opportunities for testamentary giving and educating on estate planning options.
Employment History
Current Registrations
Triune Financial Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.