Steven Baumrucker
Steven Baumrucker is a PFS-designated registered investment advisor at Adamsbrown Wealth Consultants LLC, based in Wichita, KS, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,943 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdamsBrown's wealth management fees are based on the value of your investments and range from 0.50% to 1.525% per year, paid quarterly. The exact fee depends on the complexity of your situation, whether you use financial planning services, the amount of assets managed, and your overall relationship with AdamsBrown. Fees may be negotiable.
Location
358 N Main Street, Suite 100, Wichita, KS, 67202
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2022Customer Dispute
August 2020Other Business Activities
Steven is a partner at Adams, Brown, Beran & Ball, a public accounting firm, and a financial consultant at Adams Brown Financial Consultants, LLC, dedicating nearly full-time hours to each. He also serves as co-trustee of the Henry G. Hille Irrevocable Trust, managing member of TJB Holdings, LLC and Baumruker Family Farms LLC, and treasurer of WC Holdings, LLC.
Employment History
Current Registrations
Adamsbrown Wealth Consultants LLC
Previous Registrations
Private Client Services, LLCBroker
Avantax Advisory Services
Avantax Investment 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.