Scott Wesley is a registered investment advisor at Canvas Wealth Advisors, LLC, based in Shawnee, KS, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 553 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for wealth management services are generally based on account size and level of service provided at an annual fee of up to 1% subject to a minimum $5,000 annual fee.
Fee Estimator
Location
6136 Nieman Road, Shawnee, KS, 66203
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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 Activities
Scott is a minority member of Arrived Outdoors LLC, an outdoor sports and recreational club, and a managing member of KKSW Properties, LLC, which owns personal farmland. These activities are not investment-related and are generally conducted outside of normal business hours.
Employment History
Current Registrations
Canvas Wealth Advisors, LLC
Previous Registrations
Two West Capital Advisors LLC
Msec, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Mariner Wealth Advisors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.