Brian Staats is a registered investment advisor at Adamsbrown Wealth Consultants LLC, based in Great Bend, KS, with 24 years of industry experience. Brian 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
1520 Kansas Avenue, Great Bend, KS, 67530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the President-CEO of Adams, Brown, Beran & Ball CHTD, an accounting/CPA firm, dedicating nearly full-time hours. He is also involved in several other businesses including consulting, real estate rentals and management, and technology, each requiring minimal to about a quarter of his time.
Employment History
Current Registrations
Adamsbrown Wealth Consultants LLC
Previous Registrations
Private Client Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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