Jon Stanfield is a registered investment advisor at World Class Unlimited, INC., based in Overland Park, KS, with 18 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 143 clients with $54M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.90% |
Fee is negotiable and may be lower based on individual client circumstances.
Fee Estimator
Location
8080 Conser St., Overland Park, KS, 66204
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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
Jon is a partner at Rees, Kincaid & Stanfield, assisting clients with estate planning, trust administration, military law, financial defense, and expert witness services since 2019. This takes about 10-20% of his time, with some hours during securities trading hours.
Employment History
Current Registrations
World Class Unlimited, INC.
Lexaurum Advisors
Previous Registrations
Vsr Advisory Services
Vsr Financial 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.