JM
CFP
JM
CFP

John Timothy Munz

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,503 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

4747 W 135 Street, Suite 100, Leawood, KS, 66224

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fas Wealth Partners, INC.
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fas CORP.Broker
April 2022 - December 2022 · 8 mos
Aspyre Wealth Partners
December 2021 - March 2022 · 3 mos
Kestra Investment Services, LLCBroker
September 2017 - January 2020 · 2 yrs 4 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
John Timothy Munz - Financial Advisor | TrueAdvisor