Jonathan Harner is a CFP-designated registered investment advisor at Wichita Wealth Management, LLC, based in Wichita, KS, with 9 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 1 more. Their firm serves 76 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wichita Wealth Management's annual fee for wealth management services typically ranges from 0.50% to 1.50% of your household's assets. The exact fee depends on the complexity of your situation, the type of account, the services you request, and the amount of assets managed. The fee can be calculated and charged in several ways:
- Flat monthly fee, paid in advance
- Flat percentage monthly fee, calculated based on the beginning-of-month account balance, paid in advance
- Flat percentage quarterly fee, calculated based on the average daily balance for the preceding quarter, paid in arrears
- Tiered percentage monthly fee, calculated based on the beginning-of-month account balance, paid in advance
Fees are negotiable.
Contact
Jonathan Harner
Location
889 N Maize Rd, Suite 109, Wichita, KS, 67212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wichita Wealth Management, LLC
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.
Exams
Additional Information
We create financial plans and manage investments to help our clients achieve superior real-life results.