TrueAdvisor
TrueAdvisor
AS
AS

Adam Jonathan Schweizer

Focus Partners Wealth, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Focus Partners Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

8182 Maryland Avenue, Ste. 500, Clatyon, MO, 63105

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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
Focus Partners Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
December 2022 - July 2024 · 1 yr 7 mos
Buckingham Strategic Partners, LLC
December 2021 - December 2022 · 1 yr
Buckingham Strategic Wealth, LLC
November 2017 - December 2021 · 4 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.