CB
CB

Colton Baysinger

2 Years of Experience

Colton Baysinger is a registered investment advisor at Triad Wealth Partners, LLC, based in Lawrence, KS, with 2 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
IM Fee
Planning only
Assets Under Management
$425.0M

Fee Structure

Minimum Investment:$10K

Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.

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Location

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

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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
Triad Wealth Partners, LLC
November 2025 - Present · 5 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
July 2019 - May 2021 · 1 yr 10 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.