Jackson Sheputis is a CFP-designated registered investment advisor at Triad Wealth Partners, LLC, based in Lawrence, KS, with 4 years of industry experience. Jackson 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
730 New Hampshire St., Unit 222, Lawrence, KS, 66044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Hightower Advisors, LLC
Rooted Wealth Advisors
Ae Wealth Management, LLC
State Registrations1 state
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