Reed Roney is a registered investment advisor at Canvas Wealth Advisors, LLC, based in Shawnee, KS, with 2 years of industry experience. Reed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 553 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for wealth management services are generally based on account size and level of service provided at an annual fee of up to 1% subject to a minimum $5,000 annual fee.
Fee Estimator
Location
6136 Nieman Road, Shawnee, KS, 66203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Canvas Wealth Advisors, LLC
State Registrations1 state
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