Jessica Searcy-Maldonado, financial advisor Overland Park KS
100 score

Jessica Searcy-Maldonado

CRD Number: 4554864
Current Firm: Searcy Financial Services, Inc.
Compensation Model: Fee Only
  • Firm founded in 1976
  • Team of 9 professionals
  • Fee-Only, NAPFA Registered Financial Advisors
  • Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission

I assist retirement plan sponsors and other stewards with their leadership, stewardship and governance responsibilities in managing well-run retirement plans and helping employees retire with dignity. I also have a robust understanding of formalized best-practice processes.

Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm. We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

For employers, we offer the following: 

  • Employer-Sponsored Retirement Plans. What makes a retirement plan successful? We will guide you through a process to help you clearly define the criteria you have set for plan success. We help organizations create satisfied employees, help employees better understand planning and saving opportunities and help them to be “retirement ready” so they have an opportunity to retire with dignity when the time comes. 
  • Investment Management. We can take the burden of managing your retirement plan’s investments off of your shoulders, so that you focus on running your business. We serve as an ERISA 3(38) investment manager and named fiduciary to your plan.
  • Business/Practice Consulting. Having worked closely with doctors and small business owners for more than 40 years, we are familiar with the issues specific to both. We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

To learn more about our firm, visit: http://searcyfinancial.com/

To meet our team, visit: http://searcyfinancial.com/our-team

To read our blog, visit: http://searcyfinancial.com/blog-posts

CONTACT
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Professional Designations
Company Name Location Dates Years
Allos Investment Advisors, LLC Overland Park, KS Oct 2010 - Current 6
Searcy Financial Services, Inc. Overland Park, KS May 2001 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Jessica A. Searcy-Maldonado
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $155,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, KS, MO, TX

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This advisor has a clean track record with regulators.

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