John Fales, financial advisor Overland Park KS
100 score

John Fales

CRD Number: 6056370
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

We are passionate about viewing our clients’ wealth from their perspective, to help them achieve success on their terms, where they stand. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. 

I specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments so that these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, I oversee qualitative and quantitative analysis and report technical conditions to our Investment Team which manages asset allocation and security selection decisions. 

Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: 

  • Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be. 
  • Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. 
  • Employer-Sponsored Retirement Plans: 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. 
  • Business/Practice Consulting: 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
Searcy Financial Services, Inc. Overland Park, KS May 2011 - Current 5
Allos Investment Advisors, LLC Overland Park, KS May 2011 - Current 5
Vinsolutions Overland Park, KS Jan 2011 - May 2011 < 1
University Of Kansas Lawrence, KS Aug 2006 - Dec 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for John C. Fales
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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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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