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Clay Mackenzie Fisher

FAS WEALTH PARTNERS, INC.·LEAWOOD, Kansas
SIE, Series 79Clean recordFAS WEALTH PARTNERS, INC.
4747 W 135 STREET, LEAWOOD, KS 66224CRD# 6676637Firm CRD# 109796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clay Mackenzie Fisher · LEAWOOD, KS
Registration
CRD #6676637 · FAS WEALTH PARTNERS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FAS WEALTH PARTNERS, INC.
CRD 109796 · SEC 801-19282
AUM
$2.6B
Regulatory assets under management
Employees
28
4,494 client accounts
Services offered by FAS WEALTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FAS WEALTH PARTNERS, INC. →
Introduction

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Frequently Asked Questions

What services does Clay Mackenzie Fisher offer?
Clay Mackenzie Fisher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Clay Mackenzie Fisher's credentials?
Clay Mackenzie Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clay Mackenzie Fisher located?
Clay Mackenzie Fisher is based in LEAWOOD, Kansas, working with FAS WEALTH PARTNERS, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Clay Mackenzie Fisher charge for services?
Clay Mackenzie Fisher's firm is compensated through percentage of aum, hourly charges, subscription fees, other: planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAS WEALTH PARTNERS, INC.?
FAS WEALTH PARTNERS, INC. has approximately 28 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAS WEALTH PARTNERS, INC.

Kevin Patrick Fisher Amey
LEAWOOD, KS
Anna Barnes
LEAWOOD, KS
CFP
John Keith Mcdonald
LEAWOOD, KS
CFP
Joshua L Perfect
LEAWOOD, KS
Max Weldon Greer
LEAWOOD, KS
Scott Anthony Sadaro
LEAWOOD, KS

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