Clayton Wealth Partners's Form ADV discloses 1.00% on the first $1 million, 0.50% on the next $4 million, and 0.40% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #105898), Clayton Wealth Partners is subject to fiduciary duty under federal law.
Clayton Wealth Partners is headquartered in TOPEKA, KS.
Clayton Wealth Partners serves 110 high-net-worth clients according to their SEC filing dated September 9, 2026. View client details ↓
According to their SEC Form ADV, Clayton Wealth Partners offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
Clayton Wealth Partners manages $910 million in client assets according to their SEC filing dated September 9, 2026.
According to their SEC Form ADV, Clayton Wealth Partners serves high-net-worth individuals and institutional clients. View client details ↓