Sarver Vrooman Wealth Advisors Fees & Minimum

Overview

Headquarters: Kansas City, MO
Total Firm Assets: $452 million
Average High-Net-Worth Client Portfolio Size: $3.2 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-04-21) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,000,000	1.00%
$2,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$45,000	0.90%
$10 million	$82,500	0.82%
$50 million	$382,500	0.76%
$100 million	$757,500	0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 85.48%
Number of High-Net-Worth Clients: 122
Total Client Accounts: 934
Discretionary Accounts: 594
Non-Discretionary Accounts: 340

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 332699

FORM ADV PART 2A (2026-04-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Sarver Vrooman Wealth Advisors LLC disclose?

Is Sarver Vrooman Wealth Advisors LLC a fiduciary?

Where is Sarver Vrooman Wealth Advisors LLC located?

How many clients does Sarver Vrooman Wealth Advisors LLC have?

What services does Sarver Vrooman Wealth Advisors LLC offer?

How much does Sarver Vrooman Wealth Advisors LLC manage?

What types of clients does Sarver Vrooman Wealth Advisors LLC serve?