Fas Wealth Partners, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 109796
· SEC file 801-19282
· Leawood, KS
· www.linkedin.com
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ADV data as of Feb 25, 2026
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 1,564
- Avg AUM / client
- $2.4M
- Accounts
- 5,110
- Employees
- 33
AUM over time
$552M
$3.8B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 917 | $711M | 18.8% |
| High net worth individuals | 607 | $2.9B | 77.9% |
| Banking or thrift institutions | 5 | $15.6M | 0.41% |
| Pension and profit sharing plans | 27 | $74.5M | 1.97% |
| Charitable organizations | Fewer than 5 clients | $1.4M | 0.04% |
| Corporations and other businesses | 8 | $32.5M | 0.86% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kansas City Urology Care P.A. 401(k) Plan Kansas City Urology Care P.A. | 2024 | |
| Hntb Retirement And Savings Plan Hntb Holdings Ltd. | 2024 |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Gerard Dussold | President, Director | CFP | Jun 1987 (39y) | Less than 5% |
| John Alan Meier | Senior General Legal Counsel | Mar 1997 (29y) | Less than 5% | |
| John T Meier | Grantor And Trustee Of John Thomas Meier Revocable Trust | CFP | Nov 2004 (22y) | Less than 5% |
| Barnabas D Horton | Trustee Of Michelle Horton Living Trust | CFP | Jun 2006 (20y) | Less than 5% |
| Horton, Michelle | Grantor And Trustee Of Michelle Horton Living Trust | Jun 2006 (20y) | Less than 5% | |
| Rocker, Kristy, L | Grantor And Trustee Of Sadaro Living Trust | Jun 2007 (19y) | Less than 5% | |
| Sadaro, Scott, Anthony | Treasurer, Director, Cfo | Jun 2008 (18y) | Less than 5% | |
| John Keith Mcdonald | Stockholder | CFP | Jan 2012 (15y) | Less than 5% |
| Jacob S Barnes | Grantor And Trustee Of Barnes Family Revocable Trust | CFP | Sep 2013 (13y) | Less than 5% |
| Anna Barnes | Grantor And Trustee Of Barnes Family Revocable Trust | CFP | Apr 2014 (12y) | Less than 5% |
| Jordan Michael O'grady | Stockholder | CFP CFA | Dec 2014 (12y) | 5% – 10% |
| Bradley Anthony Bergman | Stockholder | Apr 2017 (9y) | 10% – 25% | |
| Joshua L Perfect | Stockholder | Jul 2018 (8y) | Less than 5% | |
| Kevin Patrick Fisher Amey | Stockholder | CFP | Feb 2019 (7y) | 5% – 10% |
| Fisher, Clay, Mackenzie | Stockholder | Jan 2021 (6y) | Less than 5% | |
| Jason Allen Pechar Harrison | Stockholder | CFP CFA | May 2021 (5y) | Less than 5% |
| Jason M Salinardi | General Legal Counsel | Jan 2022 (5y) | Less than 5% | |
| Jacquelyn Elayne Glenn | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| John Walter Munz | Stockholder | CFP | Mar 2022 (4y) | Less than 5% |
| Krstic, Megan, Ashley | Stockholder | Jan 2023 (4y) | Less than 5% | |
| Jason Calkins | Registered representative | Mar 2019 (7y) | ||
| Clayton Norman Fisher | Registered representative | Jan 2020 (7y) | ||
| Timothy Michael Wickey | Registered representative | May 2020 (6y) | ||
| Michael John Filing | Registered representative | CFP Chartered Financial Consultant | Nov 2022 (4y) | |
| Blake Arnold | Registered representative | CFP | Jun 2023 (3y) | |
| Brooks Christopher Elder | Registered representative | CFP | Aug 2023 (3y) | |
| Tyler Robert Eckert | Registered representative | CFP | Aug 2024 (2y) | |
| Bennett Christopher Long | Registered representative | CFP | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meier, John Thomas Revocable Trust | Stockholder | Nov 2015 | A | 10% – 25% |
| Dussold, James G. Revocable Trust | Stockholder | May 1996 | A | 10% – 25% |
| Barnes Family Revocable Trust | Stockholder | Apr 2014 | A | 10% – 25% |
| Sadaro Living Trust | Stockholder | Jun 2007 | A | 5% – 10% |
| Michelle Horton Living Trust | Stockholder | Jun 2006 | A | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kansas City Urology Care P.A. 401(k) Plan | Kansas City Urology Care P.A. | 196 | $49.3M | 01/01/2024 |
| Hntb Retirement And Savings Plan | Hntb Holdings Ltd. | 6,881 | $623M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PLANNING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (58% of AUM) Feb 2026
- Fidelity Brokerage Services $1.4B (36% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗