FA
First American Financial Advisors, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 113420
· Overland Park, KS
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ADV data as of Feb 12, 2026
- Regulatory AUM
- $11.5M
- Discretionary
- $11.5M
- Clients
- 11
- Avg AUM / client
- $1.0M
- Accounts
- 28
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $2.5M | 22.0% |
| High net worth individuals | Fewer than 5 clients | $9.0M | 78.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry James Bailey | Registered representative | Jan 2000 (27y) | ||
| Perry Dale Woolard | Registered representative | Chartered Financial Consultant | Jan 2004 (23y) | |
| Edward Nelson Colburn | Registered representative | Jan 2008 (19y) | ||
| Von Blake Hampton | Registered representative | Mar 2014 (12y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 1.4 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
- • Other fees
- • FINL. PLANNING FOR $125/HR SEPARATE FROM ADVISOR FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗