OWLFI

Estate Planning Lawyer in Lenexa, KS

Firm Info
Address: 8725 Rosehill Rd #119, Lenexa, KS 66215, USA
Phone: (913) 441-8380

Firm Size
Assets Under Management: $90.5 million
# of Advisors: 8
# of Clients: 471
Client to Advisor Ratio: 59:1
Average Account Size: $192,117
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Owlfi Overview

OWLFI is a registered investment advisory firm that has been in operation since 2021. Based in Lenexa, KS, the firm offers investment advice only and operates on a fee-only basis. This means that clients are only charged for the advice and services they receive, with no hidden commission fees or charges added to investment products. OWLFI offers a range of financial planning services, tailored to individual and small business clients. These services are designed to help clients identify and achieve their financial goals, such as saving for retirement or maximizing investments. The firm also provides portfolio management services, helping clients to develop and maintain investment strategies that align with their objectives and risk tolerance levels. For clients with pension funds, OWLFI offers specialized consulting services to help navigate the complexities of pension investments. The firm’s team of experienced professionals work closely with clients to create customized investment strategies that will maximize returns, while minimizing risk. With a focus on transparency and unbiased advice, OWLFI is dedicated to helping clients make informed investment decisions that will secure their financial future.

OWLFI caters to a diverse set of clients, ranging from individual investors to small businesses to large corporations. The firm has expertise in wealth management, financial planning, and investment advisory services, which enables it to serve clients across various segments. OWLFI also specializes in providing customized solutions based on the unique requirements of the clients. Their team of experienced advisors understands the complex financial requirements of different clients and is well-equipped to cater to their needs. When it comes to fee structures, OWLFI offers flexibility and variety, designed to meet the diverse requirements of its clients. The firm provides three types of fee structures, which are based on the nature of services provided. For wealth management and investment advisory services, OWLFI operates on a percentage of AUM (Assets Under Management) basis. For other services, such as financial planning, the firm offers options for hourly billing or fixed fees. The hourly fee structure is ideal for clients who require specific advice or consultancy services, and the fixed fee structure is suitable for clients who require a comprehensive financial plan or specific investment recommendations. Overall, OWLFI's fee structures are transparent, fair, and aligned with the interests of its clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for OWLFI does not mention anything about an investment minimum. Therefore, it is unclear what the minimum investment requirement is for this firm. Potential investors interested in working with OWLFI should reach out to the company directly to inquire about investment minimums and other relevant information.

How This Office Can Help Lenexa, KS Residents

OWLFI helps clients in Lenexa, KS by providing them with various financial services. For instance, if someone in Lenexa is struggling with debt, OWLFI offers debt consolidation services that help them combine their debts into one manageable payment. Furthermore, the company provides budgeting services that enable clients to keep tabs on their spending and stick to a realistic budget. Moreover, OWLFI assists clients in Lenexa who are facing financial emergencies. They have personal loans that help clients meet their urgent financial needs. For example, if one is facing a medical emergency or a job loss, they can get a personal loan from OWLFI to help them cover expenses until they get back on their feet. Additionally, OWLFI provides retirement and investment planning services to clients who want to secure their future. This includes comprehensive financial planning, risk assessment, and investment recommendations designed to help clients achieve their long-term financial goals. Overall, OWLFI is dedicated to helping its clients achieve financial stability and freedom.


Services Offered by Owlfi

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Owlfi most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8725 Rosehill Rd #119, Lenexa, KS 66215, USA
Phone (913) 441-8380
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Owlfi is registered to service clients in the following states:

  • Florida
  • Kansas
  • Missouri
  • Nebraska
  • New York
  • Oklahoma
  • Texas
  • Utah

Disciplinary History

Owlfi does not have any disclosures. Please visit it's Form ADV for more details.