Clayton Wealth Partners

Financial Advisor in Douglas County, KS

Firm Info
Address: 832 Pennsylvania St Suite 1005, Lawrence, KS 66044, USA
Phone: (785) 371-4832

Firm Size
Assets Under Management: $706.7 million
# of Advisors: 9
# of Clients: 1,645
Client to Advisor Ratio: 183:1
Average Account Size: $429,602
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

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

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

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

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

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Clayton Wealth Partners Overview

Clayton Wealth Partners is an investment advisory firm that has been in business since 1982. As a fee-only firm, they provide investment advice without the conflicts of interest that can arise from commissions or product sales. Their headquarters are located in Topeka, KS, and they serve a wide range of clients, including individuals, small businesses, and institutional clients. As an investment advisory firm, Clayton Wealth Partners specializes in providing financial planning and portfolio management services. They tailor their approach to meet the unique needs of each client, using a range of investment solutions to help clients achieve their goals. Whether it's managing investments for an individual or developing an investment strategy for a business, they offer a high level of expertise and service. In addition to their portfolio management services, Clayton Wealth Partners also offers educational seminars and workshops to help clients learn more about investing and financial planning. They also publish periodicals and newsletters to keep clients up-to-date on the latest market trends and investment strategies. This commitment to client education is a key part of their overall approach, as they believe that well-informed clients are better equipped to make smart investment decisions.

Clayton Wealth Partners caters to a diverse set of clients. The firm serves individuals, high net worth individuals, charitable organizations, and other corporation types that are not listed. The team at Clayton Wealth Partners is equipped to handle the complex financial needs of each of these clients. They provide custom-tailored solutions to meet the unique requirements and goals of every individual or entity they work with. Clayton Wealth Partners offers different fee structures depending on the service provided. Clients who opt for investment management services are charged a percentage of the assets under management (AUM). The firm also offers hourly billing for specific consulting services like financial planning or tax preparation. Additionally, Clayton Wealth Partners offers fixed fees for certain services, allowing clients to know upfront what to expect without incurring any hidden costs. These fee structures are designed to ensure the financial advice and services offered by the firm are within reach of a wide range of clients, irrespective of their financial profile.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for CLAYTON WEALTH PARTNERS does not mention an investment minimum.

How This Office Can Help Douglas County, KS Residents

Clayton Wealth Partners is dedicated to providing comprehensive wealth management solutions to clients in Douglas County, KS. With expertise in retirement planning, investment management, and estate planning, Clayton Wealth Partners ensures that clients receive customized financial strategies that are tailored to their unique needs and goals. For those facing uncertain financial situations due to job loss, health issues, or unexpected expenses, Clayton Wealth Partners offers guidance and support to help them make informed decisions and manage their finances more effectively. In Douglas County, KS, many clients may be facing challenges associated with retiring comfortably on their savings, managing debt, or building a strong investment portfolio. With the help of Clayton Wealth Partners, clients can invest in a range of opportunities, including stocks, bonds, and real estate, to grow their wealth and safeguard their financial futures. Additionally, the team at Clayton Wealth Partners offers a range of services, from tax planning to charitable giving, to help clients achieve their long-term financial goals and lead fulfilling lives.

To view the Minimum Investment and Fee Schedule for Clayton Wealth Partners, visit their Part 2 Brochure.

Services Offered by Clayton Wealth Partners

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 Clayton Wealth Partners 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 832 Pennsylvania St Suite 1005, Lawrence, KS 66044, USA
Phone (785) 371-4832
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 716 SOUTH KANSAS AVENUE, TOPEKA, KS 66603-3808, United States

This firm has no other locations.

State Registrations

Clayton Wealth Partners is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Kansas
  • Missouri
  • Nebraska
  • New Hampshire
  • North Carolina
  • Oklahoma
  • Texas
  • Virginia

Disciplinary History

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

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs