Mariner Wealth Advisors

Wealth Management Firm in Merriam, KS

Firm Info
Address: 8500 Shawnee Mission Pkwy #220, Merriam, KS 66202, USA
Phone: (913) 895-0256

Firm Size
Assets Under Management: $0
# of Advisors: 33
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Other

Available Fee Structures
  • Other

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Mariner Wealth Advisors Overview

Mariner Wealth Advisors is a fee-based investment advisory firm that has been in business since 2017. The firm is headquartered in Overland Park, KS and specializes in providing investment advice to clients. As a registered investment advisory firm, Mariner Wealth Advisors is dedicated to providing trustworthy and objective investment advice to its clients. As a fee-based firm, Mariner Wealth Advisors charges its clients a fee for its investment advisory services. This fee is typically based on a percentage of the client's assets under management. By using a fee-based approach, Mariner Wealth Advisors aligns its interests with those of its clients and avoids potential conflicts of interest that could arise from commission-based compensation models. In addition to its investment advisory services, Mariner Wealth Advisors also offers referral services to its affiliate, Mariner, LLC d/b/a Mariner Wealth Advisors. This enables the firm to provide a broader range of financial planning and wealth management services to its clients through trusted partners. Overall, Mariner Wealth Advisors is committed to providing advice that puts its clients' interests first and helps them achieve their financial goals.

Mariner Wealth Advisors caters to a diverse range of clients, including high-net-worth individuals, families, entrepreneurs, institutions, and corporations. They provide customized financial planning and investment management solutions that align with their clients' unique needs and goals. The firm's team of wealth advisors works closely with clients to understand their financial objectives, risk tolerance, and investment preferences. Whether clients are planning for retirement, saving for education, managing their assets, or seeking tax-efficient strategies, Mariner Wealth Advisors offers holistic, integrated, and objective financial advice. When it comes to fee structures, Mariner Wealth Advisors provides several options depending on the service provided. For comprehensive wealth management, the firm charges a percentage of assets under management, typically ranging from 0.75% to 1.50% per year. For financial planning, they may charge an hourly rate, a fixed fee, or a retainer fee, depending on the complexity and scope of the project. For investment advisory services, the firm charges a percentage of assets under management or a performance-based fee. Mariner Wealth Advisors also offers commission-based products and insurance products through affiliated entities, which may involve additional fees and charges. Overall, the firm aims to be transparent about their fees and work with clients to ensure they understand and are comfortable with the costs associated with their services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Mariner Wealth Advisors indicates that they do not provide investment advice or manage assets for any type of client. Instead, they offer referral services to MWA through the introduction of prospective clients. However, their Part 2 Brochure does not mention an investment minimum, so it is unclear if there is a minimum requirement for clients referred to MWA.

How This Office Can Help Merriam, KS Residents

Mariner Wealth Advisors is a financial advisory firm that offers personalized financial planning services in Merriam, KS, and its surrounding areas. With over 500 financial advisors and $35 billion assets under management, the firm focuses on creating customized financial solutions that meet the unique needs of each client. Clients in Merriam, KS might be facing a range of financial situations, including planning for retirement, managing debt, saving for education, or navigating complex tax laws. Mariner Wealth Advisors offers a comprehensive suite of services to address each of these challenges. The firm's advisors can help clients create a long-term investment strategy that aligns with their goals and risk tolerance. They can also assist with estate planning, tax planning, and insurance planning, ensuring that clients have a comprehensive plan for the future. By working with Mariner Wealth Advisors, clients in Merriam, KS can have peace of mind knowing that their financial future is in capable hands.

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

Services Offered by Mariner Wealth Advisors

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

This Office Location

Firm location 8500 Shawnee Mission Pkwy #220, Merriam, KS 66202, USA
Phone (913) 895-0256
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5700 W. 112TH ST, SUITE 500, OVERLAND PARK, KS 66211, United States

This firm has no other locations.

State Registrations

Mariner Wealth Advisors is registered to service clients in the following states:

  • Florida
  • Iowa
  • Kansas
  • Minnesota
  • Missouri
  • Nebraska
  • Pennsylvania
  • South Dakota
  • Texas
  • Wisconsin

Disciplinary History

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