# FAS Wealth Partners

FAS Wealth Partners is a Multi Family Office based in Leawood, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Leawood, United States
- **Region:** North America
- **Address:** Leawood, KS, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** faswealthpartners.com

## Regulatory record

- **CRD number:** 109796
- **SEC file number:** 801-19282
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109796

## About

FAS Wealth Partners, Inc. is an SEC-registered investment adviser in Leawood, Kansas, since 1983. The firm manages $3.8 billion in regulatory assets under management on a discretionary basis. It has 33 employees and 20 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- Scott A. Scharff — President

## Questions

### Who runs investment decisions at FAS Wealth Partners?

Scott A. Scharff, the founder and President, oversees investment decisions within the firm's fiduciary framework. The investment process is centralized—no external investment committee or outsourced CIO (OCIO) arrangement is disclosed. As a small RIA, portfolio construction follows an internal allocation policy that draws from Dimensional Fund Advisors, municipal bond ladders, and select alternative strategies, all tailored to each household's life-planning output.

### Does FAS Wealth Partners run proprietary funds or commingled vehicles?

No. The firm does not operate pooled investment vehicles or proprietary funds. FAS acts as an allocator and advisor, constructing individual portfolios for each client from separate accounts, third-party mutual funds, ETFs, and direct municipal bond holdings. This separation avoids the conflict of interest that can arise when advisors push in-house products.

### How does the 'life-centered planning' model work in practice?

The firm's proprietary protocol begins with a non-financial discovery process that identifies each client's temporal, familial, and legacy goals. Investment policy statements are then written to fund those specific goals with dedicated sub-portfolios, rather than a single risk-budgeted portfolio. Tax-aware withdrawal sequencing, Social Security optimization, and Roth conversion analysis are integrated into the planning engine, making the investment allocation the output of the life plan, not the input.

### What is the custody arrangement for FAS Wealth Partners' clients?

FAS does not custody client assets directly. The advisory relationship operates through Charles Schwab and Fidelity custodial platforms, where assets are held in client-owned accounts with FAS holding limited power of attorney for fee deduction and trading. This separation of custody and advice is a structural safeguard standard among fiduciary RIAs.

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Last updated: 2026-07-06T01:24:16.359Z

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