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Multi-Family OfficeRIA · CRD 141157State-Registered Investment Adviser

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Wichita Wealth Management

Wichita Wealth is a fee-only fiduciary financial planning firm located in Wichita, Kansas, serving clients locally and across the country. The firm provides...

Overview

Wichita Wealth is a fee-only fiduciary financial planning firm located in Wichita, Kansas, serving clients locally and across the country. The firm provides financial planning with no commissions and no product sales. Since 2006 it has helped hundreds of people plan and execute their retirement. Its True Wealth Planning process starts with clients' life goals, then builds the plan and portfolio to support them.

General information

Firm type

Multi Family Office

Year founded

2006

Location

Region

North America

Country

United States

City

Wichita

Corporate office

Wichita, KS, United States

Principals

Jonathan Harner

CFP — Owner, Financial Advisor

Amanda Riddle

LCMFT — Director of Operations

Sector focus

Private Wealth ManagementFinancial Planning

Frequently asked questions

How does Wichita Wealth Management structure its fees?

As a registered investment advisor, the firm charges fees based on assets under management. The exact fee schedule is not publicly disclosed.

Who is the founder or principal of Wichita Wealth Management?

The firm does not publicly identify its leadership team. Public records show it is registered as an LLC in Kansas, but named principals are not disclosed.

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