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Home > Financial Planner Directory > Kansas > Overland Park > K. Wade Carpenter, CFP®, ChFC, CLU
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K. Wade Carpenter, CFP®, ChFC, CLU

Summit Wealth Advisors, LLC

10801 Mastin St
Ste 370
Overland Park, KS 66210-1674
Phone: (913) 563-7300
Fax: (913) 563-7301

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Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.