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Fortner Financial Services, Inc. (Kansas City)


Fortner Financial Services, Inc. is a large advisory firm based in Kansas City. It manages $50.46 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Kansas, Missouri, and Texas.

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Fortner Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fortner Financial Services: assets under management

The assets under management (AUM) of Fortner Financial Services, Inc. is $50.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $622.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fortner Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kansas City

The principal office where Fortner Financial Services, Inc. performs its advisory services is located at 2405 Grand, Suite 530, Kansas City, MO 64108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 816-474-4102 or by fax 816-474-4327. The normal business hours are 9:00 a.m.-3:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.fortnerfinancial.com.


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