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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Michael Searcy

Searcy Financial Services, Inc.

Michael Searcy, a financial fiduciary has been a Paladin Registry member since 2004. Michael is the owner of Searcy Financial Services, Inc.. Michael holds the Accredited Investment Fiduciary Analyst , Certified Financial Planner , Chartered Financial Consultant certifications and has over 44 years of experience. Michael provides financial services to clients in the Overland Park, Kansas area.

I. Snapshot

A. Registry Member
  • Since 2004
B. Years of Experience
  • 44
C. College Degrees
  • University of Missouri - Kansas City - 1973-1976
  • University of Missouri - Columbia - 1972-1973
D. Certifications
  • AIFA®, CFP®, ChFC®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We are a fee-only firm passionate about viewing our clients' wealth from their perspective, to help them achieve success on their terms, where they stand. We do not assume to know what "success" means to any of our clients but we work together to find better ways to make life and wealth more enjoyable and intentional. I guess you could say helping our clients enjoy their life is our ultimate goal, and if we can make their wealth simpler to manage then we've accomplished something worthwhile.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Michael Searcy
B. Main Location
  • 12980 Foster Street, Suite 160
    Overland Park, Kansas, 66213
C. Additional Locations
  • Naples, Florida
D. Telephone
  • 913-814-3800
E. Comments
  • Fee-Only Advisors in Kansas City, Naples and Phoenix

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Searcy Financial Services, Inc.
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Searcy Financial Services, Inc.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 44 Years
B. College, Degrees, Years
  • University of Missouri - Kansas City - 1973-1976
  • University of Missouri - Columbia - 1972-1973
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • The National Association of Personal Financial Advisors (NAPFA)

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 821456
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We are a fee-only firm passionate about viewing our clients' wealth from their perspective, to help them achieve success on their terms, where they stand. We do not assume to know what "success" means to any of our clients but we work together to find better ways to make life and wealth more enjoyable and intentional. I guess you could say helping our clients enjoy their life is our ultimate goal, and if we can make their wealth simpler to manage then we've accomplished something worthwhile.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
  • Other:
G. Types of Reports (Frequency)
  • Performance (qa)
  • Market Environment (qa)
  • Newsletters (bi)
  • Other: Access to updated portfolio information is available online 24/7
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    We serve successful individuals and families, business owners and retirement plan sponsors. Each client has their own needs, desires, roadblocks, and big picture goals. What they have in common is a desire to do the best for themselves and those around them – this could mean their family, their employees or their community. We help address the financial needs so our clients can spend their limited time nurturing relationships and exploring passions.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Other: Employer-Sponsored Retirement Accounts/401(k) Accounts
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Michael Searcy
Most Recent Update:
  • Jun 3, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other