SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Engage Wealth Advisors, LLC
Overland Park, KS
CRD 289996
Firm filing updated August 25, 2026 ·
- $112.1MAssets
- 3Advisory staff
- 527Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals162
- Pension and profit sharing plans81
- High net worth individuals38
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 162 | $9.5 million |
| High net worth individuals | 38 | $30.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 81 | $71.4 million |
| Other investment advisors | Fewer than 5 clients | $670,415 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$112.1 million
- Accounts527
- Discretionary$43.6 million · 450 accounts
- Non-discretionary$68.5 million · 77 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents3
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 289996, SEC file 801-136981.
- Registered with the SEC as an investment advisor (status date on record: August 27, 2026).
Is Engage Wealth Advisors, LLC a fiduciary?
Short answer: Engage Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
3 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.