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.
Searcy Financial Services, Inc.
Overland Park, KS
CRD 105807
Firm filing updated September 15, 2026 ·
- $514MAssets
- 9Advisory staff
- 1,874Accounts
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
- High net worth individuals104
- Individuals81
- Pension and profit sharing plans8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 81 | $53.4 million |
| High net worth individuals | 104 | $363.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $23.1 million |
| Charitable organizations | Fewer than 5 clients | $418,712 |
| Other investment advisors | Fewer than 5 clients | $73.6 million |
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
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$514.0 million
- Accounts1,874
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients1 to 10
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105807, SEC file 801-16377.
- Registered with the SEC as an investment advisor (status date on record: September 24, 1981).
Is Searcy Financial Services, Inc. a fiduciary?
Short answer: Searcy Financial Services, Inc. is registered with the SEC as an investment advisor. 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.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
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.