KS · Baldwin City

Fiduciary advisors in Baldwin City, KS

1 advisor with offices in Baldwin City. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Baldwin City

JC Grason

Baldwin City, Kansas

JC Grason, based in Baldwin City, Kansas, provides financial planning, investment management, tax planning, and insurance analysis services to individuals and families planning for retirement. The firm, founded in 2003 by John P. Fawson and Chris A. Graham, offers investment advisory services through AE Wealth Management, LLC (a registered investment adviser), while insurance products are provided through JC Grason, LLC's insurance agency. The firm's approach centers on developing retirement strategies by coordinating with estate planning attorneys, accountants, and other professionals to address clients' comprehensive financial needs.

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Financial advisors in Baldwin City, Kansas

Advisors serving Baldwin City specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kansas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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