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SEARCY FINANCIAL SERVICES, INC.
CRD 105807 · SEC 801-16377
12980 FOSTER STREET, SUITE 160, OVERLAND PARK, KS, 66213-2703, United States
Phone
913-814-3800
Fax
913-814-3900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$514.0M
Discretionary AUM
$514.0M
Team
9 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $53.4M |
| High net worth individuals | 104 | $363.4M |
| Pension/profit sharing plans | 8 | $23.1M |
States served
AZ, AR, ID, KS, OR, SC, TN, UT, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD