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AdamsBrown Wealth Consultants LLC

Updated today

Client assets under management

$929,718,334

Clients

1,818

15% high-net-worth

Advisors

16

of 22 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

114

Very High

Average account size

$511,396

About

AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. Services described in the brochure include discretionary portfolio management, standalone financial planning, retirement plan advisory and consulting, and consulting for brokerage customers through a relationship with Mutual Securities, Inc.

The firm generally pursues a long‑term, diversified investment approach that emphasizes ETFs and mutual funds while also using individual securities when appropriate, drawing on both fundamental and technical analysis. AdamsBrown typically manages accounts on a discretionary basis, conducts ongoing due diligence and portfolio monitoring, and may select sub‑advisors to manage portions of client assets in line with client objectives and risk tolerance.

AdamsBrown is part of a group that includes an affiliated accounting firm (Adams Brown, LLC) and an affiliated trust company (Adams Brown Trust Services, LLC), and the brochure discloses referrals to—and in certain instances fee coverage for—services provided by those affiliates, which is an uncommon arrangement for multi‑team firms. The firm also maintains an institutional relationship with Schwab, provides consulting to MSI brokerage customers, and operates alongside payroll and technology affiliates, reflecting a broader set of service capabilities in addition to managing roughly $1.12 billion in client assets.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Retirement plan advisory services include an annual flat fee for first $500,000 to $1,000,000; retirement plan consulting services may be offered as fixed fees based on expected hours

Percentage

0.50% to 1.525% annually (varies based on factors including asset size, complexity, and services)

Project-based

Financial planning services up to $250/hour; retirement plan consulting services up to $200/hour

Other

Fee-only: Wealth management fees based on assets under management; financial planning fees charged separately on hourly basis (up to $250/hour); retirement plan advisory fees with flat fee for first $500,000 to $1,000,000 and up to 1.525% annually on assets over $1,000,000; retirement plan consulting fees on hourly basis (up to $200/hour) or fixed fees; financial institution consulting fees up to 1.00% annually

Main office location

AdamsBrown Wealth Consultants LLC

358 N Main Street, Suite 100

Wichita KS 67202, United States

Number of offices

8

Most active in

Arkansas · California · Colorado · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jude F

PFS™, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with eight years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining AdamsBrown in 2020, he worked at Private Client Services, HD Vest Insurance Agency, HD Investment Advisory Services, and Avantax Investment Services. Outside of his advisory role, Fox serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor team and follows a long-term, strategic approach to portfolio construction using ETFs, mutual funds, individual stocks, bonds, and other instruments, with ongoing monitoring and periodic reviews tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Chad S

Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Chad Somers is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 credential and one year of industry experience. He has been associated with Adams Brown LLC since 2019 and previously worked at Benefit Management, LLC. Outside of his advisory role, Somers is a managing member of several local business ventures, including a hunting club and a movie theatre. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual stocks, bonds, and REITs, and serves approximately 1,485 clients with $881 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Duane M

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Duane Moppin is a financial advisor at AdamsBrown Wealth Consultants LLC with six years of industry experience. He holds a Series 66 designation and previously worked at MMA Securities LLC, Marsh McLennan, and State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that utilizes a long-term, strategic investment approach with a mix of ETFs, mutual funds, individual securities, and other instruments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Trent W

CFP®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Trent Woodcock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with AdamsBrown Wealth Consultants LLC, where he has worked since 2020. His prior experience includes roles at Private Client Services, HD Vest Insurance Agency, Avantax Investment Services, and Edward Jones. Woodcock also works as an insurance agent, providing term, variable, whole life, and long-term care insurance. AdamsBrown Wealth Consultants offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach utilizing ETFs, mutual funds, individual stocks, bonds, and other instruments, and operates with a multi-advisor team that can select and oversee sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Tommy L

Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Tommy Le is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 designation and one year of industry experience. He also serves as a staff accountant at Adams Brown, LLC, providing tax and accounting services. AdamsBrown Wealth Consultants offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual securities, and other instruments, and operates with a multi-advisor team that manages approximately $881 million in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Steven B

PFS™, Series 63

Wichita, KS

AdamsBrown Wealth Consultants LLC

Steven Baumrucker is a financial advisor with AdamsBrown Wealth Consultants LLC, holding the PFS™ designation and Series 63 license. He has 24 years of industry experience, including prior roles at Private Client Services, HD Vest Insurance Agency Inc, and Avantax Investment Services, INC. Baumrucker is also a partner at Adams, Brown, Beran & Ball, a public accounting firm, and serves as treasurer of Whiskey Creek Restaurant. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor team approach, utilizing ETFs, mutual funds, and other securities in a long-term, strategic portfolio construction process.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Billy M

CFP®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Billy Muhizi is a CFP® and Series 66 licensed advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, KS. He has five years of industry experience, including prior work with Private Client Services and CHS. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients using a long-term, strategic investment approach with ETFs, mutual funds, and other instruments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Quincey B

Series 63, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Quincey Bernard is a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining AdamsBrown in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that uses a long-term, strategic approach incorporating ETFs, mutual funds, individual securities, and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Donald R

CFP®, Series 63, Series 65

Little Rock, AR

AdamsBrown Wealth Consultants LLC

Donald Rodgers is a CFP® with 33 years of industry experience. He is currently with AdamsBrown Wealth Consultants LLC and has previously worked at Landmark Financial, LLC and EGP Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales and service of insurance policies. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic approach to portfolio construction and operates with a multi-advisor team capable of selecting and overseeing sub-advisors for client accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Grover M

CFP®, Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Grover Musser is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at AdamsBrown Wealth Consultants LLC since 2021. His prior experience includes roles at Private Client Services, Farm Bureau Wealth Management, U.S. Bancorp Investments, and Mariner Wealth Advisors. In addition to his advisory work, Musser is also an independent insurance agent based in Hays, KS. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, strategic approach to portfolio construction and operates with a multi-advisor team that also oversees sub-advisors for client accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jared V

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jared Vitztum is a financial advisor at AdamsBrown Wealth Consultants LLC with four years of industry experience. He holds a Series 66 designation and has worked at AdamsBrown and Private Client Services. Prior to his advisory roles, he spent several years in education, including positions at Fort Hays State University. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets, operates with a multi-advisor team, and employs a long-term, strategic approach that incorporates ETFs, mutual funds, individual securities, and ongoing portfolio monitoring tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Todd S

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Todd Sullivant is a financial advisor with AdamsBrown Wealth Consultants LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Agia, and Private Client Services. Outside of his advisory work, he is the owner and operator of Sullivant Family Ranch LLC. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach with a multi-advisor team and manages approximately $881 million in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Justin M

PFS™, Series 63, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Justin Mitchell is a financial advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, Kansas. He holds the PFS™ designation and has 24 years of industry experience. His prior work includes roles at HD Vest Insurance Agency, Avantax Investment Services, and various affiliated entities. Outside of advising, he is a partner and CPA involved in an accounting firm and serves as trustee for multiple irrevocable family trusts. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, and individual securities, and operates with a multi-advisor team that oversees sub-advisors and conducts due diligence tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Brian S

Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Brian Staats is a financial advisor with AdamsBrown Wealth Consultants LLC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Avantax Investment Services and HD Vest Advisory Services and is also president and CEO of an accounting and CPA firm. Additionally, Staats is involved in business consulting, technology, and property management ventures. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic approach using ETFs, mutual funds, stocks, bonds, and other instruments, managing roughly $881 million in assets for about 1,485 clients through a multi-advisor team.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jeffrey A S

Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jeffrey A Smith is a financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Intrust Bank, LPL Financial, and Private Client Services. He also operates as an independent insurance agent. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets, employs a multi-advisor team, and employs a long-term, strategic approach to portfolio construction using ETFs, mutual funds, individual securities, and other instruments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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