Fee-only adviser · Kansas City, MO
Schram, Lori
Schram, Lori is a fee-only investment adviser registered with the securities regulator of Missouri, with its main office in Kansas City, Missouri. On its latest Form ADV, filed March 12, 2024, it reports $8.1M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Missouri |
|---|---|
| Firm CRD number | 329637 |
| Office | 106 E. 104th ST Kansas City, MO 64114 |
| Phone | (405) 948-7700 |
| Website | Not listed |
| Regulatory assets under management | $8.1M |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Kansas City
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- Ryan Poage & Co. $114M
- Greystone Capital Partners Group LLC $101M
See all 17 fee-only advisers in Kansas City →
Nearby
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- Mission Woods 1 firm
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