Fee-only adviser · Ellinwood, KS

Widener & Asher Asset Management LLC

Widener & Asher Asset Management LLC is a fee-only investment adviser registered with the securities regulator of Kansas, with its main office in Ellinwood, Kansas. On its latest Form ADV, filed March 27, 2026, it reports $26M in regulatory assets under management, 35 individual clients and 2 employees who give 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

RegistrationState-registered: Kansas
Firm CRD number153958
Office13 N Main ST
Ellinwood, KS 67526
Phone(913) 669-8756
Websitewww.waamservices.com
Regulatory assets under management$26M
Individual clients27 non-high-net-worth, 8 high-net-worth
Financial planning clients0
How it chargesPercentage of assets
ServicesFinancial planning, Portfolio management, Pension consulting
Employees2
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 27, 2026

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.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • 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.

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Widener & Asher Asset Management LLC? Update this listing.