Steven Cox, CFA

Tel: (913) 323-0535
6240 W 135th Street
Overland Park, KS 66223

Helping clients prudently manage their resources.


About Providence Financial Advisors, LLC

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals and then implementing an investment strategy within that framework.

Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients.

Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.

25+ Years of Experience



General Information
Firm Start Year:   2003
No.of Employees:   2-4
Name of Custodial Firm:   Schwab
States Licensed in:   KS, MO
Number of Years with Current Firm:   13
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Real Estate , Alternative Investments , Mutual Funds , Bonds , Stocks , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , Via email , At your home , At my office , At your office


Qualifications & Memberships
Financial Organization Memberships:   Paladin Registry , CFA Institute
Non-Financial Organization Memberships:   National Center For Fathering, Hope Network


Firm Information
Firm's Number of Clients:   90
Firm's Number of Managed Clients:   90
Assets Managed by Firm:   $59,000,000+
Advisor's Number of Clients:   40
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   10
Assets Managed by Advisor:   $59,000,000+


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Hourly , Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   $150
Flat Fee Rate:   N/A
Additional Details on Charges:   Assets under management start at 1% and taper down based on overall asset level.
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   $500
Minimum Fee Charged for Flat Fee Accounts:   N/A



FAQs

Steven Cox, CFA

Steven Cox, CFA

CFA

Communities Served

Basehor Belton
Blue Springs Bonner Springs
Bucyrus Clearview City
Cleveland De Soto
Drexel Edgerton
Eudora Freeman
Gardner Grandview
Greenwood Harrisonville
Independence Kansas City
Leawood Lees Summit
Lenexa Linwood
Louisburg Mission
Olathe Overland Park
Paola Peculiar
Prairie Village Raymore
Riverside Shawnee
Spring Hill Stilwell

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

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