Vetted Advisor's Table

Steven Cox, CFA®
Providence Financial Advisors, LLC

Tel: 913-323-0535
6900 College Blvd. Suite 440
Overland Park, KS 66211

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.

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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:   17
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management


Investment Types:   Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Real Estate, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Our Office, Email, Your Home, Your Office, Video Conference

Qualifications & Memberships

Financial Organization Memberships:   CFA Institute
Non-Financial Organization Memberships:   Kansas & Western Missouri Salvation Army Advisory Board

Firm Information

Firm's Number of Clients:   90
Firm's Number of Managed Clients:   90
Assets Managed by Firm:   90000000+
Advisor's Number of Clients:   95
Advisor's Number of Managed Clients:   95
Advisor's Number of Planning Clients:   <10
Assets Managed by Advisor:   78000000+

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Based on Assets, Hourly
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


BA  - Business Administration and Religious Studies   Southwest Baptist University  - Bolivar, MO


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor:


Registered Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM

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

Compensation Arrangements

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