FAS was founded by Max W. Greer, Jr., in 1979 and was registered with the SEC as a Registered Investment Adviser in 1983 under the name of Financial Advisory Service, Inc. The firm changed its name to "FAS Wealth Partners, Inc." in September 2022. Our principal place of business is located in the State of Kansas. FAS is an S-Corp tax entity formed under the laws of the State of Kansas. No shareholder directly or indirectly owns more than 25% of the firm. FAS provides fee- based advisory services. Assets Under Our Management - As of December 31, 2023, our total discretionary assets under management are $2,639,813,467. Types of Services We Provide 1. General Asset Management: FAS offers ongoing discretionary asset management services based on your individual goals, objectives, time horizon and risk tolerance. We provide these services for your individual, estate, trust, business entity, IRA and other qualified retirement plan investment accounts as you may choose. Discretionary management is an arrangement in which we, as your investment manager, make the buy/sell decisions on your assets and assets selection without consulting with you for every transaction. You authorize discretionary asset management of your accounts on the Investment Management Services Agreement you sign with FAS and the appropriate trading authorization forms with the qualified custodian of your accounts. However, we must operate within the written goals and agreed upon limits noted in your FAS Investment Objectives Questionnaire in order to achieve your stated investment objectives. Through personal discussions with you and/or with an online profile, we assist you in establishing your goals and objectives based upon your particular circumstances. As appropriate, we also review and discuss your present financial circumstances and prior investment history as well as family composition and background. FAS determines your personal investment strategy and then creates and manages an investment portfolio consisting of one or more FAS managed accounts (“Investment Portfolio”) based on our mutually agreed upon strategy. FAS offers a menu of several types of asset allocations for the Investment Portfolio we manage for you as determined by your risk tolerance and time horizon. We also manage, at your request and subject to our acceptance, non-discretionary portfolio management of your accounts. Non-discretionary management is an arrangement where you direct us to make the buy/sell decisions for your FAS Investment Portfolio. The custody of your FAS managed assets are predominantly held in institutional accounts under our master agreements with qualified custodians such as Charles Schwab, Fidelity or T.D. Ameritrade. We manage some 401(k) participant assets and institutional trustee accounts by using (1) ByAllAccounts, an account aggregator, or (2) an institutional trustee (i.e. bank trustee) having custody of trust assets for which you are a grantor, account owner or beneficiary. We do not accept physical custody of these assets. These qualified custodians provide securities trading platforms and the electronic reporting and support we need to prepare your quarterly management reports. Management of your Investment Portfolio is guided by your written stated objectives that include: 5 FAS Wealth Partners . Form ADV Part 2A Disclosure Brochure
• Capital Preservation – You are seeking preservation of your capital and to a lesser extent, having income available for distribution to you. Assets are allocated primarily among fixed income instruments with minimal exposure to equities for diversification.
• Balanced Income – You are focused more with current income than capital appreciation;
• Balanced – You are focused more with a moderate amount of current income and a moderate amount of capital appreciation. Assets are allocated approximately evenly between fixed income and equity securities.
• Balanced Growth – You are concerned more with capital appreciation; generating current income is a secondary concern. The majority of assets are allocated to equities with some fixed income exposure for diversification.
• Growth – You are seeking capital appreciation. Assets are invested almost exclusively in equities leading to both greater volatility and potential return. Current income is not a concern. You can request reasonable restrictions on your Investment Portfolio investing in certain securities, types of securities, or industry sectors or ask us to retain certain securities as you direct, and we will try to accommodate those requests. Our investment advice is not limited to any particular or specific product or service offered by any particular broker-dealer, bank, corporate trustee or insurance company and will include advice regarding the following investments, if applicable:
• Equity Securities
• Exchange-listed securities including “ETFs”
• Securities traded over-the-counter
• Warrants
• Corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• Variable life insurance
• Variable annuities
• Mutual fund shares
• United States governmental securities
• Municipal securities
• Options contracts on securities
• Alternative Strategies
• Other Some types of investments involve additional risk. These investments are only implemented or recommended when consistent with your stated investment objectives, time horizon, and tolerance for risk, liquidity and suitability. 2. Financial Planning Services: We provide financial planning services through our CERTIFIED FINANCIAL PLANNER™ practitioners and other licensed professionals. Our financial planning process considers all of your questions, information you have provided and analyses to determine the impact upon your entire financial and life situations. Our financial planning services are presented as either a “Comprehensive Financial Plan” or a “Target Financial Plan.” 6 FAS Wealth Partners . Form ADV Part 2A Disclosure Brochure Comprehensive Financial Plan – This includes a comprehensive evaluation of your current and future financial situation assessed by using currently known facts used to predict future cash flows, asset values and withdrawal plans. You will receive a written individualized case study which provides you with a detailed financial plan designed to assist you in achieving your financial goals and objectives. The Comprehensive Financial Plan can address all of the following areas:
• Personal - We review family records, budgeting, personal liability, estate information and financial goals;
• Tax and Cash Flow - We analyze your income tax, spending and planning for past, current and future years; then illustrate the impact of various investments on your current income tax and future tax liability. We do not prepare tax returns for you nor do we include specific tax advice.
• Investments - We analyze investment alternatives and their effect on your portfolio;
• Insurance - We review existing policies to ensure adequate coverage for life, health, disability, long-term care, liability, home and automobile. We do not sell liability, casualty, home or automobile insurance. Our affiliated broker-dealer,

FAS Corp., makes available life insurance, annuities and long-term care products to you although you are free to choose any insurance company/insurance agent you desire.
• Retirement - We analyze current strategies and investment plans to help you work towards your retirement goals;
• Death and Disability - We review your cash needs at death, income needs of surviving dependents, estate planning and disability income;
• Estate - We assist you in assessing and developing long-term strategies. This includes, as appropriate, living trusts, wills, powers of attorney, asset protection plans, review of prospective estate/gift tax and/or probate exposure, nursing homes, Medicaid and elder law. You will need to retain an attorney of your choice to prepare appropriate estate plan documents. We gather necessary information through in-depth personal interviews and fact-gathering forms. Information gathered includes your current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents you supply including a questionnaire completed by you and prepare a written report outlining a proposed financial plan. We use one or more licensed software programs to facilitate our financial planning services. Should you choose to implement recommendations contained in the financial plan, we suggest you work closely with your own attorney, accountant, insurance agent, and/or other financial advisors. Implementation of financial plan recommendations is entirely at your discretion. We provide general non-securities related advice on topics including tax and budgetary planning, retirement planning, educational planning, estate planning and business planning. If FAS provides a recommendation for non-investment related services (e.g. tax preparation, accountants or insurance agents), you are under no obligation to engage the services of such professional. In conjunction with all the benefits recognized through the development and implementation of a Comprehensive Financial Plan, we believe you will find the greatest benefit comes from our 7 FAS Wealth Partners . Form ADV Part 2A Disclosure Brochure ongoing administration of your plan if you so desire. We waive ongoing fees for administration of your financial plan if you have assets under our management. Target Financial Plan – This includes a more “targeted” review of specific areas of interest or concern regarding your financial situation. A Target Financial Plan will encompass one to three areas of your concern regarding any of the topics listed previously under Comprehensive Financial Plan rather than a comprehensive review of all areas of your financial situation. You will receive a written individualized case study which provides you with a targeted analysis designed to assist you in achieving your financial goals and objectives for these particular areas. You have the option of selecting from a broad array of topics which are of personal concern to your financial situation. Following is a list of topics offered for review:
• Retirement Planning
• Investment Portfolio Design
• Income Tax Planning
• Debt Management
• Business Entity Planning - New Company Start-up - Acquisition and Disposition - Buy-Sell Agreements - Succession Planning
• Estate Planning
• Divorce Planning and Mediation
• Insurance Planning - Life - Disability - Health - Long-Term Care - Annuities
• Social Security Planning These subject areas can be addressed individually in a detailed fashion to address potential gaps in your general financial program. Conflict of Interest - Our financial planning recommendations are not focused on or limited to any specific product or service offered by any broker-dealer or insurance company. We do have an affiliated broker-dealer, FAS Corp., that has life insurance and annuity products available. You are free to choose an insurance company/agent of your choice. There will be a conflict of interest if you choose to purchase insurance products through FAS Corp. Refer to Item 10 – FAS Corp. for details regarding this conflict of interest. 3. Employer-Sponsored Defined Contribution Plan and Defined Benefit Plan Investment Advice to Plan Sponsor: FAS provides investment advisory and consulting services to Employer-Sponsored Defined Contribution Plans and Defined Benefit Plans as an investment adviser as defined under Section 3(21) and Section 3(38) of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). FAS does not custody plan assets and is not a record keeper or third-party administrator. ERISA Section 3(21) - We offer non-discretionary investment consulting within the meaning of ERISA Section 3(21) to Employer Defined Contribution Plans (“Plan”) and their fiduciaries based 8 FAS Wealth Partners . Form ADV Part 2A Disclosure Brochure upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. FAS serves in a co-fiduciary role along with the Plan Sponsor and other professionals in regards to the Plan. ERISA Section 3(38) - We offer, on a limited basis, discretionary investment management within the meaning of ERISA Section 3)38) to Employer Defined Contribution Plans (“Plan”). Your Responsibilities for All of our Services It is your responsibility to keep us fully and continuously updated as to your personal and current financial situation, investment objectives, personal circumstances, needs and goals, and promptly inform us of any changes. Nature of our Advice We render advice to our clients based on our fiduciary standard. However, we cannot assure or guarantee our advice or your investments will be profitable, or ensure or guarantee no losses will occur in your assets managed by FAS. Retirement Plan Rollovers Effective December 20,2021 (or such later date as the US Department of Labor (“DOL”) Field Assistance Bulletin 2018-02 ceases to be in effect), for purposes of complying with the DOL’s Prohibited Transaction Exemption 2020-02 (“PTE 2020-02”) where applicable, we are providing the following acknowledgment to you. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and give you basic information about conflicts of interest.