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Reed Benjamin Roney

Canvas Wealth Advisors, LLC

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About Reed Benjamin Roney

Reed Benjamin Roney is an Investment Advisor Representative associated with Canvas Wealth Advisors, LLC. Reed is registered with the state of Kansas, and the firm is headquartered in Shawnee, KS. Reed is a dedicated professional who provides financial advice to individuals, businesses, and charitable organizations. He has a proven track record of success in helping clients achieve their financial goals. Reed is committed to providing personalized service and tailored financial solutions.

Firm Information

Reed Roney is currently registered with Canvas Wealth Advisors, LLC. Canvas Wealth Advisors, LLC is a registered investment advisor based in Shawnee, Kansas. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services. They manage approximately $713 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Canvas Wealth Advisors, LLC

6136 NIEMAN ROAD

SHAWNEE, KS 66203

$713.00M

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Reed Roney’s Registration & Firm History

KS

05/24/2023 - Present

Canvas Wealth Advisors, LLC (SHAWNEE KS)

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Licenses & Designations

IA

Issued 05/24/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reed Benjamin Roney.
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