Clayton Wealth Partners Email Format

Financial ServicesKansas, United States11-50 Employees

Clayton Wealth Partners operates as a fee-only Registered Investment Advisor, providing fiduciary guidance to individuals and institutions. Based in Topeka and Lawrence, Kansas, the firm emphasizes independence and maintains an in-house investment team. Founded in 1984, it was among the region's early adopters of the fee-only model, aligning client compensation with objective advice rather than commissions.

It serves pre-retirees, retirees, young and mid-career professionals, and institutional clients, delivering both personal wealth management and asset management for organizations with under $25 million to invest. The firm offers a broad range of planning and advisory services, including retirement planning, financial goal setting, tax review, higher education funding, charitable giving, estate planning, insurance review, and employee benefit package analysis, supported by professional designations such as CFP, CFA, FPQP, and CIMA. In February 2025, James Walden, CFA, joined the Board of Directors for The Lawrence Chamber, reflecting ongoing leadership expansion.

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