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Clayton Wealth Partners Employee Directory

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.

Find Clayton Wealth Partners employees' phone numbers or email addresses

Clayton Wealth Partners Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Clayton Wealth Partners's Leadership

  • Stylized image of a person
    B. D.
    Vice President And Senior Wealth Advisor
  • Stylized image of a person
    J. K.
    Director Of Trading And Technology
  • Stylized image of a person
    K. B.
    Office Manager
  • Stylized image of a person
    E. P.
    Wealth Advisor

Clayton Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Clayton Wealth Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. D.
    Vice President And Senior Wealth Advisor
    Aug 04, 2024
  • Stylized image of a person
    J. K.
    Director Of Trading And Technology
    Apr 20, 2026
  • Stylized image of a person
    K. B.
    Office Manager
    Oct 21, 2024
  • Stylized image of a person
    E. P.
    Wealth Advisor
    Jul 27, 2024

Frequently Asked Questions

What is Clayton Wealth Partners known for?

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Clayton Wealth Partners was founded in 1984 operates in the Financial Services industry. Explore Clayton Wealth Partners's company overview page for more information.

What is Clayton Wealth Partners's most common email format?

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Clayton Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clayton Wealth Partners email formats with LeadIQ.

How many employees does Clayton Wealth Partners have currently?

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Clayton Wealth Partners has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Clayton Wealth Partners's key employees and leadership?

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As of August 2026, Clayton Wealth Partners's key employees include:

  • Vice President And Senior Wealth Advisor: B. D.
  • Director Of Trading And Technology: J. K.
  • Office Manager: K. B.
  • Wealth Advisor: E. P.

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