Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
21yrs
Lance Wade
Financial advisor at Strategic Advisers
Based in Overland Park, Kansas, Lance Wade is a fiduciary financial advisor with 21 years of industry experience. Lance has been with Strategic Advisers since 2025; before that, Lance spent seven years at Fidelity Personal and Workplace Advisors and a year at Charles Schwab & CO.. Lance holds the CFP® designation.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 12% by experience at Strategic Advisers
OfficeOverland Park, KS
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2018Strategic Advisers LLCPreviously
- Jan 2010 – Nov 2010Charles Schwab & CO., Inc.Previously
- 2007 – 2009Strategic Advisers LLCPreviously
Contact Lance
(617) 563-7000Firm headquarters in Boston, MA. Ask for Lance. Overland Park, KSOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lance
Tailored to Lance’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call Strategic Advisers at (617) 563-7000 and ask for Lance Wade. Lance works from the Overland Park, KS office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2005, about 21 years. Top 12% by experience at Strategic Advisers.
What licenses does Lance hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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