Form CRS

Form CRS (Client Relationship Summary) is a disclosure document prescribed by the SEC.  It is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:

  • The types of client and customer relationships and services the firm offers;
  • The fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history;
  • How to obtain additional information about the firm; and
  • Encourage a dialogue to ask questions (Conversation Starters).

Please click this link to access Homan Wealth Advisors’ Form CRS. For convenience, we also have made available the Form CRS for our affiliated advisor Buckingham Strategic Partners.

If you have any questions about the Form CRS or would like physical copy of the document, please contact

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We are Homan Wealth Advisors, an independent wealth management firm serving a select national clientele who seek a prudent investment approach. Everything we do is based on a simple fiduciary promise: to do what’s right for you, no matter what!