Amy Guerich
Stepp & Rothwell · Overland Park, Kansas
Amy Guerich is a fee-only financial advisor at Stepp & Rothwell in Overland Park, Kansas. Stepp & Rothwell reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stepp & Rothwell |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 2,283 accounts |
| SEC registration | Investment adviser representative in KS · CRD 6946623 |
| Exams passed | Series 65 (2018) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.steppandrothwell.com |
How Amy's firm compares
- Stepp & Rothwell's average account is about $462,000, from its Form ADV (assets managed divided by 2,283 accounts).
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Questions about Amy
Is Amy Guerich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Stepp & Rothwell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Stepp & Rothwell, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Guerich based?
Amy Guerich is based in Overland Park, Kansas.
Is Amy Guerich registered with the SEC?
Yes. Amy Guerich is registered as an investment adviser representative in KS (CRD 6946623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stepp & Rothwell manage?
Stepp & Rothwell reports $1.06B across 2,283 accounts in assets under management.
How do I contact Amy Guerich?
Through Amy's website, www.steppandrothwell.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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