# Brandy Branstetter

> Brandy Branstetter is a fee-only financial advisor at Beyond Wealth in Overland Park, Kansas, who holds the CFP credential. Brandy focuses on equity compensation, tax planning and small business owners. Beyond Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandy-branstetter/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Beyond Wealth
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $122.5M across 491 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Small business owners, Retirement planning
- **Works with:** Executives, Founders, High earners, Mid-life transitions
- **CRD:** 4969422 (https://adviserinfo.sec.gov/individual/summary/4969422)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 63 (2005), Series 65 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://beyond-wealth.com

## Frequently asked questions

### Is Brandy Branstetter a fee-only financial advisor?

Yes. Brandy Branstetter is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brandy's firm.

### How does Brandy Branstetter charge for financial advice?

Brandy's firm, Beyond Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brandy Branstetter based?

Brandy Branstetter is based in Overland Park, Kansas.

### What does Brandy Branstetter specialize in?

Brandy Branstetter's specialties include equity compensation, tax planning, small business owners and retirement planning. Brandy works with executives, founders, high earners and mid-life transitions.

### What credentials does Brandy Branstetter hold?

Brandy Branstetter holds the CFP credential.

### Is Brandy Branstetter registered with the SEC?

Yes. Brandy Branstetter is registered as an investment adviser representative in KS and TX (CRD 4969422), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Beyond Wealth manage?

Beyond Wealth reports $122.5M across 491 accounts in assets under management.

### How do I contact Brandy Branstetter?

Through Brandy Branstetter's website, beyond-wealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/brandy-branstetter-10736): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://beyond-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.