Brandy Branstetter
Beyond Wealth · Overland Park, Kansas
Brandy Branstetter is a fee-only financial advisor at Beyond Wealth in Overland Park, Kansas, who holds the CFP credential.
- $122M
- Firm assets managed
- $249,000
- Firm's average account
- 2005
- First securities exam
What Brandy focuses on
Who Brandy works with
- Executives
- Founders
- High earners
- Mid-life transitions
How does Brandy's firm compare?
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Beyond Wealth's average account is about $249,000, from its Form ADV (assets managed divided by 491 accounts).
Questions about Brandy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Beyond Wealth |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $122.5M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 4969422 |
| Exams passed | Series 63 (2005) · Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | beyond-wealth.com |
| Profile |
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Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Beyond Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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