Bryan Montemurro
Two West Capital Advisors · Overland Park, Kansas
Bryan Montemurro is a fee-only financial advisor at Two West Capital Advisors in Overland Park, Kansas, who holds the CFP credential. Two West Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Two West Capital Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.89B across 650 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 4985134 |
| Exams passed | Series 66 (2005) |
| Firm size | 15 employees |
| Disclosures | Reported; see the SEC record |
| Website | goalpathsoluctions.com |
How Bryan's firm compares
- Two West Capital Advisors's average account is about $6.0 million, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Bryan
Is Bryan Montemurro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Two West Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Two West Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bryan Montemurro based?
Bryan Montemurro is based in Overland Park, Kansas.
What credentials does Bryan Montemurro hold?
Bryan Montemurro holds the CFP credential.
Is Bryan Montemurro registered with the SEC?
Yes. Bryan Montemurro is registered as an investment adviser representative in KS and TX (CRD 4985134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Two West Capital Advisors manage?
Two West Capital Advisors reports $3.89B across 650 accounts in assets under management.
How do I contact Bryan Montemurro?
Through Bryan's website, goalpathsoluctions.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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