# Dean Cherpitel

> Dean Cherpitel is a fee-only financial advisor at Legacy Wealth Planning, LLC in Overland Park, Kansas, who holds the BA and ChFC credentials. Legacy Wealth Planning, LLC reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/dean-cherpitel/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Legacy Wealth Planning, LLC
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $11.5M across 63 accounts
- **Credentials:** BA, ChFC
- **CRD:** 1051004 (https://adviserinfo.sec.gov/individual/summary/1051004)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 63 (1982)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://lwp-kc.com

## Frequently asked questions

### Is Dean Cherpitel a fee-only financial advisor?

Yes. Dean Cherpitel is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dean's firm.

### How does Dean Cherpitel charge for financial advice?

Dean's firm, Legacy Wealth Planning, LLC, reports charging a percentage of assets on its SEC Form ADV.

### Where is Dean Cherpitel based?

Dean Cherpitel is based in Overland Park, Kansas.

### What credentials does Dean Cherpitel hold?

Dean Cherpitel holds the BA and ChFC credentials.

### Is Dean Cherpitel registered with the SEC?

Yes. Dean Cherpitel is registered as an investment adviser representative in KS (CRD 1051004), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Legacy Wealth Planning, LLC manage?

Legacy Wealth Planning, LLC reports $11.5M across 63 accounts in assets under management.

### How do I contact Dean Cherpitel?

Through Dean Cherpitel's website, lwp-kc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6641): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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