Dean Cherpitel
Legacy Wealth Planning, LLC · Overland Park, Kansas
Dean Cherpitel is a fee-only financial advisor at Legacy Wealth Planning, LLC in Overland Park, Kansas, who holds the BA and ChFC credentials.
- $11M
- Firm assets managed
- $182,000
- Firm's average account
- 1982
- First securities exam
How does Dean's firm compare?
-
Legacy Wealth Planning, LLC's average account is about $182,000, from its Form ADV (assets managed divided by 63 accounts).
Questions about Dean
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Legacy Wealth Planning, LLC |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $11.5M across 63 accounts |
| Credentials | BA · ChFC |
| SEC registration | Investment adviser representative in KS · CRD 1051004 |
| Exams passed | Series 63 (1982) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | lwp-kc.com |
Request an introduction to Dean
Tell Dean a little about what you're looking for. Dean isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Overland Park
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
See something wrong? Request a correction. Read our methodology.