Grant Steffes
Steffes Financial · Overland Park, Kansas
Grant Steffes is a fee-only financial advisor at Steffes Financial in Overland Park, Kansas, who holds the CFP credential. Grant focuses on retirement planning, tax planning and estate & legacy planning. Steffes Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Retirees
- Pre-retirees
Facts
| Firm | Steffes Financial |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $611.5M across 652 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 7396297 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.steffesfinancial.com |
| Profile |
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Questions about Grant
Is Grant Steffes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Steffes Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant's firm, Steffes Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Grant work with clients virtually?
Yes. Steffes Financial says on its website that it works with clients remotely.
Where is Grant Steffes based?
Grant Steffes is based in Overland Park, Kansas.
What does Grant specialize in?
Grant's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, family wealth transfer and founders (pre-exit). Grant works with multi-generational families, retirees and pre-retirees.
What credentials does Grant Steffes hold?
Grant Steffes holds the CFP credential.
Is Grant Steffes registered with the SEC?
Yes. Grant Steffes is registered as an investment adviser representative in KS and TX (CRD 7396297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steffes Financial manage?
Steffes Financial reports $611.5M across 652 accounts in assets under management.
How do I contact Grant Steffes?
Through Grant's website, www.steffesfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Steffes Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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