Hannah Casteel
Beyond Wealth · Overland Park, Kansas
Hannah Casteel is a fee-only financial advisor at Beyond Wealth in Overland Park, Kansas, who holds the CFP credential. Beyond Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beyond Wealth |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $122.5M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 7855913 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.beyond-wealth.com |
How Hannah's firm compares
- Beyond Wealth's average account is about $249,000, from its Form ADV (assets managed divided by 491 accounts).
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Questions about Hannah
Is Hannah Casteel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Beyond Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hannah charge for financial advice?
Hannah's firm, Beyond Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hannah Casteel based?
Hannah Casteel is based in Overland Park, Kansas.
What credentials does Hannah Casteel hold?
Hannah Casteel holds the CFP credential.
Is Hannah Casteel registered with the SEC?
Yes. Hannah Casteel is registered as an investment adviser representative in KS and TX (CRD 7855913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beyond Wealth manage?
Beyond Wealth reports $122.5M across 491 accounts in assets under management.
How do I contact Hannah Casteel?
Through Hannah's website, www.beyond-wealth.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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