Howard Rothwell
Stepp & Rothwell · Overland Park, Kansas
Howard Rothwell is a fee-only financial advisor at Stepp & Rothwell in Overland Park, Kansas. Stepp & Rothwell reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stepp & Rothwell |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 2,283 accounts |
| SEC registration | Investment adviser representative in KS, TX, UT · CRD 1429546 |
| Exams passed | Series 63 (1985) · Series 65 (1990) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.steppandrothwell.com |
How Howard's firm compares
- Stepp & Rothwell's average account is about $462,000, from its Form ADV (assets managed divided by 2,283 accounts).
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Questions about Howard
Is Howard Rothwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Howard holds no broker registration, and Stepp & Rothwell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Howard charge for financial advice?
Howard's firm, Stepp & Rothwell, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Howard Rothwell based?
Howard Rothwell is based in Overland Park, Kansas.
Is Howard Rothwell registered with the SEC?
Yes. Howard Rothwell is registered as an investment adviser representative in KS, TX and UT (CRD 1429546), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stepp & Rothwell manage?
Stepp & Rothwell reports $1.06B across 2,283 accounts in assets under management.
How do I contact Howard Rothwell?
Through Howard's website, www.steppandrothwell.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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