Joni Lindquist
Aspyre Wealth Partners · Overland Park, Kansas
Joni Lindquist is a fee-only financial advisor at Aspyre Wealth Partners in Overland Park, Kansas, who holds the CFP credential. Aspyre Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aspyre Wealth Partners |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $668.3M across 1,559 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 6187849 |
| Exams passed | Series 65 (2013) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | aspyrewealth.com |
How Joni's firm compares
- Aspyre Wealth Partners's average account is about $429,000, from its Form ADV (assets managed divided by 1,559 accounts).
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Questions about Joni
Is Joni Lindquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joni holds no broker registration, and Aspyre Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joni charge for financial advice?
Joni's firm, Aspyre Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joni Lindquist based?
Joni Lindquist is based in Overland Park, Kansas.
What credentials does Joni Lindquist hold?
Joni Lindquist holds the CFP credential.
Is Joni Lindquist registered with the SEC?
Yes. Joni Lindquist is registered as an investment adviser representative in KS (CRD 6187849), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspyre Wealth Partners manage?
Aspyre Wealth Partners reports $668.3M across 1,559 accounts in assets under management.
How do I contact Joni Lindquist?
Through Joni's website, aspyrewealth.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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