Kale Soukup
Waterfront | Advisors · Overland Park, Kansas
Kale Soukup is a fee-only financial advisor at Waterfront | Advisors in Overland Park, Kansas, who holds the CFP credential. Kale focuses on estate & legacy planning and retirement planning. Waterfront | Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Waterfront | Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.14B across 3,224 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 7804826 |
| Exams passed | Series 65 (2023) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.waterfrontadvisors.com |
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Questions about Kale
Is Kale Soukup a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kale holds no broker registration, and Waterfront | Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kale charge for financial advice?
Kale's firm, Waterfront | Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kale Soukup based?
Kale Soukup is based in Overland Park, Kansas.
What does Kale specialize in?
Kale's specialties include estate & legacy planning and retirement planning. Kale works with ultra high net worth.
What credentials does Kale Soukup hold?
Kale Soukup holds the CFP credential.
Is Kale Soukup registered with the SEC?
Yes. Kale Soukup is registered as an investment adviser representative in KS and TX (CRD 7804826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waterfront | Advisors manage?
Waterfront | Advisors reports $1.14B across 3,224 accounts in assets under management.
How do I contact Kale Soukup?
Through Kale's website, www.waterfrontadvisors.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
- Waterfront | Advisors 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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