Kathleen Stepp
Stepp & Rothwell · Overland Park, Kansas
Kathleen Stepp is a fee-only financial advisor at Stepp & Rothwell in Overland Park, Kansas, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, UT · CRD 2206612 |
| Exams passed | Series 65 (1992) |
| Firm size | 25 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.steppandrothwell.com |
How Kathleen'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 Kathleen
Is Kathleen Stepp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen 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 Kathleen charge for financial advice?
Kathleen's firm, Stepp & Rothwell, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Stepp based?
Kathleen Stepp is based in Overland Park, Kansas.
What credentials does Kathleen Stepp hold?
Kathleen Stepp holds the CFP credential.
Is Kathleen Stepp registered with the SEC?
Yes. Kathleen Stepp is registered as an investment adviser representative in KS and UT (CRD 2206612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Stepp & Rothwell manage?
Stepp & Rothwell reports $1.06B across 2,283 accounts in assets under management.
How do I contact Kathleen Stepp?
Through Kathleen'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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