Kathy Postoak
StrongBox Wealth · Lee'S Summit, Missouri
Kathy Postoak is a fee-only financial advisor at StrongBox Wealth in Lee'S Summit, Missouri. Kathy focuses on retirement planning, family wealth transfer and small business owners. StrongBox Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Ultra high net worth
Facts
| Firm | StrongBox Wealth |
|---|---|
| Based in | Lee'S Summit, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $562.4M across 1,698 accounts |
| SEC registration | Investment adviser representative in MO · CRD 1855695 |
| Exams passed | Series 63 (1998) · Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.strongboxwealth.com |
| Profile |
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Questions about Kathy
Is Kathy Postoak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathy holds no broker registration, and StrongBox Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathy charge for financial advice?
Kathy's firm, StrongBox Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathy Postoak based?
Kathy Postoak is based in Lee'S Summit, Missouri.
What does Kathy specialize in?
Kathy's specialties include retirement planning, family wealth transfer, small business owners and tax planning. Kathy works with executives, multi-generational families and ultra high net worth.
Is Kathy Postoak registered with the SEC?
Yes. Kathy Postoak is registered as an investment adviser representative in MO (CRD 1855695), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does StrongBox Wealth manage?
StrongBox Wealth reports $562.4M across 1,698 accounts in assets under management.
How do I contact Kathy Postoak?
Through Kathy's website, www.strongboxwealth.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
- StrongBox Wealth 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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