Kenneth Eaton
Stepp & Rothwell, Inc. · Overland Park, Kansas
Kenneth Eaton is a fee-only financial advisor at Stepp & Rothwell, Inc. in Overland Park, Kansas, who holds the CFA and CFP credentials.
- $1.1B
- Firm assets managed
- $462,000
- Firm's average account
How does Kenneth's firm compare?
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Stepp & Rothwell, Inc.'s average account is about $462,000, from its Form ADV (assets managed divided by 2,283 accounts).
Questions about Kenneth
Is Kenneth Eaton a fee-only financial advisor?
Yes. Kenneth Eaton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kenneth's firm.
How does Kenneth Eaton charge for financial advice?
Kenneth Eaton charges an ongoing planning fee.
How much does Kenneth Eaton charge?
According to Stepp & Rothwell, Inc.'s website, checked October 28, 2026: no asset minimum.
Where is Kenneth Eaton based?
Kenneth Eaton is based in Overland Park, Kansas.
What credentials does Kenneth Eaton hold?
Kenneth Eaton holds the CFA and CFP credentials.
Is Kenneth Eaton registered with the SEC?
Yes. Kenneth Eaton is registered as an investment adviser representative in KS (CRD 2517750), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Stepp & Rothwell, Inc. manage?
Stepp & Rothwell, Inc. reports $1.06B across 2,283 accounts in assets under management.
How do I contact Kenneth Eaton?
Through Kenneth Eaton's website, steppandrothwell.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Stepp & Rothwell, Inc. |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.06B across 2,283 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in KS · CRD 2517750 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | steppandrothwell.com |
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Other fee-only advisors in Overland Park
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Stepp & Rothwell, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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