Kristin Schroeder
Sound Stewardship · Overland Park, Kansas
Kristin Schroeder is a fee-only financial advisor at Sound Stewardship in Overland Park, Kansas, who holds the CFP credential. Sound Stewardship reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sound Stewardship |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.6M across 1,089 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 5835745 |
| Exams passed | Series 66 (2010) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.soundstewardship.com |
How Kristin's firm compares
- Sound Stewardship's average account is about $261,000, from its Form ADV (assets managed divided by 1,089 accounts).
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Questions about Kristin
Is Kristin Schroeder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Sound Stewardship reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristin charge for financial advice?
Kristin's firm, Sound Stewardship, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristin Schroeder based?
Kristin Schroeder is based in Overland Park, Kansas.
What credentials does Kristin Schroeder hold?
Kristin Schroeder holds the CFP credential.
Is Kristin Schroeder registered with the SEC?
Yes. Kristin Schroeder is registered as an investment adviser representative in KS (CRD 5835745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Stewardship manage?
Sound Stewardship reports $284.6M across 1,089 accounts in assets under management.
How do I contact Kristin Schroeder?
Through Kristin's website, www.soundstewardship.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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