# Kyle Hammerschmidt

> Kyle Hammerschmidt is a fee-only financial advisor at MOKAN Wealth Management in Overland Park, Kansas. Kyle charges a percentage of assets and a one-time planning fee (one-time plans from $4,500 and 1%–1.5% a year of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/kyle-hammerschmidt/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** MOKAN Wealth Management
- **Based in:** Overland Park, Kansas
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $4,500; 1%–1.5% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** High earners, Ultra high net worth, Pre-retirees, Retirees
- **CRD:** 6744129 (https://adviserinfo.sec.gov/individual/summary/6744129)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.mokanwealth.com/

## About

We Help 401(k) & IRA Millionaires Keep More and Pay Less in Taxes.

The Five Seed System™ : A retirement planning system specifically for Self-Made 401(k)/IRA Millionaires. Designed to help avoid the 7 tax surprises, spend more in early retirement, and take a complete-picture approach.

Getting you to and through retirement is a big responsibility, one that we do not take lightly. We manage the details so you can get back to living your life.

## Frequently asked questions

### Is Kyle Hammerschmidt a fee-only financial advisor?

Yes. Kyle Hammerschmidt is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kyle's firm.

### How does Kyle charge for financial advice?

Kyle charges a percentage of assets and a one-time planning fee.

### How much does Kyle charge?

According to MOKAN Wealth Management's website, checked October 28, 2026: one-time plans from $4,500; 1%–1.5% a year of assets managed.

### Where is Kyle Hammerschmidt based?

Kyle Hammerschmidt is based in Overland Park, Kansas.

### What does Kyle specialize in?

Kyle's specialties include retirement planning, tax planning and estate & legacy planning. Kyle works with high earners, ultra high net worth, pre-retirees and retirees.

### Is Kyle Hammerschmidt registered with the SEC?

Yes. Kyle Hammerschmidt is registered as an investment adviser representative in KS, MO and TX (CRD 6744129), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does MOKAN Wealth Management manage?

MOKAN Wealth Management reports $100M - $500M in assets under management.

### How do I contact Kyle Hammerschmidt?

Through Kyle's website, www.mokanwealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mokanwealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.