Kyle Hammerschmidt
Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises
MOKAN Wealth Management · Overland Park, Kansas
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Pre-retirees
- Retirees
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.
Services
- Financial Planning
- Investment Management
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Tax Strategy
- Wealth Management
- Portfolio Management
- Cash Flow Planning
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 |
| Assets under management | $100M - $500M |
| Firm founded | 2015 |
| Firm size | 2 - 5 employees |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6744129 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mokanwealth.com |
| Profile |
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Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- MOKAN Wealth Management 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 25, 2026.
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