Megan Ramshaw
Mokan Wealth Management · Overland Park, Kansas
Megan Ramshaw is a fee-only financial advisor at Mokan Wealth Management in Overland Park, Kansas, who holds the CFP credential. Mokan Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mokan Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250.3M across 704 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 7383721 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mokanwealth.com |
How Megan's firm compares
- Mokan Wealth Management's average account is about $356,000, from its Form ADV (assets managed divided by 704 accounts).
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Questions about Megan
Is Megan Ramshaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Mokan Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Megan charge for financial advice?
Megan's firm, Mokan Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Megan Ramshaw based?
Megan Ramshaw is based in Overland Park, Kansas.
What credentials does Megan Ramshaw hold?
Megan Ramshaw holds the CFP credential.
Is Megan Ramshaw registered with the SEC?
Yes. Megan Ramshaw is registered as an investment adviser representative in KS, MO and TX (CRD 7383721), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mokan Wealth Management manage?
Mokan Wealth Management reports $250.3M across 704 accounts in assets under management.
How do I contact Megan Ramshaw?
Through Megan's website, mokanwealth.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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