Meridith Nelson
Stepp & Rothwell · Overland Park, Kansas
Meridith Nelson is a fee-only financial advisor at Stepp & Rothwell in Overland Park, Kansas, who holds the CFP credential. Stepp & Rothwell reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stepp & Rothwell |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 2,283 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS · CRD 8125709 |
| Exams passed | Series 65 (2021) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.steppandrothwell.com |
How Meridith's firm compares
- Stepp & Rothwell's average account is about $462,000, from its Form ADV (assets managed divided by 2,283 accounts).
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Questions about Meridith
Is Meridith Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Meridith holds no broker registration, and Stepp & Rothwell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Meridith charge for financial advice?
Meridith's firm, Stepp & Rothwell, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Meridith Nelson based?
Meridith Nelson is based in Overland Park, Kansas.
What credentials does Meridith Nelson hold?
Meridith Nelson holds the CFP credential.
Is Meridith Nelson registered with the SEC?
Yes. Meridith Nelson is registered as an investment adviser representative in KS (CRD 8125709), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stepp & Rothwell manage?
Stepp & Rothwell reports $1.06B across 2,283 accounts in assets under management.
How do I contact Meridith Nelson?
Through Meridith's website, www.steppandrothwell.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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