Ronald Woelk
Two West Capital Advisors · Overland Park, Kansas
Ronald Woelk is a fee-only financial advisor at Two West Capital Advisors in Overland Park, Kansas, who holds the ChFC credential. Two West Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Two West Capital Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.89B across 650 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in KS · CRD 1051243 |
| Exams passed | Series 63 (1982) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | goalpathsoluctions.com |
How Ronald's firm compares
- Two West Capital Advisors's average account is about $6.0 million, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Ronald
Is Ronald Woelk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Two West Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Two West Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ronald Woelk based?
Ronald Woelk is based in Overland Park, Kansas.
What credentials does Ronald Woelk hold?
Ronald Woelk holds the ChFC credential.
Is Ronald Woelk registered with the SEC?
Yes. Ronald Woelk is registered as an investment adviser representative in KS (CRD 1051243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Two West Capital Advisors manage?
Two West Capital Advisors reports $3.89B across 650 accounts in assets under management.
How do I contact Ronald Woelk?
Through Ronald's website, goalpathsoluctions.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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