Ross Lehman
Stepp & Rothwell · Overland Park, Kansas
Ross Lehman is a fee-only financial advisor at Stepp & Rothwell in Overland Park, Kansas. 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 |
| SEC registration | Investment adviser representative in KS · CRD 7039200 |
| Exams passed | Series 65 (2018) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.steppandrothwell.com |
How Ross'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 Ross
Is Ross Lehman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross 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 Ross charge for financial advice?
Ross's firm, Stepp & Rothwell, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ross Lehman based?
Ross Lehman is based in Overland Park, Kansas.
Is Ross Lehman registered with the SEC?
Yes. Ross Lehman is registered as an investment adviser representative in KS (CRD 7039200), 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 Ross Lehman?
Through Ross'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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