# Scott Sturgeon

> Scott Sturgeon is a fee-only financial advisor at Oread Wealth Partners in Leawood, Kansas, who holds the CFP, JD and MBA credentials. Scott charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on physicians & residents, small business owners and tax planning.

Page: https://find.wellspent.co/advisors/scott-sturgeon/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Oread Wealth Partners
- **Based in:** Leawood, Kansas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $17.3M across 107 accounts
- **Credentials:** CFP, JD, MBA
- **Specialties:** Physicians & residents, Small business owners, Tax planning, Estate & legacy planning
- **Works with:** Physicians
- **CRD:** 6062484 (https://adviserinfo.sec.gov/individual/summary/6062484)
- **SEC registration:** Investment adviser representative in KS
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://oreadwealth.com

## Frequently asked questions

### Is Scott Sturgeon a fee-only financial advisor?

Yes. Scott Sturgeon is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm.

### How does Scott Sturgeon charge for financial advice?

Scott Sturgeon charges a percentage of assets.

### How much does Scott Sturgeon charge?

According to Oread Wealth Partners's website, checked October 28, 2026: 1.5% a year on the first tier of assets managed.

### Where is Scott Sturgeon based?

Scott Sturgeon is based in Leawood, Kansas.

### What does Scott Sturgeon specialize in?

Scott Sturgeon's specialties include physicians & residents, small business owners, tax planning and estate & legacy planning. Scott works with physicians.

### What credentials does Scott Sturgeon hold?

Scott Sturgeon holds the CFP, JD and MBA credentials.

### Is Scott Sturgeon registered with the SEC?

Yes. Scott Sturgeon is registered as an investment adviser representative in KS (CRD 6062484), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Oread Wealth Partners manage?

Oread Wealth Partners reports $17.3M across 107 accounts in assets under management.

### How do I contact Scott Sturgeon?

Through Scott Sturgeon's website, oreadwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47440): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.oreadwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.