Scott Sturgeon
Oread Wealth Partners · Leawood, Kansas
Scott Sturgeon is a fee-only financial advisor at Oread Wealth Partners in Leawood, Kansas, who holds the CFP, JD and MBA credentials.
- $17M
- Firm assets managed
- $162,000
- Firm's average account
What Scott focuses on
Who Scott works with
- Physicians
How does Scott's firm compare?
-
Oread Wealth Partners's average account is about $162,000, from its Form ADV (assets managed divided by 107 accounts).
Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $17.3M across 107 accounts |
| Credentials | CFP · JD · MBA |
| SEC registration | Investment adviser representative in KS · CRD 6062484 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oreadwealth.com |
| Profile |
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Leawood
Other advisors in Kansas who focus on physicians & residents
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Oread Wealth Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.