# Stephanie Holston

> Stephanie Holston is a fee-only financial advisor at Kilter Group in Witchita, Kansas. Stephanie focuses on small business owners, founders (pre-exit) and tax planning. Kilter Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephanie-holston/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kilter Group
- **Based in:** Witchita, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $277.4M across 1,085 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Founders, High earners, Physicians, Tech employees, Multi-generational families
- **CRD:** 6922923 (https://adviserinfo.sec.gov/individual/summary/6922923)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 63 (2019), Series 65 (2025)
- **Firm size:** 13 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://kiltergroup.com/

## Frequently asked questions

### Is Stephanie Holston a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Kilter Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephanie charge for financial advice?

Stephanie's firm, Kilter Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephanie Holston based?

Stephanie Holston is based in Witchita, Kansas.

### What does Stephanie specialize in?

Stephanie's specialties include small business owners, founders (pre-exit), tax planning and estate & legacy planning. Stephanie works with founders, high earners, physicians, tech employees and multi-generational families.

### Is Stephanie Holston registered with the SEC?

Yes. Stephanie Holston is registered as an investment adviser representative in KS (CRD 6922923), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Kilter Group manage?

Kilter Group reports $277.4M across 1,085 accounts in assets under management.

### How do I contact Stephanie Holston?

Through Stephanie's website, kiltergroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6922923): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kiltergroup.com/): specialties, clients served, and fees, checked October 30, 2026

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