# Stephanie Smith

> Stephanie Smith is a fee-only financial advisor at Two West Capital Advisors in Overland Park, Kansas. Two West Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephanie-smith/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $3.89B across 650 accounts
- **CRD:** 6924713 (https://adviserinfo.sec.gov/individual/summary/6924713)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 66 (2019)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://goalpathsoluctions.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?

Stephanie's firm, Two West Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephanie Smith based?

Stephanie Smith is based in Overland Park, Kansas.

### Is Stephanie Smith registered with the SEC?

Yes. Stephanie Smith is registered as an investment adviser representative in KS (CRD 6924713), 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 Stephanie Smith?

Through Stephanie's website, goalpathsoluctions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6924713): 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

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