Stephanie Smith
Two West Capital Advisors · Overland Park, Kansas
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.
Request an introduction to Stephanie →
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 | $3.89B across 650 accounts |
| SEC registration | Investment adviser representative in KS · CRD 6924713 |
| Exams passed | Series 66 (2019) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | goalpathsoluctions.com |
How Stephanie's firm compares
- Two West Capital Advisors's average account is about $6.0 million, from its Form ADV (assets managed divided by 650 accounts).
Request an introduction to Stephanie
Tell Stephanie a little about what you're looking for. Stephanie 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.
Questions about Stephanie
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.
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.
See something wrong? Request a correction. Read our methodology.