Steve Warta
Roadmap Wealth Management · Overland Park, Kansas
Steve Warta is a fee-only financial advisor at Roadmap Wealth Management in Overland Park, Kansas, who holds the CFP and ChFC credentials.
- $38M
- Firm assets managed
- $422,000
- Firm's average account
- 1984
- First securities exam
What Steve focuses on
How does Steve's firm compare?
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Roadmap Wealth Management's average account is about $422,000, from its Form ADV (assets managed divided by 90 accounts).
Questions about Steve
Is Steve Warta a fee-only financial advisor?
Yes. Steve Warta is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steve's firm.
How does Steve Warta charge for financial advice?
Steve's firm, Roadmap Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steve Warta based?
Steve Warta is based in Overland Park, Kansas.
What does Steve Warta specialize in?
Steve Warta's specialties include retirement planning, pension planning and founders (pre-exit).
What credentials does Steve Warta hold?
Steve Warta holds the CFP and ChFC credentials.
Is Steve Warta registered with the SEC?
Yes. Steve Warta is registered as an investment adviser representative in KS (CRD 1230448), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Roadmap Wealth Management manage?
Roadmap Wealth Management reports $38.0M across 90 accounts in assets under management.
How do I contact Steve Warta?
Through Steve Warta's website, roadmapwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Roadmap Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $38.0M across 90 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in KS · CRD 1230448 |
| Exams passed | Series 63 (1984) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | roadmapwealth.com |
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Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Roadmap Wealth Management 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.
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