Financial advisors for people close to retirement in Overland Park, Kansas
Which financial advisor should I talk to if you're close to retirement in Overland Park?
For people close to retirement in Overland Park, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Michele Gawthrop of ONE Advisory Partners, Jason Co of CoPlanning Financial and Raquel Wheeler of Keen Wealth Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Michele Gawthrop ONE Advisory Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Jason Co CoPlanning Financial, Overland Park City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Raquel Wheeler Keen Wealth Advisors, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
- Grant Steffes Steffes Financial, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
- Kyle Hammerschmidt MOKAN Wealth Management, Overland Park City Fees on file: percentage of assets, one-time planning fee.
- Mark Januszewski Tax Advantage Advisors, Overland Park City Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Overland Park work with people close to retirement?
The Wellspent public graph lists 34 fee-only advisors for people close to retirement in Overland Park, at 7 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for people close to retirement in Overland Park charge?
The most common fee among fee-only advisors for people close to retirement in Overland Park is a percentage of assets, used by 97% of the 34 with fees on file. Many use more than one: 76% charge by the hour and 71% charge fixed fees.
What credentials should a financial advisor for people close to retirement have?
For people close to retirement, look for the CFP. In Overland Park, 50% of the 34 advisors listed hold the CFP.
- CFP50% in Overland Park
- The CFP covers the whole transition.
How do Overland Park advisors for people close to retirement compare with the rest of the US?
76% of fee-only advisors for people close to retirement in Overland Park charge by the hour, compared with 39% of the 2,969 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Overland Park. Light bars are all US advisors for people close to retirement.
Does Kansas tax Social Security?
No. Kansas doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor if you're close to retirement in Overland Park?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Kansas tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement in Overland Park?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 34 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jason Co | CoPlanning Financial | Overland Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Daniel Miller | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Booze | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Michele Gawthrop | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Scott Rojas | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Christopher Stakley | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Jeb Flynn | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Joshua Hill | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Lisa Brummett | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Matthew Miller | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Noah Camfield | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Noah Wildman | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Paul Hefferon | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Raquel Wheeler | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Ryan Kohr | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| William McDonald | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Ahrens | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Hunter Smith | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| James Forsyth | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Luke Dandar | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Quinton Vlach | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyler Jouret | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| William Keen | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
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