Financial advisors for ultra-high-net-worth families in Kansas
Which financial advisor should I talk to as an ultra-high-net-worth family in Kansas?
For ultra-high-net-worth families in Kansas, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Kyle Cross of Mattern Wealth Management, Michael Shields of Waterfront | Advisors and Richard Heidemann of Paragon Capital Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kyle Cross Mattern Wealth Management, Lawrence Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Shields Waterfront | Advisors, Overland Park Holds the CFP. Fees on file: percentage of assets, hourly.
- Richard Heidemann Paragon Capital Management, Overland Park Holds the CFA. Fees on file: percentage of assets.
- Cameron Bond StoryOne, Overland Park Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Kyle Hammerschmidt MOKAN Wealth Management, Overland Park Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in Kansas work with ultra-high-net-worth families?
The Wellspent public graph lists 28 fee-only advisors for ultra-high-net-worth families in Kansas, at 5 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for ultra-high-net-worth families in Kansas located?
Of the 28 fee-only advisors for ultra-high-net-worth families in Kansas, 24 are in Overland Park, followed by 4 in Lawrence.
How do fee-only advisors for ultra-high-net-worth families in Kansas charge?
The most common fee among fee-only advisors for ultra-high-net-worth families in Kansas is a percentage of assets, used by 100% of the 28 with fees on file. Many use more than one: 64% charge fixed fees and 50% charge by the hour.
What credentials should a financial advisor for ultra-high-net-worth families have?
For ultra-high-net-worth families, look for the CFA and CFP. In Kansas, 29% of the 28 advisors listed hold the CFP.
- CFA7% in Kansas
- The CFA supports complex portfolios.
- CFP29% in Kansas
- The CFP keeps the whole picture together.
How do Kansas advisors for ultra-high-net-worth families compare with the rest of the US?
7% of fee-only advisors for ultra-high-net-worth families in Kansas hold the CFA, compared with 14% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Kansas. Light bars are all US advisors for ultra-high-net-worth families.
Does Kansas have an estate or inheritance tax?
No. Kansas has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor as an ultra-high-net-worth family in Kansas?
- What would I pay in dollars, on my balance, each year?
- Who on your team handles tax and estate work?
- How many clients my size do you serve?
- How do you handle private investments?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for ultra-high-net-worth families in Kansas?
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 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kyle Cross | Mattern Wealth Management | Lawrence | CFP | Percentage of assets, Hourly |
| Cameron Bond | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| John Christensen | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| John Ramshaw | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Madeline Bayne | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Kale Soukup | Waterfront | Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| 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 |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Michael Shields | Waterfront | Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Guerry Harris | Paragon Capital Management | Overland Park | CFP | Percentage of assets |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| Richard Heidemann | Paragon Capital Management | Overland Park | CFA | Percentage of assets |
| Benjamin Fischer | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Jacob Linch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Hekman | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Monte Grissom | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Pamela Vasquez | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Patrick Berch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Roger Ratzlaff | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Brady Hogan | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Craig Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Daniel Green | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Eugene Pal | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
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