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CFP financial advisors in Kansas

How do I find fee-only advisors who hold the CFP in Kansas?

In Kansas, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Nathan Goodman of Family Investment Center, Sandi Weaver of Weaver Financial and John Seitzer of Everest Wealth Management.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Nathan Goodman Family Investment Center, Lenexa Holds the CFP, CFA and EA. Fees on file: percentage of assets, ongoing planning fee.
  • Sandi Weaver Weaver Financial, Mission Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
  • John Seitzer Everest Wealth Management, Leawood Holds the CFP and CFA. Fees on file: percentage of assets.
  • Kenneth Eaton Stepp & Rothwell, Inc., Overland Park Holds the CFP and CFA. Fees on file: ongoing planning fee.
  • John Fales Searcy Financial Services, Inc., Overland Park Holds the CFP and EA. Fees on file: percentage of assets, hourly.
  • James Zenk Mission Financial Planning, Inc., Mission Holds the CFP and CPA. Fees on file: hourly, fixed fees.

By the numbers

Advisors listed
142
Firms
69
Cities
17
Hold the CFP
100%
  • Other credentials: CFA 4% · CPA 2% · EA 1%
  • How they charge (of 142 with fees on file): percentage of assets 92% · fixed fees 76% · hourly 61% · ongoing planning fee 12%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

CFP financial advisors by state

Questions about cFP financial advisors

How many fee-only advisors who hold the CFP in Kansas are there?

The Wellspent public graph lists 142 fee-only advisors who hold the CFP in Kansas, at 69 firms. We counted every advisor record that fits, as of November 2026.

Where are fee-only advisors who hold the CFP in Kansas located?

Of the 142 fee-only advisors who hold the CFP in Kansas, 86 are in Overland Park, followed by 10 in Lenexa and 8 in Topeka.

How do fee-only advisors who hold the CFP in Kansas charge?

The most common fee among fee-only advisors who hold the CFP in Kansas is a percentage of assets, used by 92% of the 142 with fees on file. Many use more than one: 76% charge fixed fees and 61% charge by the hour.

How many fee-only advisors who hold the CFP in Kansas hold the CFP?

100% of the 142 fee-only advisors who hold the CFP in Kansas hold the CFP certification, based on the credentials listed on each record.

How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

What should I ask fee-only advisors who hold the CFP in Kansas?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

How current is this list of fee-only advisors who hold the CFP 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 142 advisors

CFP financial advisors in Kansas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Bryan Gum Member Lighthouse Planning Lenexa CFP, RLP Mixed (fee-only)
Jonathan Harner Wichita Wealth Management, LLC Wichita CFP Percentage of assets, Flat fee or retainer
Scott Sturgeon Oread Wealth Partners Leawood CFP, JD, MBA Percentage of assets
Brent Hoskins Focal Point Financial Group Prairie Village CFP, RICP, CKA Ongoing planning fee, One-time planning fee
Brian Rood Artisan Financial Planning LLC Overland Park CFP Flat fee or retainer, Ongoing planning fee
John Miller Longview Advisors, LLC Wichita CFP Ongoing planning fee, Hourly
Nathan Goodman Family Investment Center Lenexa CFP, CFA, CTFA, EA Percentage of assets, Ongoing planning fee
Brandy Branstetter Beyond Wealth Overland Park CFP Percentage of assets, Hourly
Jason Co CoPlanning Financial Overland Park CFP Flat fee or retainer, Ongoing planning fee
John Fales Searcy Financial Services, Inc. Overland Park AIF, CFP, CIMA, EA Percentage of assets, Hourly
Kaylin Dillon Kaylin Dillon Financial Planning Lawrence CFP Flat fee or retainer, Ongoing planning fee
Lucas Bucl Aspyre Wealth Partners Overland Park CFP Ongoing planning fee
Phil Francois Foundation Wealth Planning Salina CFP Percentage of assets, Hourly
Matthew Syverson Sound Stewardship, LLC Overland Park CAP, CFP, CKA, AIF Flat fee or retainer, Ongoing planning fee
Melissa Ellis Sapphire Wealth Planning LLC Overland Park CFP, CDFA Percentage of assets, Ongoing planning fee
Steve Warta Roadmap Wealth Management Overland Park CFP, ChFC Percentage of assets, Hourly
Jo Ellen Fritz Balanced Financial Planning, Inc. Overland Park CFP, RICP Hourly, Ongoing planning fee
Kenneth Eaton Stepp & Rothwell, Inc. Overland Park CFA, CFP Ongoing planning fee
Bryce Coy Legacy Financial Strategies, LLC Overland Park CFP, AAMS, CRPC Percentage of assets, Hourly
Colton Walker Clayton Wealth Partners Topeka CFP, MBA Percentage of assets
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
Kyle Cross Mattern Wealth Management Lawrence CFP Percentage of assets, Hourly
Matthew Davis Davis Financial Management, Inc. Leawood CFP, CPA/PFS Percentage of assets, Hourly
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
Caitlin Sharp Gentry Private Wealth Wichita CFP Percentage of assets, Hourly
Cameron Bond StoryOne Overland Park CFP Percentage of assets, Fixed fees
Jeb Flynn Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Joel Hamilton Glass Lakes Capital Management Overland Park CFP, CFA Percentage of assets
John Christensen StoryOne Overland Park CFP Percentage of assets, Fixed fees
John Ramshaw StoryOne Overland Park CFP Percentage of assets, Fixed fees
Joshua Hill Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Kevin Tucker ProActive Capital Management Topeka CFP Percentage of assets, Hourly
Lisa Brummett Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Madeline Bayne StoryOne Overland Park CFP Percentage of assets, Fixed fees
Matthew Miller Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Neil Connolly Rigden Capital Strategies 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
Rey Arellano Zenith Financial Planning Lenexa CFP Percentage of assets
Ryan Kohr Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
William McDonald Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Andrew Osborne Windward Private Wealth Management Overland Park CFP Percentage of assets, Fixed fees
Emily Petty Windward Private Wealth Management Overland Park CFP Percentage of assets, Fixed fees
Gabriel D'Angelo Rademacher Financial Lawrence CFP Percentage of assets, Hourly

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Credentials