Advisors for under $500,000 in Kansas
How do I find fee-only advisors for under $500,000 in Kansas?
In Kansas, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Nathan Goodman of Family Investment Center, Kenneth Eaton of Stepp & Rothwell, Inc. and John Fales of Searcy Financial Services, Inc..
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.
- 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.
- Joel Hamilton Glass Lakes Capital Management, Overland Park Holds the CFP and CFA. Fees on file: percentage of assets.
- Brent Hoskins Focal Point Financial Group, Prairie Village Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Brian Rood Artisan Financial Planning LLC, Overland Park Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 266
- Firms
- 84
- Cities
- 25
- Hold the CFP
- 44%
- Other credentials: CFA 3% · EA 1% · ChFC 3%
- How they charge (of 266 with fees on file): percentage of assets 96% · fixed fees 80% · hourly 62% · ongoing planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Kansas are there?
The Wellspent public graph lists 266 fee-only advisors for under $500,000 in Kansas, at 84 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Kansas located?
Of the 266 fee-only advisors for under $500,000 in Kansas, 144 are in Overland Park, followed by 17 in Wichita and 16 in Topeka.
How do fee-only advisors for under $500,000 in Kansas charge?
The most common fee among fee-only advisors for under $500,000 in Kansas is a percentage of assets, used by 96% of the 266 with fees on file. Many use more than one: 80% charge fixed fees and 62% charge by the hour.
How many fee-only advisors for under $500,000 in Kansas hold the CFP?
44% of the 266 fee-only advisors for under $500,000 in Kansas hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors for under $500,000?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for under $500,000 in Kansas?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 266 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Kyle Cross | Mattern Wealth Management | Lawrence | 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 |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| 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 |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 |
| Nicholas Hartley | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Peter Tomassi | Tomassi Financial Planning | Derby | CFP | Percentage of assets, Hourly |
| Phillip Rademacher | Rademacher Financial | Lawrence | CFP | Percentage of assets, Hourly |
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