Flat-fee financial advisors in Kansas
How do I find fee-only advisors who charge flat or fixed fees in Kansas?
In Kansas, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Nathan Goodman of Family Investment Center, Kenneth Eaton of Stepp & Rothwell, Inc. and James Zenk of Mission Financial Planning, 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.
- James Zenk Mission Financial Planning, Inc., Mission Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Matthew Davis Davis Financial Management, Inc., Leawood Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- John Fales Searcy Financial Services, Inc., Overland Park Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Jonathan Booze ONE Advisory Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
By the numbers
- Advisors listed
- 290
- Firms
- 87
- Cities
- 24
- Hold the CFP
- 44%
- Other credentials: CFA 4% · CPA 1% · EA 1%
- How they charge (of 290 with fees on file): percentage of assets 94% · fixed fees 90% · hourly 64% · ongoing planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Kansas are there?
The Wellspent public graph lists 290 fee-only advisors who charge flat or fixed fees in Kansas, at 87 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Kansas located?
Of the 290 fee-only advisors who charge flat or fixed fees in Kansas, 162 are in Overland Park, followed by 19 in Wichita and 17 in Leawood.
How do fee-only advisors who charge flat or fixed fees in Kansas charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Kansas is a percentage of assets, used by 94% of the 290 with fees on file. Many use more than one: 90% charge fixed fees and 64% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Kansas hold the CFP?
44% of the 290 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Kansas?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 290 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| 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 |
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