Stepp & Rothwell, Inc. at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 25 employees and 339 individual clients, 274 of them high net worth.
- Its average account is about $462,000 (assets it manages divided by its 2,283 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | steppandrothwell.com |
| [email protected] | |
| Phone | (913) 345-4800 |
Questions about Stepp & Rothwell, Inc.
Does Stepp & Rothwell, Inc. have an account minimum?
No. Stepp & Rothwell, Inc. says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Stepp & Rothwell, Inc. paid?
Stepp & Rothwell, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Stepp & Rothwell, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Stepp & Rothwell, Inc., and 3 hold the CFP.
What is the average account at Stepp & Rothwell, Inc.?
Stepp & Rothwell, Inc.'s average account is about $462,000. That's the assets on its Form ADV divided by its 2,283 accounts.
Is Stepp & Rothwell, Inc. accepting new clients?
Yes, according to Stepp & Rothwell, Inc.'s website, checked October 28, 2026.
Stepp & Rothwell, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"although we do not require a minimum portfolio size" source
"because they are included as part of your annual retainer fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 65 |
| High-net-worth clients | 274 |
| Accounts managed | 2,283 |
| Employees | 25 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-55489) |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 107999 |