Fee-only financial advisors in Leawood, Kansas
Which fee-only financial advisor should I talk to in Leawood?
Start with a fee-only advisor in Leawood whose record matches what you need, then check their fees and SEC record before you call. Records to start with include John Seitzer of Everest Wealth Management, Matthew Davis of Davis Financial Management, Inc. and Jonn Wullschleger of Mitchell Capital Management, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- John Seitzer Everest Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Matthew Davis Davis Financial Management, Inc. Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Jonn Wullschleger Mitchell Capital Management Holds the CFA. Fees on file: percentage of assets.
- Scott Sturgeon Oread Wealth Partners Holds the CFP. Fees on file: percentage of assets.
- Anna Kiser Feeney Financial Holds the CFP. Fees on file: one-time planning fee.
- Nicholas Romey ETF Portfolio Partners Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 29
- Firms
- 12
- Hold the CFP
- 24%
- Other credentials: CFA 24% · CPA 3%
- How they charge (of 29 with fees on file): percentage of assets 86% · fixed fees 41% · hourly 14% · one-time planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Leawood by what you need
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Questions about fee-only advisors in Leawood
How many fee-only advisors in Leawood are there?
The Wellspent public graph lists 29 fee-only advisors in Leawood, at 12 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Leawood focus on?
The most common focus among fee-only advisors in Leawood is family wealth transfer (6), followed by people close to retirement (4) and small business owners (4). Advisors can list more than one.
How do fee-only advisors in Leawood charge?
The most common fee among fee-only advisors in Leawood is a percentage of assets, used by 86% of the 29 with fees on file. Many use more than one: 41% charge fixed fees and 14% charge by the hour.
How many fee-only advisors in Leawood hold the CFP?
24% of the 29 fee-only advisors in Leawood hold the CFP certification, based on the credentials listed on each record.
Does Kansas tax income on top of federal tax?
Yes. Kansas has a state income tax, so a financial plan for a Kansas resident should project it alongside federal tax.
How current is this list of fee-only advisors in Leawood?
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 29 advisors in Leawood
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Scott Sturgeon | Oread Wealth Partners | Leawood | CFP, JD, MBA | Percentage of assets |
| Matthew Davis | Davis Financial Management, Inc. | Leawood | CFP, CPA/PFS | Percentage of assets, Hourly |
| John Seitzer | Everest Wealth Management | Leawood | CFP, CFA | Percentage of assets |
| Anna Kiser | Feeney Financial | Leawood | CFP | One-time planning fee |
| Sara Reals | Feeney Financial | Leawood | CFP | One-time planning fee |
| Jonn Wullschleger | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Kenneth Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Miles Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Philip Kernen | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Quinn Dippel | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Brandon Bruckman | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Joshua Wright | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julia Fritzlen | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Christen Dusselier | Mitchell Capital Management | Leawood | Not listed | Percentage of assets |
| Jennifer Armour | Feeney Financial | Leawood | Not listed | One-time planning fee |
| Michael Alba | Feeney Financial | Leawood | Not listed | One-time planning fee |
| Jeffrey Tudas | Normandy Investment Advisors | Leawood | CFP | Percentage of assets, Fixed fees |
| John Sykora | Monarch Wealth Management | Leawood | CFP | Percentage of assets |
| Nicholas Romey | ETF Portfolio Partners | Leawood | CFA | Percentage of assets |
| Courtney Hicks | ETF Portfolio Partners | Leawood | Not listed | Percentage of assets |
| David Larson | Viawealth | Leawood | Not listed | Percentage of assets, Fixed fees |
| Regan Ervin | Capital-E-Advisors | Leawood | Not listed | Percentage of assets, Fixed fees |
| Reid Larson | Viawealth | Leawood | Not listed | Percentage of assets, Fixed fees |
| Richard Romey | ETF Portfolio Partners | Leawood | Not listed | Percentage of assets |
| Ryan Patton | EVP Capital Advisors | Leawood | Not listed | Percentage of assets, Fixed fees |
| Ryan Tudas | Normandy Investment Advisors | Leawood | Not listed | Percentage of assets, Fixed fees |
| Thomas Laming | Normandy Investment Advisors | Leawood | Not listed | Percentage of assets, Fixed fees |
| Thomas Rash | Viawealth | Leawood | Not listed | Percentage of assets, Fixed fees |
| William Romey | ETF Portfolio Partners | Leawood | Not listed | Percentage of assets |
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