Fee-only financial advisors in Overland Park, Kansas
Which fee-only financial advisor should I talk to in Overland Park?
Start with a fee-only advisor in Overland Park whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kenneth Eaton of Stepp & Rothwell, Inc., Joel Hamilton of Glass Lakes Capital Management and John Fales of Searcy Financial Services, Inc., 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.
- Kenneth Eaton Stepp & Rothwell, Inc. Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Joel Hamilton Glass Lakes Capital Management Holds the CFP and CFA. Fees on file: percentage of assets.
- John Fales Searcy Financial Services, Inc. Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Lucas Bucl Aspyre Wealth Partners Holds the CFP. Fees on file: ongoing planning fee.
- Melissa Ellis Sapphire Wealth Planning LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Brian Rood Artisan Financial Planning LLC Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 195
- Firms
- 51
- Hold the CFP
- 44%
- Other credentials: CFA 5% · EA 1% · ChFC 3%
- How they charge (of 195 with fees on file): percentage of assets 97% · fixed fees 76% · hourly 56% · 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
Find an advisor in Overland Park by what you need
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Questions about fee-only advisors in Overland Park
How many fee-only advisors in Overland Park are there?
The Wellspent public graph lists 195 fee-only advisors in Overland Park, at 51 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Overland Park focus on?
The most common focus among fee-only advisors in Overland Park is retirement planning (57), followed by tax planning (46) and estate planning (46). Advisors can list more than one.
How do fee-only advisors in Overland Park charge?
The most common fee among fee-only advisors in Overland Park is a percentage of assets, used by 97% of the 195 with fees on file. Many use more than one: 76% charge fixed fees and 56% charge by the hour.
How many fee-only advisors in Overland Park hold the CFP?
44% of the 195 fee-only advisors in Overland Park 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 Overland Park?
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 195 advisors in Overland Park
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Rood | Artisan Financial Planning LLC | Overland Park | CFP | Flat fee or retainer, 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 |
| Lucas Bucl | Aspyre Wealth Partners | Overland Park | CFP | Ongoing planning fee |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Emily Petty | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Amy White | Prairie Ridge Asset Management LCC | Overland Park | CFP | Percentage of assets, Hourly |
| Guerry Harris | Paragon Capital Management | Overland Park | CFP | Percentage of assets |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| David Walsh | Dynamic Wealth | Overland Park | CFP | Percentage of assets, Hourly |
| Matthew Ahrens | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyson Sprick | Caliber Wealth Management | Overland Park | CFP, RICP | Percentage of assets, Fixed fees |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
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