Financial advisors for estate planning in Kansas
Which financial advisor should I talk to about estate planning in Kansas?
For estate planning in Kansas, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Scott Sturgeon of Oread Wealth Partners, Nathan Goodman of Family Investment Center and John Miller of Longview Advisors, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Scott Sturgeon Oread Wealth Partners, Leawood Holds the CFP and JD. Fees on file: percentage of assets.
- Nathan Goodman Family Investment Center, Lenexa Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- John Miller Longview Advisors, LLC, Wichita Holds the CFP. Fees on file: ongoing planning fee, hourly.
- Kaylin Dillon Kaylin Dillon Financial Planning, Lawrence Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Daniel Miller ONE Advisory Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Lucas Bucl Aspyre Wealth Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee.
How many fee-only financial advisors in Kansas work on estate planning?
The Wellspent public graph lists 92 fee-only advisors for estate planning in Kansas, at 27 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Kansas located?
Of the 92 fee-only advisors for estate planning in Kansas, 46 are in Overland Park, followed by 12 in Wichita and 11 in Lawrence.
Plus 15 in other cities.
How do fee-only advisors for estate planning in Kansas charge?
The most common fee among fee-only advisors for estate planning in Kansas is a percentage of assets, used by 98% of the 92 with fees on file. Many use more than one: 76% charge fixed fees and 75% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and JD. In Kansas, 42% of the 92 advisors listed hold the CFP.
- CFP42% in Kansas
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Kansas
- A law degree helps a planner read trusts and documents closely.
How do Kansas advisors for estate planning compare with the rest of the US?
75% of fee-only advisors for estate planning in Kansas charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Kansas. Light bars are all US advisors for estate planning.
Does Kansas have an estate or inheritance tax?
No. Kansas has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Kansas?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning 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 92 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Caitlin Sharp | Gentry Private Wealth | Wichita | CFP | Percentage of assets, Hourly |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| Jeb Flynn | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Ronan Sramek | Rademacher Financial | Lawrence | CFP | Percentage of assets, Hourly |
| Billy Muhizi | Adams Brown Wealth Consultants | Hutchinson | CFP | Percentage of assets, Hourly |
| Grover Musser | Adams Brown Wealth Consultants | Hays | CFP | Percentage of assets, Hourly |
| Lisa Clements | Clear Springs Wealth | Bucyrus | Not listed | One-time planning fee, Ongoing planning fee |
| Ryan Kilkenny | Atomic Planning | Gardner | Not listed | Percentage of assets |
| Trent Woodcock | Adams Brown Wealth Consultants | Mcpherson | CFP | Percentage of assets, Hourly |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| Stephanie Holston | Kilter Group | Witchita | Not listed | Percentage of assets, Fixed fees |
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