Financial advisors for estate planning in Overland Park, Kansas
Which financial advisor should I talk to about estate planning in Overland Park?
For estate planning in Overland Park, 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 Daniel Miller of ONE Advisory Partners, Lucas Bucl of Aspyre Wealth Partners and Andrew Osborne of Windward Private Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Daniel Miller ONE Advisory Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Lucas Bucl Aspyre Wealth Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee.
- Andrew Osborne Windward Private Wealth Management, Overland Park City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Noah Camfield Keen Wealth Advisors, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
- Neil Connolly Rigden Capital Strategies, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
- Grant Steffes Steffes Financial, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Overland Park work on estate planning?
The Wellspent public graph lists 46 fee-only advisors for estate planning in Overland Park, at 9 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for estate planning in Overland Park charge?
The most common fee among fee-only advisors for estate planning in Overland Park is a percentage of assets, used by 98% of the 46 with fees on file. Many use more than one: 78% charge fixed fees and 74% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP. In Overland Park, 50% of the 46 advisors listed hold the CFP.
- CFP50% in Overland Park
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Overland Park advisors for estate planning compare with the rest of the US?
74% of fee-only advisors for estate planning in Overland Park 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 Overland Park. 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 Overland Park?
- 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 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 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lucas Bucl | Aspyre Wealth Partners | Overland Park | CFP | Ongoing planning fee |
| 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 |
| Jeb Flynn | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Joshua Hill | Keen Wealth Advisors | Overland Park | 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 |
| 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 |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Hunter Smith | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| James Forsyth | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Luke Dandar | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Quinton Vlach | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyler Jouret | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| William Keen | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Benjamin Fischer | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Brandy Ward | Windward Private Wealth Management | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Jacob Linch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Hekman | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Monte Grissom | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Pamela Vasquez | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Patrick Berch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Roger Ratzlaff | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Duane Moppin | Adams Brown Wealth Consultants | Overland Park | Not listed | Percentage of assets, Hourly |
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