Financial advisors for family wealth transfer in Kansas
Which financial advisor should I talk to about passing wealth to the next generation in Kansas?
For family wealth transfer in Kansas, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include John Ramshaw of StoryOne, John Fales of Searcy Financial Services, Inc. and Grant Steffes of Steffes Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John Ramshaw StoryOne, Overland Park Holds the CFP. Fees on file: percentage of assets, fixed fees.
- John Fales Searcy Financial Services, Inc., Overland Park Holds the CFP. Fees on file: percentage of assets, hourly.
- Grant Steffes Steffes Financial, Overland Park Holds the CFP. Fees on file: percentage of assets, hourly.
- Nicholas Hartley Windward Private Wealth Management, Overland Park Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Guerry Harris Paragon Capital Management, Overland Park Holds the CFP. Fees on file: percentage of assets.
- Caitlin Sharp Gentry Private Wealth, Wichita Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Kansas work on family wealth transfer?
The Wellspent public graph lists 38 fee-only advisors for family wealth transfer in Kansas, at 12 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for family wealth transfer in Kansas located?
Of the 38 fee-only advisors for family wealth transfer in Kansas, 21 are in Overland Park, followed by 6 in Leawood and 4 in Wichita.
Plus 2 in other cities.
How do fee-only advisors for family wealth transfer in Kansas charge?
The most common fee among fee-only advisors for family wealth transfer in Kansas is a percentage of assets, used by 100% of the 38 with fees on file. Many use more than one: 53% charge fixed fees and 34% charge by the hour.
What credentials should a financial advisor for family wealth transfer have?
For family wealth transfer, look for the CFP. In Kansas, 34% of the 38 advisors listed hold the CFP.
- CFP34% in Kansas
- The CFP covers gifting, trusts, and the wider plan.
How do Kansas advisors for family wealth transfer compare with the rest of the US?
53% of fee-only advisors for family wealth transfer in Kansas charge fixed fees, compared with 62% of the 3,385 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 family wealth transfer.
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 passing wealth to the next generation in Kansas?
- How do you involve the next generation, and when?
- What would you gift now, and what would you hold until death?
- How do you work with our attorney and accountant?
- What happens to the relationship when the first generation is gone?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for family wealth transfer 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 38 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John Fales | Searcy Financial Services, Inc. | Overland Park | AIF, CFP, CIMA, EA | Percentage of assets, Hourly |
| 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 |
| Cameron Bond | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Dustin Irish | Irish Capital | Olathe | Not listed | 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 |
| Kevin Tucker | ProActive Capital Management | Topeka | CFP | Percentage of assets, Hourly |
| Madeline Bayne | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Andrew Osborne | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Emily Petty | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Nicholas Hartley | Windward Private Wealth Management | Overland Park | CFP | Percentage of assets, Fixed fees |
| Guerry Harris | Paragon Capital Management | Overland Park | CFP | Percentage of assets |
| Stephanie Holston | Kilter Group | Witchita | Not listed | Percentage of assets, Fixed fees |
| Cory McPherson | ProActive Capital Management | Topeka | Not listed | Percentage of assets, Hourly |
| Jeffrey Wetta | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jerald Betts | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jonn Wullschleger | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Kenneth Green | Mitchell Capital Management | Leawood | CFA | Percentage of assets |
| Landon Grams | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| 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 |
| Richard Heidemann | Paragon Capital Management | Overland Park | CFA | Percentage of assets |
| Brandy Ward | Windward Private Wealth Management | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Brady Hogan | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Christen Dusselier | Mitchell Capital Management | Leawood | Not listed | Percentage of assets |
| Craig Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Dale Pfeifer | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Daniel Green | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Eugene Pal | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| James Holcomb | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Ryan McLaughlin | Westward Investment Advisory | Mission | Not listed | Percentage of assets, Hourly |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
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