Financial advisors for small business owners in Kansas
Which financial advisor should I talk to as a small business owner in Kansas?
For small business owners in Kansas, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include John Fales of Searcy Financial Services, Inc., Jonathan Harner of Wichita Wealth Management, LLC and Bryan Gum of Lighthouse Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John Fales Searcy Financial Services, Inc., Overland Park Holds the EA and CFP. Fees on file: percentage of assets, hourly.
- Jonathan Harner Wichita Wealth Management, LLC, Wichita Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Bryan Gum Lighthouse Planning, Lenexa Holds the CFP. Fees on file: mixed (fee-only).
- Scott Sturgeon Oread Wealth Partners, Leawood Holds the CFP. Fees on file: percentage of assets.
- Cameron Bond StoryOne, Overland Park Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Christopher Stakley Steffes Financial, Overland Park Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Kansas work with small business owners?
The Wellspent public graph lists 31 fee-only advisors for small business owners in Kansas, at 15 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for small business owners in Kansas located?
Of the 31 fee-only advisors for small business owners in Kansas, 13 are in Overland Park, followed by 5 in Wichita and 4 in Leawood.
Plus 3 in other cities.
How do fee-only advisors for small business owners in Kansas charge?
The most common fee among fee-only advisors for small business owners in Kansas is a percentage of assets, used by 97% of the 31 with fees on file. Many use more than one: 74% charge fixed fees and 61% charge by the hour.
What credentials should a financial advisor for small business owners have?
For small business owners, look for the EA and CFP. In Kansas, 45% of the 31 advisors listed hold the CFP.
- EA3% in Kansas
- Enrolled agents help with owner pay and business tax.
- CFP45% in Kansas
- The CFP keeps the business in the wider plan.
How do Kansas advisors for small business owners compare with the rest of the US?
74% of fee-only advisors for small business owners in Kansas charge fixed fees, compared with 52% of the 2,851 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 small business owners.
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.
What should I ask a financial advisor as a small business owner in Kansas?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Kansas tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 31 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bryan Gum Member | Lighthouse Planning | Lenexa | CFP, RLP | Mixed (fee-only) |
| Jonathan Harner | Wichita Wealth Management, LLC | Wichita | CFP | Percentage of assets, Flat fee or retainer |
| Scott Sturgeon | Oread Wealth Partners | Leawood | CFP, JD, MBA | Percentage of assets |
| Brandy Branstetter | Beyond Wealth | Overland Park | CFP | Percentage of assets, Hourly |
| John Fales | Searcy Financial Services, Inc. | Overland Park | AIF, CFP, CIMA, EA | Percentage of assets, Hourly |
| Kyle Cross | Mattern Wealth Management | Lawrence | CFP | 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 |
| 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 |
| Madeline Bayne | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | 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 |
| Stephanie Holston | Kilter Group | Witchita | Not listed | Percentage of assets, Fixed fees |
| Bryon Brooks | Adaptive Advisory | Olathe | Not listed | Percentage of assets, Hourly |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| Jeffrey Wetta | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jerald Betts | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Landon Grams | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| 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 |
| Nicholas Reinert | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
| Ryan Peschka | Berkeley Capital Management | Ellsworth | Not listed | Percentage of assets, Fixed fees |
Want a shorter list for small business owners?
Tell us what you need and we'll narrow Kansas's 31 advisors to the few who fit.
Get matched in 2 minutes