Financial advisors for tax planning in Kansas
Which financial advisor should I talk to about tax planning in Kansas?
For tax planning in Kansas, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Nathan Goodman of Family Investment Center, Kaylin Dillon of Kaylin Dillon Financial Planning and Lucas Bucl of Aspyre Wealth Partners.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Nathan Goodman Family Investment Center, Lenexa Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Kaylin Dillon Kaylin Dillon Financial Planning, Lawrence Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Lucas Bucl Aspyre Wealth Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee.
- Brent Hoskins Focal Point Financial Group, Prairie Village Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Scott Rojas ONE Advisory Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- John Miller Longview Advisors, LLC, Wichita Holds the CFP. Fees on file: ongoing planning fee, hourly.
How many fee-only financial advisors in Kansas work on tax planning?
The Wellspent public graph lists 64 fee-only advisors for tax planning in Kansas, at 28 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Kansas located?
Of the 64 fee-only advisors for tax planning in Kansas, 46 are in Overland Park, followed by 5 in Lawrence and 3 in Topeka.
Plus 7 in other cities.
How do fee-only advisors for tax planning in Kansas charge?
The most common fee among fee-only advisors for tax planning in Kansas is a percentage of assets, used by 94% of the 64 with fees on file. Many use more than one: 59% charge fixed fees and 53% charge by the hour.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA and CFP. In Kansas, 53% of the 64 advisors listed hold the CFP.
- EA2% in Kansas
- Enrolled agents are licensed by the IRS and focus on tax.
- CFP53% in Kansas
- The CFP connects tax decisions to the rest of the plan.
How do Kansas advisors for tax planning compare with the rest of the US?
53% of fee-only advisors for tax planning in Kansas charge by the hour, compared with 41% of the 5,860 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 tax planning.
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 about tax planning in Kansas?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Kansas tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 64 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Brent Hoskins | Focal Point Financial Group | Prairie Village | CFP, RICP, CKA | Ongoing planning fee, One-time planning fee |
| Brian Rood | Artisan Financial Planning LLC | Overland Park | CFP | Flat fee or retainer, Ongoing 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 |
| 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 |
| 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 |
| Cameron Bond | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| 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 |
| 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 |
| 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 |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| 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 |
| 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 |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
Want a shorter list for tax planning?
Tell us what you need and we'll narrow Kansas's 64 advisors to the few who fit.
Get matched in 2 minutes