Financial advisors for tax planning in Overland Park, Kansas
Which financial advisor should I talk to about tax planning in Overland Park?
For tax planning in Overland Park, 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 Lucas Bucl of Aspyre Wealth Partners, Scott Rojas of ONE Advisory Partners and Jason Co of CoPlanning Financial.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lucas Bucl Aspyre Wealth Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee.
- Scott Rojas ONE Advisory Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Jason Co CoPlanning Financial, Overland Park City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Brian Rood Artisan Financial Planning LLC, Overland Park City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan Kohr Keen Wealth Advisors, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
- Joel Hamilton Glass Lakes Capital Management, Overland Park City Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Overland Park work on tax planning?
The Wellspent public graph lists 46 fee-only advisors for tax planning in Overland Park, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in Overland Park charge?
The most common fee among fee-only advisors for tax planning in Overland Park is a percentage of assets, used by 93% of the 46 with fees on file. Many use more than one: 70% charge fixed fees and 61% charge by the hour.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the CFP. In Overland Park, 57% of the 46 advisors listed hold the CFP.
- CFP57% in Overland Park
- The CFP connects tax decisions to the rest of the plan.
How do Overland Park advisors for tax planning compare with the rest of the US?
70% of fee-only advisors for tax planning in Overland Park charge fixed fees, compared with 50% 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 Overland Park. 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 Overland Park?
- 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 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 |
|---|---|---|---|---|
| Brian Rood | Artisan Financial Planning LLC | Overland Park | CFP | Flat fee or retainer, 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 |
| 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 |
| Cameron Bond | StoryOne | Overland Park | CFP | Percentage of assets, Fixed fees |
| 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 |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| 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 |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, 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 |
| 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 |
| 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 |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| 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 |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
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