Fee-only adviser · Overland Park, KS
State Line Wealth Management
State Line Wealth Management is a fee-only investment adviser registered with the securities regulators of Kansas, Missouri, with its main office in Overland Park, Kansas. On its latest Form ADV, filed June 11, 2026, it reports $41M in regulatory assets under management, 38 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Kansas, Missouri |
|---|---|
| Firm CRD number | 330661 |
| Office | 9393 West 110th Street 51 Corporate Woods, Suite 500 Overland Park, KS 66210 |
| Phone | (913) 207-6529 |
| Website | Not listed |
| Regulatory assets under management | $41M ($17M discretionary) |
| Individual clients | 33 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Overland Park
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See all 55 fee-only advisers in Overland Park →
Nearby
- Lenexa 2 firms
- Leawood 11 firms
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Olathe 1 firm
- Mission 4 firms
- Mission Woods 1 firm
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