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Financial advisors · Kansas

Fee-only financial advisors in Overland Park, KS

From SEC and state Form ADV filingsUpdated 2026-11-07

55 fee-only investment advisers have offices in Overland Park, Kansas, according to their Form ADV filings with the SEC and state regulators. 40 offer hourly or flat-fee arrangements, 12 charge only a percentage of the assets they manage, and 47 provide financial planning. 37 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 6 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 55 of 55

Lexaurum Advisors

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 · (913) 261-9316

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.3B
Individual clients
2,189
Advisory staff
31
Registered with
SEC

Profile · Website · SEC record

PCG Wealth Management

5700 W. 112th Street, Suite 120, Overland Park, KS 66211 · (913) 323-3112

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$931M
Individual clients
1,819
Advisory staff
24
Registered with
SEC

Profile · Website · SEC record

Keen Wealth Advisors

7500 College Blvd., Suite 1000, Overland Park, KS 66210 · (913) 624-1841

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.2B
Individual clients
1,014
Advisory staff
30
Registered with
SEC

Profile · Website · SEC record

Midwest Financial Group LLC

7400 W 130th Street, Suite 100, Overland Park, KS 66213 · (913) 696-0041

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$566M
Individual clients
931
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

MN Wealth Advisors, LLC

6800 W 115th Street Suite 3511, Overland Park, KS 66211 · (913) 897-2074

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$394M
Individual clients
571
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Stepp & Rothwell Inc

7300 College Boulevard Suite 100, Overland Park, KS 66210 · (913) 345-4800

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
339
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

Aspyre Wealth Partners

10851 Mastin Blvd. Ste 1050, Overland Park, KS 66210 · (913) 345-1881

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$668M
Individual clients
329
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Freestate Advisors LLC

4400 College Blvd Suite 125, Overland Park, KS 66211 · (913) 890-2065

  • Percentage of assets
  • Financial planning
Assets managed
$182M
Individual clients
244
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Steffes Financial, Ltd

8655 College Blvd Suite 101, Overland Park, KS 66210 · (913) 722-1111

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$611M
Individual clients
218
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Sound Stewardship, LLC

9101 W. 110th ST. Suite 150, Overland Park, KS 66210 · (913) 317-6000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$285M
Individual clients
190
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Mokan Wealth Management

14221 Metcalf Ave #150, Overland Park, KS 66223 · (913) 257-3991

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$250M
Individual clients
173
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Maciel Wealth Management

11863 W 112th ST Suite 100, Overland Park, KS 66210 · (913) 717-4977

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$19M
Individual clients
170
Advisory staff
1
Registered with
KS, MO

Profile · Website · SEC record

Tax Advantage Advisors, Inc.

9120 W. 135th Street Suite 202, Overland Park, KS 66221 · (913) 735-7771

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$68M
Individual clients
151
Advisory staff
1
Registered with
KS, MO

Profile · Website · SEC record

Beyond Wealth

11225 College Blvd Suite 115, Overland Park, KS 66210 · (913) 871-7980

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$122M
Individual clients
147
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Storyone Family Office

7501 College Blvd Suite 120, Overland Park, KS 66210 · (913) 544-0600

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$259M
Individual clients
132
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Konza Global Wealth Group

10740 Nall Ave., Suite 201, Overland Park, KS 66211 · (913) 318-5980

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$125M
Individual clients
112
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Curtis Capital Advisors

7900 College Blvd., Suite 140, Overland Park, KS 66210 · (913) 344-5443

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$166M
Individual clients
82
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Financialife Outfitters LLC

6900 College Blvd., Suite 520, Overland Park, KS 66211 · (816) 888-5800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30M
Individual clients
77
Advisory staff
2
Registered with
KS, LA, MO

Profile · Website · SEC record

Sound Investments Inc.

C/o Ken Gilpin 8826 Santa Fe Drive, Suite 202, Overland Park, KS 66212 · (913) 908-4366

  • Percentage of assets
  • Financial planning
Assets managed
$18M
Individual clients
70
Advisory staff
1
Registered with
KS, MO

Profile · Website · SEC record

Coplanning Financial LLC

7300 West 110th Street Commerce Plaza I, 7th Floor, Overland Park, KS 66210 · (636) 888-0861

  • Fixed fee
  • Financial planning
Assets managed
$8.5M
Individual clients
28
Advisory staff
1
Registered with
CA, KS, MO +

Profile · Website · SEC record

Postrock Partners LLC

6700 Antioch Road Suite 470, Overland Park, KS 66204 · (913) 308-8030

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$489M
Individual clients
19
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Sunesis Advisors, LLC

6750 W 93rd Street Suite 250, Overland Park, KS 66212 · (913) 815-4460

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.5B
Individual clients
15
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Dynamic Wealth LLC

7015 College Blvd Ste 375, Overland Park, KS 66211 · (913) 663-4357

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$30M
Individual clients
14
Advisory staff
1
Registered with
KS, MO

Profile · Website · SEC record

Fortino Wealth Management, LLC

9311 W 113th Street, Overland Park, KS 66210 · (913) 626-2622

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2
Individual clients
Under 5
Advisory staff
1
Registered with
KS

Profile · SEC record

State Line Wealth Management

9393 West 110th Street 51 Corporate Woods, Suite 500, Overland Park, KS 66210 · (913) 207-6529

  • Percentage of assets
Assets managed
$41M
Individual clients
38
Advisory staff
1
Registered with
KS, MO

Profile · SEC record

R L Capital, LLC

7199 West 98th Terrace Suite 140, Overland Park, KS 66212 · (913) 341-8450

  • Percentage of assets
Assets managed
$12M
Individual clients
14
Advisory staff
1
Registered with
KS, MO

Profile · Website · SEC record

Waterfront Wealth Inc.

6711 W 121st Street Suite 200, Overland Park, KS 66209 · (913) 951-5800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
792
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Nova R Wealth, Inc.

9990 College Blvd., Overland Park, KS 66210 · (913) 225-9201

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$453M
Individual clients
323
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Yukon Wealth Management, Inc.

15050 Antioch Road Suite 101, Overland Park, KS 66221 · (913) 681-9200

  • Percentage of assets
  • Financial planning
Assets managed
$467M
Individual clients
91
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Legacy Wealth Planning, LLC

5750 W. 95th Street Suite 128, Overland Park, KS 66207 · (913) 648-4657

  • Percentage of assets
  • Financial planning
Assets managed
$11M
Individual clients
31
Advisory staff
1
Registered with
KS

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Boulder Investment Group

7400 W 132nd ST. Suite 165, Overland Park, KS 66213 · (913) 944-4600

  • Percentage of assets
Assets managed
$72M
Individual clients
144
Advisory staff
1
Registered with
AZ, KS, MO

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Trinity Capital Management, LLC

7700 Shawnee Mission Parkway Suite 315, Overland Park, KS 66202 · (913) 944-4325

  • Percentage of assets
Assets managed
$55M
Individual clients
65
Advisory staff
2
Registered with
KS, MO

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Overland Park

Another 52 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Overland Park?

Form ADV records how firms charge, not what they charge. Of the 55 firms listed here, 40 offer hourly or flat fees and 53 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Overland Park advisers selected?

Every registered investment adviser with an office in Overland Park that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.