VerifiedFinancial Services· Founded 1992

Stepp & Rothwell, Inc

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

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Overland Park, United States23(11 to 50)$1M to <$10M1992steppandrothwell.com LinkedIn

Verified contacts

24

available on Kipplo

LinkedIn employees

23

11 to 50 range

Open roles

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no listings

Distinct roles

14

indexed titles

Tech stack

1

tools in use

Monthly traffic

242

organic / mo

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Top roles at Stepp & Rothwell, Inc

14 distinct titles indexed · top 10 shown.

6financial planning associate
2associate financial planner
2planning team assistant
1assistant investment administrator
1assistant investment officer
1financial planner
1financial planning assistant
1financial planning intern
1financial planning team leader
1founder
+4more titles

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