Stepp & Rothwell INC

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Assets Under Management

$963.7M

Number of Clients

334

Number of Advisors

Average Client AUM

$2.9M

AUM per Advisor

$137.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Stepp & Rothwell, Inc. offers financial planning and investment advisory services. The firm's brochure supplement provides information about Kathleen Stepp Rothwell, Howard R. Rothwell, Kenneth J. Eaton, and other key personnel.

Fee Structure

This document does not contain any fee information. Please refer to the firm brochure for fee details.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Location

7300 College Boulevard, Suite 100, Overland Park, KS, 66210

7 Advisors at this firm

CFA · CFP

Kenneth Joseph Eaton

Amy Marie Guerich

CFP

Claudia Leeanne Gray

CFP

Daniel Eugene Shay

Howard Richard Rothwell

CFP