Stepp & Rothwell INC
Assets Under Management
$963.7M
Number of Clients
334
Number of Advisors
7
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 management services. The firm's personnel include Kathleen Stepp Rothwell, Howard R. Rothwell, Kenneth J. Eaton, Amy M. Guerich, Daniel E. Shay, Ross B. Lehman, Claudia L. Gray, Meridith L. Nelson, and Derrick R. Evers.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location
7300 College Boulevard, Suite 100, Overland Park, KS, 66210
