Steven Warta is a CFP, ChFC-designated registered investment advisor at Roadmap Wealth Management LLC, based in Overland Park, KS, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 44 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are calculated on a graduated basis and paid monthly in advance. Fees may be negotiable in limited circumstances.
Fee Estimator
Contact
Steven Warta
Location
Overland Park, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Roadmap Wealth Management LLC
Previous Registrations
Freedom Wealth Advisors, LLC
Umb Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Steve J. Warta has over 30 years of experience in financial planning and managing investments. He has been a Certified Financial Planner since 1987 and has also earned his ChFC® designation. He continues to provide a roadmap to guide individuals to success with their financial goals.
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