Kenneth Eaton is a CFA, CFP-designated registered investment advisor at Stepp & Rothwell INC, based in Overland Park, KS, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 334 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This rate applies to clients who receive combined financial planning and investment management services. The annual fee is $7,500 plus 0.50% of total investment assets. Investment management only is 1.0% of total investment assets. Fees are negotiable and may be lower based on various factors. Clients who engaged Stepp & Rothwell before April 1, 2017, may be subject to different fee schedules, with some having a $10,000 minimum annual fee.
Fee Estimator
Contact
Kenneth Eaton
Location
7300 College Boulevard, Suite 100, Overland Park, KS, 66210
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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
Stepp & Rothwell 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