Kristin Schroeder is a CFP-designated registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS, with 7 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 190 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Stewardship manages your investment portfolio as part of the Annual Planning Relationship. Investment management fees are bundled into your overall annual fee, which is based on your total net wealth rather than the size of your investment portfolio alone. For example, a client with a net wealth of $1,000,000 pays an initial annual fee of $8,500, and $7,500 in subsequent renewal years. Rates scale upward based on net wealth. There are no separate percentage-of-assets fees for managing investments.
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristin is the trustee of a trust that owns Cake Properties LLC, a real estate rental property. Her husband manages the business, and Kristin spends minimal time on it.
Employment History
Current Registrations
Sound Stewardship, LLC
Previous Registrations
Mission Financial Planning, INC.
Fruitful Stewardship LLC
Voya Financial Advisors, INC.
Cetera Advisors LLC
Edward Jones
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.
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