Megan Ramshaw is a CFP-designated registered investment advisor at Mokan Wealth Management, based in Overland Park, KS, with 3 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 173 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOKAN Wealth Management's annual advisory fee ranges between 1% and 1.5% of the value of your portfolio. The fee is calculated on the average daily balance and is paid monthly. Ongoing financial planning is included at no additional cost for clients who have MOKAN manage their investments.
Location
14221 Metcalf Ave #150, Overland Park, KS, 66223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mokan Wealth Management
Previous Registrations
Mariner Wealth
State Registrations3 states
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