Hannah Casteel is a CFP-designated registered investment advisor at Beyond Wealth, based in Overland Park, KS, with 2 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 147 clients with $120M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable in certain cases. There is also a $3,500 engagement fee and a $4,000 minimum annual fee.
Fee Estimator
Location
11225 College Blvd, Suite 115, Overland Park, KS, 66210
Get directionsHistory
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 →Other Business Activities
Hannah works as a party planner for Ticum Media, LLC, since May 2024, dedicating minimal time to this role. Her duties include event planning, setup, and cleanup for various events.
Employment History
Current Registrations
Beyond Wealth
Previous Registrations
Keen Wealth Advisors
State Registrations4 states
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.