Stewart Koesten is a CFP, ChFC-designated registered investment advisor at Aspyre Wealth Partners, based in Overland Park, KS, with 29 years of industry experience. Stewart 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 5 more. Their firm serves 329 clients with $670M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable at the firm's discretion based on factors such as anticipated future assets, account composition, and client retention.
Fee Estimator
Location
10851 Mastin Blvd., Ste 1050, 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 →Other Business Activities
Stewart is the president of Executive Agents, Inc., which provides evaluation and negotiation of compensation agreements for corporate executives. He also owns Eljay's Rivermarket Coffee House, dedicating minimal time to it.
Employment History
Current Registrations
Aspyre Wealth Partners
State Registrations2 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.
Exams
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