Your independence, supported by Wealth|KC.

Our collaborative team and efficient operations empower advisors to service better, grow faster and maintain the healthiest work-life balance.

If you’re committed to upholding the highest fiduciary standards and putting your clients first every time, without exceptions - we’d love for you to scroll down, learn more, and reach out for an initial conversation!

Why Be Independent?

We empower financial advisors to have complete control and ownership of their businesses while providing the tools, resources, and support they need to focus on their clients and grow their businesses.

    • Team members with specific roles and niches - This allows for efficiency and innovation as each individual works on tasks and projects aligned with their strengths.

    • Reduces conflicts of interest - No proprietary products to sell and no financial incentive other than to help your clients grow their wealth and navigate their plans.

    • A wider range of products and services to offer clients - Independent advisors can offer a broader range of investment options and financial planning services that larger broker-dealers restrict.

    • Flexibility - You choose your own schedule, work from where you want, and create a practice that fits your needs & goals.

    • Healthy work/life balance - With our efficient operations and a team to lean on, you're free to find the balance you're looking for.

    • Avoid bureaucracy - Larger firms often come with a lot of administrative red tape and bureaucracy. As independent advisors we can streamline operations and avoid some of the constraints that come with working for a larger organization.

    • We have no requirements for new clients, assets, or revenue.

    • No levels, coaches, or leaders weighing on you to perform.

    • There are simply no standards to meet other than being a good teammate and upholding the fiduciary standard of doing what is in the best interest of your clients.

    • Your Clients, Your Book of Business - You own all of your client relationships. Here, there, or anywhere, you're allowed to own your client data and ask those clients to follow you anywhere you need to go. Wealth|KC will never impede on your clients.

    • 1099 Contractor - Can be eligible for certain tax deductions and credits reducing your overall tax liability. We can help you set this up in the most advantageous way.

    • Industry-leading payouts—Our payout structure is built to be very competitive for those running a larger book but also very worthwhile for those seeking more of a lifestyle practice with lower total households.

    • Ability to sell—Don't give away your hard work. Ensure you're compensated for your efforts and that your clients get the same treatment by selling portions of your book that no longer meet your goals back to Wealth|KC.

    • Succession Planning - Have more control over their succession planning, allowing them to choose a successor, negotiate the terms of the transition, and ensure a smooth continuity of service for their clients.

What You Can Expect From Us

Full Administrative + Operational Team

In-House Financial Planning Team

Turnkey Investment Models

Marketing + Branding

Office Ready Day One

Modern Tech Stack

Regulatory + Compliance

Succession Planning

By joining our team, you will have a strategic and operational partner to grow your business and serve your clients at the highest level possible.

We'll handle the operational heavy lifting, including onboarding, account openings, preparing for client progress reviews, financial planning, end-of-year planning, and assisting with investment management. This means more time for you to focus on high-impact work that directly benefits your clients.

Executive Team + Operations

  • Shean Fletcher

    Founder | President

    Shean provides the firm's strategic vision, facilitates smooth and effective transitions for advisors, oversees office staff and operations, and ensures we stay ahead of industry changes and trends. Shean also leads our Investment Committee.

  • Will Cocking

    Director of Financial Planning

    Will leads all our financial planning efforts by building and reviewing comprehensive financial plans for clients, helping deliver plans with our advisors, and ensuring our team is equipped with the latest tools and expertise.

  • Brooke Twaddle

    Director of Operations

    Brooke oversees the day-to-day operations of our wealth management firm and builds the systems and procedures needed to operate and communicate effectively and efficiently.

  • Leah Fletcher

    Director of Client Experience

    Leah collaborates with advisors to deliver a cohesive experience, encompassing in-house services like website optimization, content creation, social media, and targeted outreach to niche audiences.

  • Mallory Hartwick

    Client Support Specialist

    Mallory provides exceptional customer service by addressing client inquiries, resolving issues, and ensuring a positive experience. She is vital in ensuring seamless onboarding for clients including account opening and transfers.

A brand and approach for growth. 

Assets Under Care Growth Rate

vs.

The Trust We’ve Earned Online

of our new clients in 2024 have found us through Google search and website traffic.

46.2%

Our Clients Agree:

“The team at Wealth | KC are top notch.

They take the time to truly design a personalized financial plan that fits your needs. This is a crew that is highly involved and responsive with their clients. They are on top of all market changes and respond appropriately. We fully trust their experiences and recommendations. Highly recommend their services!”

Jill N.

Market-Leading Technology

Wealthbox

#1 Rated CRM for Financial Advisors and we couldn’t agree more.

Wealthbox is a CRM you’ll actually enjoy. It's powerful, beautiful, and easy to use—no training required. Wealthbox empowers your advisory business with a comprehensive platform; offering client and household management, tasks, workflows, email, projects, etc. It’s a centralized hub for all your day-to-day client data, financial planning, and performance tracking, all backed by exceptional support.

RightCapital

#1 Rated Financial Planning software by Financial Advisors.

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Its powerful software enhances financial planning capabilities by providing comprehensive tools for creating personalized plans, tracking client success rates, and delivering insightful reports.

Holistiplan

Taxes are a constant pain point for clients.

Holistiplan provides a holistic view of your client's financial lives through tax returns and allows us to deliver a truly personalized tax strategy. Using A.I., Holistiplan can scan a tax return and deliver an in-depth summary and actionable planning items in minutes!

Encore Estate Plans

Estate planning is often pushed off because it’s overwhelming to clients.

Encore Estate Plans offers comprehensive estate planning services, including creating wills, trusts, and powers of attorney, to help individuals manage and protect their assets. Their team of experienced attorneys provides personalized guidance to ensure clients' wishes are clearly documented and legally sound.

YCharts

Streamline your investment research and analysis with Y-Charts' intuitive platform. It provides a centralized hub for market data, charting, screening, and portfolio management. Ycharts lets you show existing and prospective clients anything you need or want about their portfolios with great detail and visuals.

What would a move look like for me?

  • You are considering a change and we've been there.

    We know the importance of understanding the firm's structure and connecting with the team to ensure it's the best fit for your vision, growth, and clients. The first step in your transition is to meet with Wealth|KC to determine if we may be the right fit.

  • Yes, we can connect you with our broker-dealer's recruiter to answer specific questions, discuss timelines, and discuss your transition.

    The recruiter provides insight into what all our broker-dealer offers in collaboration with the Wealth|KC team and can expand on what the process will be like from start to finish.

  • In your transition, we want to ensure all your questions are answered and that you legally feel comfortable with your move.

    We’ll provide a complimentary consultation with an experienced transition lawyer to discuss the do’s and do nots and answer any questions you may have. This call will lay the groundwork for a smooth and compliant transition.

  • In most cases, you will receive some upfront monetary assistance to help you and your family make the transition. This can and will be discussed in more detail in our first conversation.

  • As mentioned, our team here at Wealth|KC is well experienced in advisor transitions from one firm to another, and our broker-dealer’s transition team will provide a wealth of knowledge and best practices.

    We will build a custom transition plan and have all staff hands on deck to ensure the smoothest and most effective transition possible for you and your clients.

Get in touch.

We're ready to help. Contact us with any questions or schedule a meeting with Shean to learn more about Wealth|KC or learn more about going independent in general; he’s always happy to help and provide any guidance he can. Please know that all information and conversations will be kept private and confidential to everyone except our founder, Shean.