Stepp & Rothwell INC
Overland Park, KS·SEC-registered · CRD #107999
Stepp & Rothwell INC is an SEC-registered investment advisory firm in Overland Park, KS managing $1.1B across 2.6k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
2.6k
Advisory staff
10
Fee model
Fee-based
How Stepp & Rothwell INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Stepp & Rothwell INC
How much does Stepp & Rothwell INC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Stepp & Rothwell INC reports $1.1B in regulatory assets under management across roughly 2.6k client accounts.
How does Stepp & Rothwell INC charge?
Stepp & Rothwell INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Stepp & Rothwell INC a fiduciary?
Yes. Stepp & Rothwell INC is registered with the U.S. Securities and Exchange Commission (CRD #107999), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Stepp & Rothwell INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Stepp & Rothwell INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Overland Park, KS
Profile compiled from Stepp & Rothwell INC's public SEC Form ADV filing (CRD #107999, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stepp & Rothwell INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Stepp & Rothwell INC? Claim this profile.