Your life’s work deserves a thoughtful next step.
Finding the right fit for your business is one of the most important parts of any transition.
Our focus on the Northland of Kansas City combines local insight with structured processes built to make each succession plan efficient and stress-free. We’re here to help you move forward with confidence, knowing your business and your clients will continue to thrive.
Start today.
A 2023 J.D. Power study found that the average U.S. financial advisor is 56 years old — and one in five plan to retire within the next five years.
For many, that milestone still feels far away. But succession planning isn’t just about retirement — it’s about protecting what you’ve built, the people you serve, and the legacy you’ll leave behind.
Life can change in an instant. Having a plan in place ensures that your clients, your team, and your loved ones are cared for no matter what happens.
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
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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.
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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.
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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.
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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.
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?
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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.
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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.
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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.
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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.
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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.