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
Highly Credentialed Team You Can Trust
Competitive Market Evaluations
Experienced in Streamlined Succession Planning
In-House Financial Planning Team
Turnkey Investment Models
Marketing + Branding
Flexible Tech Stack
By choosing Wealth | KC as your succession partner, you’re aligning with a team that can seamlessly carry forward the client experience you’ve built. We step in as both a strategic and operational extension of your practice, giving you confidence that your clients will be supported with care, consistency, and expertise.
Our team handles the operational heavy lifting — onboarding, account openings, preparation for client progress reviews, financial planning, year-end planning, and support with investment management. With our structure and service model behind you, your clients receive the same high-touch experience they’re used to, and you gain the freedom to focus on the relationship-centered work that matters most during your transition.
Executive Team + Operations
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Shean Fletcher, AAMS®, AIF®
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, CFP®
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, M.Ed.
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.
A firm looking to always progress.
Net New Assets compared to previous YTD
What would this look like for me?
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Even if retirement feels distant, a plan protects your clients, your business value, and your family in the event of illness, disability, or unexpected life changes.
It also gives you more leverage and choice when you are ready to transition.
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Ideally, 5–10 years before you want to transition out. This gives you time to find the right partner, structure a tax-efficient deal, and ease clients into the relationship.
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Valuation depends on revenue mix, client demographics, growth rate, profitability, service model, and how transferable your client relationships are. Most practices are valued on a multiple of EBITDA or recurring revenue.
Key value drivers include:High recurring revenue
Younger client demographics
Stable, consistent growth
Documented processes
A strong service model
Clean compliance and financials
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Most transitions take 18–36 months. This allows clients to build trust with the successor and ensures revenue stability for both sides.
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Choose a successor who fits your values and client-first service model.
By taking a phased transition approach — joint meetings, coordinated communication, and a clear handoff plan — we help protect the client experience and support strong retention throughout the process.
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Yes. Many buyers use SBA loans, internal financing, third-party lenders, or firm-backed financing programs. Well-structured deals can be cash upfront, earn-outs, revenue splits, or a mix.
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Absolutely. Many advisors choose:
A multi-year earn-out
A part-time advisory or consulting role
A mentorship period
A phased retirement
This helps maintain continuity and maximizes client retention.
Get in touch.
We're ready to help. Contact us with any questions or schedule a meeting with our team to learn more about how your Succession Plan could work with Wealth|KC.
Please know that all information and conversations will be kept private and confidential.