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Chad Edward Tepe

Advisor at Independent Advisor Alliance, LLC — Manhattan, KS

Updated today

Credentials

Series 66

Experience

26 years

Location

Manhattan, KS 66503

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

303

Across 167 offices

Clients per advisor

139 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Chad Tepe is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has been affiliated with LPL Financial since 2014. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network model of advisory representatives who use discretionary and non-discretionary management, various portfolio strategies, and technology platforms.

Client services

Based on Independent Advisor Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

Manhattan, KS

2029 Vanesta Place, Suite 12

Manhattan KS 66503

Advisors at this office

1

Most active in

Kansas · Texas

Work history

26 years of industry experience

Independent Advisor Alliance, LLC

2018 - Present • 8 years

Manhattan, KS

LPL Financial

2014 - Present • 12 years

Manhattan, KS

Independent Financial Partners

2014 - 2018 • 4 years

Manhattan, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Seth G

Series 65

Manhattan, KS

SGA Wealth Advisors LLC

Seth Gordon is a Series 65-licensed advisor at SGA Wealth Advisors LLC in Manhattan, KS, with 13 years of experience at Sink Gordon Accountants & Advisors. He operates as the sole advisor at SGA Wealth Advisors, an independent firm. SGA Wealth Advisors provides advisory services to individuals, high-net-worth families, trusts, foundations, retirement plan sponsors, and closely held businesses. The firm offers comprehensive wealth management programs and financial planning, often working as a co-advisor with Pinnacle Advisors for active portfolio management and utilizes a collaborative approach integrating accounting and trust services.

Equity compensation tax strategy Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
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Michael H

Series 66, Series 63

Manhattan, KS

Heartland Wealth Strategies LLC

Michael Hammersmith is a financial advisor with Heartland Wealth Strategies LLC in Manhattan, KS. He holds Series 66 and Series 63 licenses and has 18 years of industry experience. Prior to founding Heartland Wealth Strategies in 2018, he worked at Central Financial Services and Ameritas Investment Corp. Outside of advising, he is a partner in a retail liquor store and a fitness business in Maple Hill, KS. Heartland Wealth Strategies is an independent, single-advisor registered investment adviser managing approximately $59 million for about 174 clients. The firm provides personalized investment management to individuals and various institutions, focusing on risk-oriented asset allocation, risk management, and a mix of long-term and short-term investment strategies.

Wealth management
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Randy S

Series 65

Manhattan, KS

Abundance Wealth Management

Randy Stitt is the principal of Abundance Wealth Management in Manhattan, KS. He holds a Series 65 credential and has experience in academia and commercial banking, having worked at Kansas State University and Community First National Bank since the early 2000s. Stitt founded Abundance Wealth Management in 2026 and currently serves as its sole advisor. Abundance Wealth Management offers investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s approach integrates fundamental analysis and Modern Portfolio Theory, utilizing both passive and active investment vehicles, with options for socially conscious portfolios tailored to client goals and risk tolerance.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® with 10 years of industry experience, currently serving as the principal of No Coast Financial Group. He has held positions at Garrett Investment Advisors, CGN Advisors, and runs Heckman Research Consulting, LLC. He is also an Associate Professor of Practice at Texas Tech University. No Coast Financial Group is a fee-only independent advisory firm that serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm follows asset-allocation principles based on Modern Portfolio Theory and fundamental analysis, offering tailored investment management and financial planning services with discretionary management and periodic reporting.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Derek L

CFP®, Series 63

Manhattan, KS

Priority Financial Partners

Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning General tax planning
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