Aspyre Wealth Partners logo

Aspyre Wealth Partners

Updated today

Client assets under management

$666,341,127

Clients

329

48% high-net-worth

Advisors

9

of 17 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

37

Low

Average account size

$2,025,353

About

Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high‑net‑worth clients, trusts, estates, and other business entities. In addition to portfolio management and comprehensive planning, the firm discloses that it offers accounting services (including tax preparation and payroll support) and a suite of human capital services such as executive coaching and career transition planning.

The firm tailors advice to clients’ stated objectives and risk tolerance and implements portfolios using a mix of active and passive strategies grounded in Modern Portfolio Theory, typically through mutual funds, ETFs, and individual securities. An Investment Committee meets regularly to review research and watch lists, and the firm conducts periodic reviews of comprehensive planning engagements and quarterly reviews of investment‑only accounts.

Aspyre’s operating model emphasizes a broader service set than many peer teams by integrating accounting and human capital offerings alongside investment advice, and by documenting potential conflicts tied to marketing and vendor relationships. The brochure also discloses receipt of software, educational conference support, and marketing assistance from custodians and product sponsors, and describes internal compliance oversight (a CCO review process, Investment and Compliance Committees) to monitor those arrangements.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Retired

Demographic focus

Mid-Career Professionals

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Fee options

Fixed

Initial comprehensive financial planning fee up to $2,000; monthly financial planning fees ranging from $100 to $200.

Percentage

$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Project-based

Hourly fees generally range from $50 to $300 depending on the service level and professional.

Other

Account minimum: $250,000 Minimum fee: Minimum annual total fee of $7,000 for Comprehensive Financial Planning services for clients with investable net worth over $500,000 or older than 40 years old; minimum annual investment management fee of $3,000 for portfolios under $250,000. Fee-only: Hourly fees generally range from $50 to $300; fixed fees are negotiable based on services provided.

Main office location

Aspyre Wealth Partners

10000 College Blvd., Suite 260

Overland Park KS 66210, United States

Number of offices

1

Most active in

Arizona · California · Florida · Kansas · Missouri · New Hampshire · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jessi C

CFP®, Series 65

Overland Park, KS

Aspyre Wealth Partners

Jessi Chadd is a CFP® professional with 16 years of industry experience. She has been with KHC Wealth Management Services since 2008 and is currently part of the team at Aspyre Wealth Partners in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines portfolio management and comprehensive planning with accounting and human capital services, using a mix of active and passive investment strategies guided by Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Lucas B

CFP®

Overland Park, KS

Aspyre Wealth Partners

Lucas Bucl is a CFP® with 15 years of industry experience currently affiliated with Koesten, Hirschman & Crabtree, Inc. and working at Aspyre Wealth Partners, a team of nine advisors based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services alongside portfolio management, implementing strategies that combine active and passive investments grounded in Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Connor A

CFP®, Series 66

Overland Park, KS

Aspyre Wealth Partners

Connor Anderson is a CFP® professional with 10 years of industry experience. He is currently with Aspyre Wealth Partners, where he has worked since 2026. His prior experience includes roles at Charles Schwab Bank, CHARLES SCHWAB & CO., Inc, Edward Jones, and Wells Fargo Advisors. Aspyre Wealth Partners offers financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services with portfolio management, employing a mix of active and passive strategies based on Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Matthew S

CFP®, Series 63, Series 65

Overland Park, KS

Aspyre Wealth Partners

Matthew Starkey is a CFP® professional with 28 years of industry experience, currently serving at KoesTen Hirschmann & Crabtree, Inc. since 1998. He holds Series 63 and Series 65 licenses and is based in Overland Park, KS. He is part of Aspyre Wealth Partners, a team of nine advisors offering financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment strategies within a broader service model that includes accounting and human capital services such as executive coaching and career transition planning.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Stewart K

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Aspyre Wealth Partners

Stewart Koesten is a CFP® and ChFC® with 29 years of industry experience. He has been with KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of financial advising, he serves as president of Executive Agents, Inc., which provides evaluation and negotiation services for corporate executives' compensation agreements, and he is also the owner of Eljay’s Rivermarket Coffee House in Kansas City, MO. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and other business entities. The firm offers a combination of active and passive portfolio strategies alongside accounting and human capital services, including executive coaching and career transition planning.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Joslyn B

Series 65

Overland Park, KS

Aspyre Wealth Partners

Joslyn Boyd is a financial advisor at Aspyre Wealth Partners with a Series 65 designation and two years of industry experience. Prior to joining Aspyre Wealth Partners, Joslyn worked at Raymond James and Associates and LPL Financial, as well as at UBS Financial Services. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services with investment advice, employing a mix of active and passive strategies based on Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Angelina S

Series 63, Series 65

Overland Park, KS

Aspyre Wealth Partners

Angelina Schuman is a financial advisor at Aspyre Wealth Partners with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities. Outside of her advisory role, she has experience in entrepreneurial ventures, including involvement with Liquidbread Brewing Company LLC. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers a broad range of services including accounting and human capital services, and it implements investment strategies combining active and passive approaches based on Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Joni L

CFP®, Series 65

Overland Park, KS

Aspyre Wealth Partners

Joni Lindquist is a CFP® with 12 years of industry experience, currently serving at Aspyre Wealth Partners in Overland Park, KS. She has worked at KHC Wealth Management since 2007. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates portfolio management with accounting services and human capital offerings, using a mix of active and passive strategies guided by Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Melissa R

Series 65

Overland Park, KS

Aspyre Wealth Partners

Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 11 years of industry experience. She holds a Series 65 designation and has been with KHC Wealth Management since 2013. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates accounting and human capital services with portfolio management, using a mix of active and passive strategies based on Modern Portfolio Theory.

Wealth management Active portfolio management Passive / index investing Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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