Aspyre Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high‑net‑worth clients, trusts, estates and other business entities, offering both comprehensive planning engagements and standalone advisory services. In addition to traditional advisory work, the firm discloses in its brochure that it offers human capital services—such as executive coaching, career transition planning and compensation consulting—and provides accounting services including tax preparation and payroll support.
The firm’s investment approach is grounded in Modern Portfolio Theory and combines active and passive management where appropriate, with an Investment Committee that meets regularly to review research and a watch list. Aspyre tailors portfolios to client risk tolerance and time horizons, conducts ongoing monitoring, and schedules periodic reviews (comprehensive planning reviews at least semi‑annually and portfolio reviews at least quarterly), with discretionary management available.
What distinguishes Aspyre from many peers is the integration of in‑house accounting capabilities and human capital consulting alongside wealth management, a mix the brochure identifies separately from core advisory services and which is less common among similar team firms. The brochure also notes the firm accepts vendor support for educational conferences and client events, documents trade‑error policies, and maintains compliance controls including surprise custody examinations and an Investment and Compliance Committee structure.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services generally range from $4,000 to $10,000.
$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% Above $10,000,000+: 0.50%
Hourly fee rates for financial planning and consulting services generally range from $150 to $500 per hour.
Monthly fee range of $100 to $200 for continued Financial Planning Services (for clients with investable net worth less than $500,000 or younger than 40 years old).
Account minimum: $250,000 Minimum fee: $3,000 minimum annual fee for Investment Management Services for portfolio assets under $250,000; $7,000 minimum annual total fee for Comprehensive Financial Planning services for clients with investable net worth over $500,000 or older than 40 years old, including a minimum annual financial planning fee component of $4,000. Fee-only: Fixed fees for financial planning and consulting services generally range from $4,000 to $10,000.
Main office
See office10851 Mastin Blvd., Ste 1050
Overland Park KS 66210
Advisors at this office
6
Offices (2)
Most active in
Arizona · California · Florida · Kansas · Missouri · New Hampshire · Tennessee · Texas
Also doing business as
Aspyre Wealth Partners · Khc Executive Coaching · Khc Wealth Management · Khc Wealth Management Services · Koesten Hirschmann & Crabtree, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jessi C
CFP®, Series 65
Overland Park, KS
Aspyre Wealth Partners
Jessi Chadd is a CFP® and Series 65 credentialed financial advisor with 16 years of industry experience. She has worked at KHC Wealth Management Services since 2008. Chadd is based in Overland Park, KS, and is part of the nine-advisor team at Aspyre Wealth Partners. 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 active and passive investment management guided by an Investment Committee and integrates accounting and human capital consulting services alongside traditional wealth management.
Lucas B
CFP®
Overland Park, KS
Aspyre Wealth Partners
Lucas Bucl is a CFP® professional with 15 years of industry experience. He has been with Koesten, Hirschman & Crabtree, Inc. since 2010. Bucl is based in Overland Park, KS, and is part of a nine-advisor team at Aspyre Wealth Partners. 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 in-house accounting and human capital consulting with its advisory services, employing a mix of active and passive investment management grounded in Modern Portfolio Theory.
Matthew S
CFP®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is 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 traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.
Stewart K
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Stewart Koesten is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 29 years of industry experience and has worked at KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of advisory work, he serves as president of Executive Agents, Inc., which offers evaluation and negotiation services for executive compensation agreements, and owns a coffee house in Kansas City. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management guided by Modern Portfolio Theory and integrates accounting and human capital consulting services alongside its wealth management offerings.
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 three years of industry experience. She previously worked at Raymond James and Associates, LPL Financial, and UBS Financial Services. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, employing a blended active and passive investment approach guided by a dedicated Investment Committee.
Joni L
CFP®, Series 65
Overland Park, KS
Aspyre Wealth Partners
Joni Lindquist is a CFP® and holds a Series 65 license, with 13 years of experience in the financial services industry. She has been with KHC Wealth Management since 2007 and is currently part of the nine-advisor team at Aspyre Wealth Partners 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 in-house accounting and human capital services, such as executive coaching and compensation consulting, alongside a portfolio management approach that combines active and passive strategies based on Modern Portfolio Theory.
Melissa R
Series 65
Overland Park, KS
Aspyre Wealth Partners
Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 12 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 services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management based on Modern Portfolio Theory and integrates in-house accounting and human capital consulting services alongside wealth management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)