Gaughan & Connealy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gaughan & Connealy Wealth Management advises individuals and high-net-worth clients, providing investment advisory services primarily by identifying and directing clients to third‑party investment advisers rather than managing securities in-house. The firm offers the same suite of services to all clients and acknowledges fiduciary duties when advising on retirement accounts.
The firm’s investment approach relies on modern portfolio theory and a long‑term buy‑and‑hold orientation, implemented through selected outside managers who handle day‑to‑day security selection. GCWM does not exercise investment discretion or report regulatory assets under management; instead it is compensated via negotiated fee‑sharing arrangements with the third‑party advisers (with most clients directed to a specific manager and others potentially referred to AssetMark).
Noteworthy distinctions include that the firm’s principals are licensed attorneys and may provide legal services outside the advisory business, a relationship the brochure discloses as a potential conflict of interest. The practice is small and advisory‑focused (two advisors and about 30 clients), operates without wrap fee programs or performance‑based fees, and relies on custodial withdrawals and third‑party managers for fee collection rather than direct custody or discretionary portfolio management.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.99% (GCWM) + 0.35% (EA or AssetMark) = 1.34% total $1,000,000 - $2,000,000: 0.99% (GCWM) + 0.30% (EA or AssetMark) = 1.29% total $2,000,000 - $4,000,000: 0.99% (GCWM) + 0.25% (EA or AssetMark) = 1.24% total $4,000,000 - $10,000,000: 0.99% (GCWM) + 0.20% (EA or AssetMark) = 1.19% total $10,000,000+: 0.99% (GCWM) + 0.15% (EA or AssetMark) = 1.14% total
Fee-only: Fees shared as negotiated percentage of AUM, paid via third-party adviser (Efficient Advisors or AssetMark)
Main office
4400 College Boulevard, Suite 190
Overland Park KS 66211
Advisors at this office
2
Most active in
Kansas · Missouri
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Christopher G
Series 65
Overland Park, KS
Gaughan & Connealy Wealth Management, LLC
Christopher Gaughan is a financial advisor with Gaughan & Connealy Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Gaughan & Connealy Wealth Management since 2017 and has been affiliated with Gaughan & Connealy, LLC since 2011. Gaughan is also a licensed attorney and insurance agent, occasionally providing clients with legal advice and insurance products outside his advisory role. Gaughan & Connealy Wealth Management serves individual and high-net-worth clients through a small advisory team, focusing on financial planning and investment advisory services. The firm emphasizes long-term investing and modern portfolio theory, directing clients to third-party managers for portfolio implementation while conducting due diligence and ongoing performance reviews.
Kerry C
Series 65
Overland Park, KS
Gaughan & Connealy Wealth Management, LLC
Kerry Connealy is a financial advisor at Gaughan & Connealy Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. In addition to his advisory role, Connealy is a licensed attorney and insurance agent, occasionally offering clients legal advice and insurance products. Gaughan & Connealy Wealth Management serves individual and high-net-worth clients through a small team and a limited client base. The firm focuses on financial planning and investment advisory services, directing clients to third-party managers for portfolio implementation while emphasizing long-term investing and modern portfolio theory.
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