Roadmap Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Roadmap Wealth Management provides discretionary wealth management and separate financial planning to individuals, business owners, retirement plans and trusts. The firm implements client plans primarily through no‑load mutual funds and exchange‑traded funds, with individual stocks and bonds used when appropriate, and charges asset‑based advisory fees and hourly financial planning fees.
The firm develops a personalized "financial roadmap" for each client that sets risk tolerance, time horizon and target asset allocation, and then implements diversified portfolios it monitors on an ongoing basis. Reviews are scheduled at least annually (with in‑person meetings) and more frequently as needed; the firm relies on fund‑level analysis and Morningstar research, manages accounts on a discretionary basis, and does not aggregate trades when placing orders.
Noteworthy features include a stated $500,000 minimum account requirement (subject to waiver), which tends to concentrate the client base toward larger portfolios, and the primary investment professional’s long tenure and CFP® and ChFC® credentials. The firm does not vote client proxies on clients’ behalf, does not participate in soft‑dollar or performance‑based arrangements, and conducts compliance and account reviews internally.
Client services
Expertise
Occupation focus
Fee options
$0 - $3 million: 1.00% annually $3 million+: 0.85% annually
$250 per hour for financial planning services
Account minimum: $500,000
Main office
Overland Park KS
Advisors at this office
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
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