Wichita Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual investors, couples, families and small businesses, providing ongoing wealth management, financial planning and retirement-plan services; like many peers it works with both non-HNW and high-net-worth households and offers portfolio management for individual accounts. It operates as a fee-only fiduciary and does not sell insurance products or accept commissions for investment recommendations.
The firm’s investment approach emphasizes asset allocation and a fundamental, long-term buy-and-hold philosophy implemented primarily with no-load mutual funds and ETFs, and it typically manages client accounts on a discretionary basis. Advisory work is tailored to each household and includes comprehensive planning across retirement, college funding, business succession and various life events, plus implementation of employer retirement plans and 529 college-savings solutions.
Notable features for a single-advisor practice include managing roughly $58.5 million across its client base and requiring the use of a designated processing/custodial platform for its managed accounts while also supporting assets held at other custodians. The firm offers a wrap-fee option, discloses occasional receipt of non-monetary benefits from service providers, and uses third‑party technology and AI tools with documented due diligence, access controls and oversight to support research and client reporting.
Client services
Expertise
Occupation focus
Fee options
Flat fee for financial plan or advice typically ranges from $3,000 to $15,000.
0.50% to 1.50% annually based on household asset level; exact rate depends on complexity, account type, and services requested
Account minimum: $250,000 Fee-only: Flat fee for financial planning typically ranges from $3,000 to $15,000 depending on complexity and services requested.
Main office
889 N Maize Rd, Suite 109
Wichita KS 67212
Advisors at this office
1
Most active in
Kansas
Also doing business as
Stukey Financial Planning · Stukey, Jeffory L. · Wichita Wealth Management, LLC
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.
Forms ADV
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