Advisor at Steffes Financial, Ltd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Steffes Financial, Ltd
Location
Overland Park, KS 66210
Credentials
CFP®, Series 65
Industry experience
4 years
Grant Steffes is a CFP® and holds a Series 65 license, currently serving as an advisor at Steffes Financial, Ltd. He has four years of industry experience, including four years at Ernst & Young, LLP prior to joining Steffes Financial. The firm serves individuals, pension and profit-sharing plans, and corporate entities, managing over $537 million in client assets across approximately 214 relationships. Steffes Financial provides discretionary portfolio management, retirement plan advisory, and hourly financial planning, typically managing accounts on a discretionary basis with an approach that includes strategic rebalancing and tactical asset allocation.
Based on Steffes Financial, Ltd
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.40% annually
Financial planning and consulting services charged hourly between $200 and $300, fees payable upon completion
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for advisory management clients; minimum annual consulting fee of $4,000 for qualified retirement plans Fee-only: Hourly financial planning fees ranging from $200 to $300 per hour, adjustable based on client complexity
8655 College Blvd, Suite 101
Overland Park, KS 66210
Kansas · Texas
Steffes Financial, Ltd.
2021 - Present (5 years)
Steffes Financial, Ltd.
2020 - 2021 (1 year)
Ernst & Young, LLP
2016 - 2020 (4 years)
Unemployed
2016 - 2016 (1 year)
Texas Christian University
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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