Gaughan & Connealy Wealth Management, LLC

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Client assets under management

Clients

27% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

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

Selection of other advisers

Expertise

Wealth management Passive / index investing

Fee options

Percentage

$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

Other

Fee-only: Fees shared as negotiated percentage of AUM, paid via third-party adviser (Efficient Advisors or AssetMark)

Main office location

Gaughan & Connealy Wealth Management, LLC

4400 College Boulevard,, Suite 190

Overland Park KS 66211, United States

Number of offices

Most active in

Kansas · Missouri

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

(913) 262-2000

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.

Wealth management Passive / index investing

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.

Wealth management Passive / index investing

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