Roadmap Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,968,775
Clients
44
84% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$862,927
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
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Charitable giving & philanthropy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
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 location
Roadmap Wealth Management LLC
Overland Park KS, United States
Number of offices
1
Most active in
Roadmap Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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