Wichita Wealth Management, LLC

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.