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Yes, we act as a fiduciary for our clients 100% of the time. That means any advice, guidance, or management strategies we implement for clients is always done in their best interest. We are not compensated for selling products or generating commissions (we think that’s the right way to do things).

We are a fee-only firm, meaning our revenue comes solely from the transparent fees our clients pay us. 

Those fees are either $1,750 per quarter or a percentage of the assets that we manage for them, whichever is greater. We may offer guidance on accounts like 401(k)’s or 403(b)’s, but if we’re not directly managing those accounts, they aren’t included in that total asset calculation. 

Regardless of how much a client pays, our goal is to create a great experience and to help them with ongoing retirement, tax, risk review and cashflow planning, in addition to investment management. 

Note: Fee structures are subject to change; please refer to our Form ADV or contact us for the most current schedule.

You have a vision for your future, but the path to get there often seems complex. At Oread Wealth Partners, we help you bridge the gap between where you are now and where you want to be by aligning your finances with what’s important in your life.

We help you solve the 10 critical problems that stand between you and financial independence:

1. Income Sustainability: How much portfolio income will you actually require to maintain your lifestyle in retirement?
2. Timeline Clarity: When can you realistically retire or exit your business?
3. Risk Exposure: How much risk are you taking in your portfolio, and does it align with your actual risk capacity?
4. Savings Efficiency: Are you saving enough, and more importantly, are you saving in the right accounts (Taxable vs. Tax-Advantaged)?
5. Investment Strategy: Is your investment strategy evidence-based and customized, or are you chasing performance, headlines or picking random stocks?
6. Financial Monitoring: Who is monitoring your financial health, and how frequently are adjustments made?
7. Opportunity Evaluation: Do you have a framework for evaluating new opportunities (like buying into a practice or real estate) to ensure they fit your goals?
8. Asset Protection: Do you have the right safeguards in place to protect your family and your assets from unforeseen events?
9. Tax Mitigation: Are you paying more in taxes than necessary, both now and in the future?
10. Defined Objectives: Do you have a documented financial plan that serves as your roadmap?

Answering these questions creates the foundation you need to make wise decisions for your practice, your business, and your family.

We believe in customized, evidence-based investing focused on managing risk and tax efficiency. We do not use "cookie-cutter" models. Because we specialize in working with high-income earners and business owners, our strategy emphasizes:

• Tax Mitigation: Keeping more of what you earn.
• Asset Location: Placing investments in the right accounts (IRA vs. Taxable) to maximize after-tax returns.
• Diversification: Building diversified portfolios that align with your specific financial plan & risk tolerance.

We want to work with clients wherever they are, figuratively or literally. Our clients live across the country & we’re happy to accommodate meeting in person or virtually.

We want to work with clients wherever they are, figuratively or literally. Our clients live across the country & we’re happy to accommodate meeting in person or virtually.

The financial industry is crowded with salespeople masquerading as “advisors”. We built Oread Wealth Partners on a simple premise: You deserve more.

Here is how we distinguish ourselves from the typical "wealth manager":

1. The Education & Business Edge (JD + MBA)

Most financial advisors have a background in sales. Our founder, Scott Sturgeon, holds both a Law Degree (JD) and a Master of Business Administration (MBA), in addition to being a CERTIFIED FINANCIAL PLANNER™.

• Why this matters: Wealth management for physicians and business owners is rarely just about "stocks and bonds." It involves complexity, estate laws, tax codes, and coordinating multiple strategies at once. We offer perspectives & implementation that most advisors simply don't possess.

2. True Fiduciary & Fee-Only (No "Fine Print")

Many firms claim to be fiduciaries but are actually "hybrid" or "fee-based"—meaning they can switch hats and sell you commission-heavy insurance products when it suits them.

• The Oread Wealth Difference: We are 100% Fee-Only. We do not sell products, we do not accept commissions, and we do not take kickbacks. Our advice is objective, factoring in your needs & goals, not meeting a sales quota.

3. We Don’t Just "Manage Money." We Manage Complexity.

If you are a W-2 employee with a 401(k), a robo-advisor might be fine. But our clients—Physicians and Entrepreneurs—face unique challenges that require specialized solutions.

• For Physicians: We navigate tax planning, practice buy-ins, and asset protection.
• For Business Owners: We handle cash flow planning, retirement planning, and exit planning.
• For Retirees: We specialize in tax-efficient withdrawal strategies (decumulation) that fit your long-term plans, ensuring you keep more of what you earned.

4. The "Identify, Construct, Implement" Framework

We don't believe in the "set it and forget it" model. We use a proprietary three-step process to ensure your plan evolves with your life:

• Identify: We dig deep to uncover not just your financial goals, but your life's "why."
• Construct: We build a custom financial plan that integrates tax, insurance, and investment strategies.
• Implement: We proactively manage the plan, coordinating with your CPA and attorney to ensure things are getting done!

5. Local Roots, National Reach

We are deeply rooted in the Kansas City and Leawood community (Rock Chalk!), but our technology allows us to serve clients effortlessly across the country. We combine the high-touch relationship of a local boutique firm with the digital efficiency of a modern tech company.

We provide comprehensive Wealth Management, Financial Planning, and Business Consulting. Our financial planning process goes beyond simple investment advice. Our core services include:

• Retirement Planning: Cash flow analysis and income modeling.
• Tax Planning: Proactive strategies to lower lifetime tax liability.
• Business Advisory: Cash management, retirement plans, equity consulting, valuation analysis, and exit planning.
• Estate Planning: collaborative work with attorneys & providers to protect your legacy.