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Advisors / Kansas / Overland Park
26yrs

Steven Wright

Financial advisor at Onedigital

Based in Overland Park, Kansas, Steven Wright is a fiduciary financial advisor with 26 years of industry experience. Steven has been with Onedigital since 2025; before that, Steven spent 18 years at ASI Wealth Management & Consulting Services and five years at Stancorp Investment Advisers. Onedigital offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.

Overland Park, KS 66210Top 22% by experience in Overland ParkFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top 22% by experience in Overland Park
Office11101 Switzer Road Suite 200, Overland Park, KS 66210
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.19 million
Advisors at the firm389
States licensed ?1 state

Services through Onedigital

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Nov 2025 – now
    OnedigitalCurrent firm
  2. 2006 – 2024
    ASI Wealth Management & Consulting ServicesPreviously
  3. 2001 – 2006
    Stancorp Investment Advisers, Inc.Previously

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call Onedigital at (877) 742-2021 and ask for Steven Wright. Steven works from the Overland Park, KS office.

How long has Steven been a financial advisor?

Steven has been in the industry since 2000, about 26 years. Top 22% by experience in Overland Park.

What licenses does Steven hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

Onedigital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Steven for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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