Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
22yrs
Stuart Smith has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Overland Park, Kansas. After 19 years at ML&r Wealth Management, Stuart joined Creative Planning in 2024, a firm offering financial planning, investment management, and private fund management. Stuart holds the CPA/PFS designation.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 22% by experience at Creative Planning
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowCreative PlanningCurrent firm
- 2005 – 2024ML&r Wealth Management LLCPreviously
Contact Stuart
Local office(913) 338-2727Ask for Stuart. (866) 909-5148Main office 5454 W. 110th StreetOverland Park, KS 66211Office · Get directions X (Twitter) pageCreative Planning
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call Stuart’s local office at (913) 338-2727 or the Creative Planning main office at (866) 909-5148, and ask for Stuart Smith.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 2005, about 22 years. Top 22% by experience at Creative Planning.
What licenses does Stuart hold?
Series 65. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stuart 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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