Stepp & Rothwell

Financial Services • Overland Park, Kansas, United States • 21-50 Employees

Company overview

Headquarters	7300 College Blvd, Overland Park, Kansas 66210, US
Phone number	+18885074800
Website	steppandrothwell.com
NAICS	52
SIC	628
Keywords	Holistic Financial Planning, Insurance Planning & Risk Management, Income Tax Planning & Optimization
Founded	1992
Employees	21-50
Socials

Key Contact at Stepp & Rothwell

Howard Rothwell

Founder

Stepp & Rothwell Email Formats

Stepp & Rothwell uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@steppandrothwell.com), used 51.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@steppandrothwell.com	51.7%
{first name}{last name}	johndoe@steppandrothwell.com	34.5%
{first initial}.{last name}	j.doe@steppandrothwell.com	6.9%
{last name}{last name}	doedoe@steppandrothwell.com	6.9%

About Stepp & Rothwell

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Stepp & Rothwell revenue & valuation

Annual revenue	$4,500,000
Revenue per employee	$196,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,400,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Stepp & Rothwell has 17 employees across 4 departments.

Departments

Number of employees

Funding Data

Stepp & Rothwell has never raised funding before.

Stepp & Rothwell Tech Stack

Discover the technologies and tools that power Stepp & Rothwell's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Vimeo

Video players

Microsoft 365

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Yoast SEO

SEO

Google Tag Manager

Tag managers

Nginx

Reverse proxies

WP Engine

Hosting

wpBakery

Page builders

Frequently asked questions

Stepp & Rothwell is located in Overland Park, Kansas, US.

You can reach Stepp & Rothwell at +18885074800.

Stepp & Rothwell was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.

Stepp & Rothwell has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stepp & Rothwell

Howard Rothwell

Founder

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