Mokan Wealth Management
MOKAN Wealth Management is a fee-only, SEC-registered investment adviser in Overland Park, Kansas, that provides tax-first retirement planning for 401(k) and IRA millionaires within ten years of retirement, using its proprietary Retire Ready Roadmap™ and Rothification Method™.
- Company typePrivate
- Founded2013
- HeadquartersOverland Park, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Mokan Wealth Management does
MOKAN Wealth Management is a fee-only, SEC-registered investment adviser headquartered at 14221 Metcalf Ave in Overland Park, Kansas, founded by Kyle Hammerschmidt. The firm serves a narrow high-net-worth segment: individuals with $2M or more in combined 401(k) and IRA balances who are within ten years of retirement. Its core offering is the Retire Ready Roadmap™, a tax-first retirement planning system built on the proprietary Rothification Method™, which coordinates income, investments, healthcare, and legacy planning into a single plan with Roth conversion optimization as the organizing principle.
The service is delivered through a planning-first, two-stage engagement model: an initial one-time financial plan (Stage 1) followed by an ongoing advisory partnership that executes the plan and recalibrates it as tax laws and life circumstances change (Stage 2). The firm does not sell software, an app, an API, or discrete product modules; the offering is human-delivered advisory work, with pricing disclosed only via Form ADV Part 2A and not publicly published on the website.
MOKAN's go-to-market is content-led rather than institutionally distributed. The firm runs a monthly contributor column on Kiplinger covering retirement tax topics (Social Security timing, Roth conversions, IRMAA), operates two YouTube channels (Real Retirement Talk and Retire with Megan), publishes the Tax-Proof Weekly newsletter, and uses an Amazon bestseller book of the same name as a top-of-funnel lead magnet. The firm is founder-owned, privately held, with no disclosed investors, partners, subsidiaries, or headcount data in the source material.
Mokan Wealth Management firmographics
Firmographics- Name
- Mokan Wealth Management
- Legal name
- MOKAN Wealth Management
- Website
- https://mokanwealth.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MOKAN Wealth Management is a fee-only, SEC-registered investment adviser in Overland Park, Kansas, that provides tax-first retirement planning for 401(k) and IRA millionaires within ten years of retirement, using its proprietary Retire Ready Roadmap™ and Rothification Method™.
- Ownership category
- akta.pro rank
Mokan Wealth Management industry classification
Industry- Product category
- Retirement Wealth Advisory
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)
Keywords
Where Mokan Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Mokan Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Financial Planning Services: One-time financial plan creation as the first commitment, followed by ongoing advisory services. The firm describes a 'planning-first approach' with a 2nd commitment to work with MOKAN ongoing, suggesting tiered fee structure with initial planning fee and recurring advisory fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Initial financial plan creation followed by ongoing advisory partnership |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Mokan Wealth Management product offering
Product offeringCore offering
MOKAN Wealth Management is an SEC-registered investment adviser that delivers tax-first retirement planning services to high-net-worth individuals with $2M or more in 401(k) and IRA accounts who are within 10 years of retirement. The firm uses its proprietary Retire Ready Roadmap™ system and Rothification Method™ to coordinate income, investments, healthcare, and legacy planning into one tax-proof retirement plan, delivered through a planning-first engagement model.
Product overview
Mokan Wealth Management offers a single unified service: The Retire Ready Roadmap™, a tax-first retirement planning system built specifically for high-net-worth individuals with $2M or more in retirement accounts who are within 10 years of retirement. The system uses the proprietary Rothification Method™ to coordinate income planning, investment strategy, healthcare planning, and legacy planning into one integrated tax-proof plan. The company also publishes a book titled 'The Retire Ready Roadmap™' and offers a weekly newsletter called 'Tax-Proof Weekly' with tax-smart retirement strategies. There are no discrete software modules, add-on products, or platform architecture—the offering is advisory-service based, delivered through a structured timeline process: Fit (initial consultation), Plan (strategy development), and Action (execution and ongoing management).
Differentiator
Problem solved
Functional benefit
Brands
- Retire Ready Roadmap™: A tax-first retirement planning system designed to help 401(k) and IRA millionaires tax-proof their retirement using the Rothification Method™.
- Rothification Method™
Products and services
- The Retire Ready Roadmap™
Companies that use Mokan Wealth Management
Customer profileSegments1 record
Ideal customer profiles1 record
Mokan Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Mokan Wealth Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Mokan Wealth Management competitors and assessment
Company assessmentEmerging players
- FP Alpha: AI-driven tax and estate planning platform for financial advisors. Comparable adjacency in the tax-first retirement planning niche as an enabling technology that competes with human advisory at scale.
- Holistiplan: Tax-planning software purpose-built for financial advisors handling retirement tax topics such as Roth conversions and IRMAA. Comparable because it operates in the same tax-first retirement niche and is increasingly used by RIAs competing against Mokan's offering.
- Income Lab: Retirement income planning tool focused on sustainable withdrawals, Social Security timing, and tax-efficient drawdown. Comparable overlap with Mokan's retirement-income coordination and Social Security timing services for HNW retirees.
- Boldin (formerly NewRetirement): Retirement planning platform that targets 401(k)/IRA-rich households with tax-aware cash-flow modeling. Comparable because it overlaps with Mokan's Retire Ready Roadmap™ on integrated income/tax/healthcare/legacy planning, though delivered via software rather than human advisory.
- Kitces.com: Leading independent research and content site for financial advisors covering retirement, tax, and planning topics. Comparable as a thought-leadership/media brand that competes for the same audience attention as Mokan's Kiplinger column and YouTube channels.
Broad incumbents
- Carson Group: RIA support platform serving thousands of financial advisors with retirement, tax, and business-coaching services. Comparable as a broad incumbent in the RIA retirement advisory space that competes for the same HNW households via partner advisors.
- Edelman Financial Engines: Large national RIA serving retirement-plan participants and HNW individuals. Comparable as an incumbent with overlapping retirement planning and tax-aware services, but at vastly greater scale and broader portfolio than Mokan's niche offering.
- Fisher Investments: Large global investment manager serving HNW and institutional clients with portfolio management services. Comparable as an incumbent serving the same $2M+ retiree client profile, though focused primarily on investment management rather than tax-first planning.
Direct peers
- Define Financial: Tax-focused RIA serving HNW clients with retirement and tax planning needs. Comparable because both firms position tax-aware planning (rather than market performance) as their primary wedge for HNW households nearing retirement.
- Taylor Schulte (Taylor Schulte LLC): Founder-led tax-first advisory brand with strong content marketing presence. Comparable in positioning, founder-as-spokesperson marketing model, and tax-planning differentiation vs. traditional advisors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Mokan Wealth Management social profiles
Digital presenceMokan Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mokan Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Mokan Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mokan Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mokan Wealth Management
What does Mokan Wealth Management do?
MOKAN Wealth Management is an SEC-registered investment adviser that delivers tax-first retirement planning services to high-net-worth individuals with $2M or more in 401(k) and IRA accounts who are within 10 years of retirement. The firm uses its proprietary Retire Ready Roadmap™ system and Rothification Method™ to coordinate income, investments, healthcare, and legacy planning into one tax-proof retirement plan, delivered through a planning-first engagement model.
Is Mokan Wealth Management a public or private company?
Mokan Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mokan Wealth Management founded?
Mokan Wealth Management was founded in 2013. It employs 1 to 10 people.
Where is Mokan Wealth Management based?
Mokan Wealth Management is headquartered in Overland Park, United States, in the North America region.
How does Mokan Wealth Management make money?
One revenue line is on record: financial Planning Services.
Who are Mokan Wealth Management's main competitors?
Emerging players on record are FP Alpha, Holistiplan, Income Lab, Boldin (formerly NewRetirement) and Kitces.com. Broad incumbents are Carson Group, Edelman Financial Engines and Fisher Investments. Direct peers are Define Financial and Taylor Schulte (Taylor Schulte LLC).
Does Mokan Wealth Management have an API?
No public API is recorded for Mokan Wealth Management.
What industry is Mokan Wealth Management in?
Mokan Wealth Management's product category is Retirement Wealth Advisory. Its primary akta.pro industry code is FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 52394 and its SIC code is 6282.