Mokan Wealth Management

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.

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

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

• Retirement tax planning
• Wealth advisory services
• Roth conversion strategy
• Retirement income planning
• Tax-optimized investing

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core 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™

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging 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

• YouTubeyoutube.com/@RealRetirementTalk
• Facebookfacebook.com/mokanwealth
• LinkedInlinkedin.com/company/mokan-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mokan Wealth Management