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Craft & Sage Wealth
John Christy's fee-only fiduciary firm coordinates investment, tax, and retirement planning from Kansas City for clients with layered financial lives.
Craft & Sage Wealth
Craft & Sage Wealth was established in 2012 by John Christy and Megan Brenner as a fee-only fiduciary firm headquartered in Kansas City, Missouri. The practice was built to serve individuals, families, real estate investors, and business owners whose financial situations had outgrown fragmented advice. The firm’s model is anchored in coordinating investment management with tax-aware planning, retirement and income strategy, estate coordination, risk management, and real estate investing guidance under one advisory relationship. The firm deploys capital across a mix of investment strategies, retirement and income planning, and real estate guidance, structuring its services as an integrated wealth management relationship rather than product-driven transactions. Advisory services span investment strategy, tax-aware planning, estate and legacy coordination, insurance and risk management, and real estate investing guidance. While the firm does not publicly disclose specific portfolio holdings or dedicated fund vehicles, it emphasizes direct, fiduciary advice free from commissions or product incentives. The team operates from offices in Kansas City, Missouri and Topeka, Kansas, serving clients across the region. Craft & Sage Wealth fields twelve professionals, including seven wealth advisors and a dedicated Director of Investment Strategies, Dustin Palmer. Beyond its advisory team, the firm maintains a four-person administrative staff managing operations and client service. The firm added a Topeka office, expanding its Kansas-Missouri footprint. While it does not operate adjacent investment vehicles, the firm’s professional roster includes advisors holding CFP, CLU, ChFC, CIMA, and WMS designations, reflecting a structured approach to credentials across the team. Structurally, Craft & Sage Wealth operates as a fiduciary advisory practice where investment, tax, and estate decisions are coordinated rather than siloed — a posture that distinguishes it from firms that treat planning conversations as separate engagements. The firm’s succession architecture, with founding advisors working alongside a multi-generational team of CFP professionals in Kansas City and Topeka, creates a deliberate continuity structure uncommon among smaller regional wealth managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
2500 Summit Street, Suite 103, Kansas City, MO 64108
Additional offices
Topeka, KS
Principals
John T. Christy
Founder, Wealth Advisor
Megan M. Brenner
Co-Founder, Wealth Advisor
Dustin L. Palmer
Director of Investment Strategies
Sector focus
Frequently asked questions
How does Craft & Sage Wealth charge for its services?
Craft & Sage Wealth operates as a fee-only fiduciary. The firm states that its advice is delivered without commissions or product incentives, which means recommendations are made on a fee-for-service basis. This structure aligns compensation with client outcomes rather than product sales.
Who runs investment decisions at Craft & Sage Wealth?
Investment strategies are directed by Dustin Palmer, who holds the title Director of Investment Strategies and carries CFP, CIMA, and MBA credentials. He works alongside the seven wealth advisors, including founders John Christy and Megan Brenner, who maintain direct client relationships. The firm integrates investment decisions with broader financial planning across the team.
What types of clients does Craft & Sage Wealth typically serve?
The firm focuses on individuals, families, and business-minded professionals whose financial situations have become more complex. Specific client groups highlighted include real estate investors, women navigating major life transitions, business owners, and retirees or pre-retirees. The common thread is a need for coordinated planning across multiple financial dimensions.
Is Craft & Sage Wealth a single-family office or a multi-family office?
Craft & Sage Wealth is neither. It is a fee-only wealth management and financial planning firm structured as a fiduciary advisory practice. It does not operate as a single-family office or market itself as a multi-family office, though it serves multiple families and business owners under its advisory model.
Does the firm disclose assets under management or any capital deployment figures?
No. Craft & Sage Wealth does not publicly disclose assets under management, regulatory filings that would reveal AUM, or specific capital deployment figures. The firm maintains an undisclosed AUM posture common among private advisory practices at its scale.
How is the firm structured for succession and continuity?
The advisory team includes both founding principals and a broader group of credentialed advisors, including CFPs and senior wealth advisors. This multi-generational team structure, combined with a dedicated Director of Investment Strategies, provides built-in continuity beyond the founding partners. The firm lists seven wealth advisors alongside a four-person administrative and operations team.
What geographic regions does Craft & Sage Wealth cover?
The firm operates from two offices: its headquarters at 2500 Summit Street in Kansas City, Missouri, and an additional office at 3615 SW 29th Street in Topeka, Kansas. Client testimonials reference individuals in Arkansas, Kansas, and Missouri, indicating its primary service region is the broader Kansas-Missouri area and nearby states.
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