wiseradvisor

Find Best Financial Advisors in Kansas

Advisor Match Advisor Match

A densely populated state like Kansas has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Kansas and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Kansas
Last Updated - 25-Jun-2022

Kansas has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 619 non-vetted advisors in your local area. These financial advisors in Kansas have an average of 25 years of experience.

NOTE: The list of financial advisors in Kansas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Kansas.

List of Qualified Financial Advisors in Kansas
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Claiborne
ChFC®, CFS, CLU®
FINANCIAL PARTNERS GROUP
10925 Antioch Road,
Suite 100,
Overland Park, KS 66210
28 115000000 Not Specified Fee-Based
Timothy Walla
CFP®, CFEd®
WALLA STREET WEALTH MANAGEMENT, INC.
8102 West 131st Court, Suite 1000,
Overland Park, KS 66213
23 $145,000,000+ $50.000+ Fee-Based
Alex Petrovic
CFP®
PETROVIC FINANCIAL SERVICES
4200 Somerset Dr,
Suite 217,
Prairie Village, KS 66208
17 $162,000,000 $500,000 Fee-Only
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS
6201 College Boulevard,
7th Floor,
Overland Park, KS 66211
16 Not Specified Not Specified Fee-Only
Darrin Wolff
AAMS®
EDELMAN FINANCIAL ENGINES, LLC
11095 Metcalf Avenue,
Overland Park, KS 66210
29 Not Specified Not Specified Fee-Based
Jay Steinbock
RFC®
SUMMIT POINTE FINANCIAL GROUP.
10965 Granda Lane,
Suite 106,
Shawnee Mission, KS 66211
32 Not Specified None Fee-Based
Steven Cox
CFA®
PROVIDENCE FINANCIAL ADVISORS, LLC
6900 College Blvd. Suite 440,
Overland Park, KS 66211
35 78000000+ $100,000 Fee-Only
Creative Planning
CREATIVE PLANNING
5454 W 110th Street,
Overland Park, KS 66211
Not Disclosed $224,627,486,308** Not Specified Fee-Based

Information on Qualified Financial Advisors in Kansas

Qualifications CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 10925 Antioch Road,
Suite 100,
Overland Park,
KS
66210
Phone Number 913-948-9489

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Planning


Qualifications CRD# 4122373
Firm CRD# 14869
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 8102 West 131st Court, Suite 1000,
Overland Park,
KS
66213
Phone Number 913-543-3836

Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 23 years experience managing investment, retirement, tax, and estate plans for individual and family wealth. The focus of Tim's practice is on reducing risk and optimizing returns for retirees, engineers, executives, doctors, business owners and professional athletes. He is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005). Call 913-543-3836 or click to schedule a Free 15-Minute "Ask Anything" Phone Call with Tim.

About Walla Street Wealth Management, Inc.

Walla Street Wealth Management, Inc. is an independent financial services firm providing professional advice in the areas of investment management, tax planning strategies, retirement planning, and estate planning. Our team has 50+ years experience in personal wealth planning and serves as a fiduciary by providing each of our clients with objective financial guidance, clearly communicating our recommendations, and proactively guiding our clients to achieve their financial goals. As an independent advisor you can be certain that the strategies, products and services we recommend to you are the most competitive in the industry. At Walla Street Wealth Management, Inc., we have no quotas to meet, no proprietary products to sell, and no hidden relationships with other companies that prevent us from working solely in your best interest. We take a comprehensive approach to your planning. It's vital that we both clearly understand the "why" behind your plan and "what" your wealth means to you. Through our comprehensive planning process, we will clearly discover "how" to help you achieve each of your financial goals and objectives.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4934721
Firm CRD# 273039
Series 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 4200 Somerset Dr,
Suite 217,
Prairie Village,
KS
66208
Phone Number 913-385-5523

Alex Petrovic, III is the president and owner of Petrovic Financial Services, a fee only financial planning and investment management firm. He is a Certified Financial Planner" professional with 17 years of experience and is a third-generation financial advisor. Within the past five years he was chosen to be successor for two long-time advisors and formed his own firm. Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in Finance and a minor in economics. Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners". He is also a member of the National Association of Personal Financial Advisors (NAPFA). He has been a Rotarian since 2007 and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. Alex and his wife, Dasha, have a playful, happy 6 year-old named Benjamin and a new baby boy, Alex, IV (aka Winky).

About Petrovic Financial Services

We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation. Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families. We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4734166
Firm CRD# 288712
Series 6, 63, 65

Compensation/Fee Fee-Only


Office Location 6201 College Boulevard,
7th Floor,
Overland Park,
KS
66211
Phone Number 913-491-6226

With more than eight years as an executive in the financial services industry, Joe Harrish chose to join Prime Capital Investment Advisors (PCIA) as a financial advisor so that he could apply his experience to the work of helping investors achieve their life's ambitions. In his role, Joe helps higher net-worth individuals, medical professionals and business owners establish and achieve their financial goals while leaving a positive legacy for the people they love. He uses a team-based approach to planning in order to most effectively accomplish the financial dreams of his clients. Joe started his career at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, a role that sent him across the U.S. conducting investment seminars and helping people with their financial plans. Joe was simultaneously involved with the business operations of both companies. After eight years of managing more than 270 Registered Representatives and two businesses, Joe developed an ideal foundation for starting his career as a financial advisor. Joe believes investing is an emotional process, one that requires working with someone you trust who puts your interests first. As a fiduciary, Joe is bound by a duty to put his clients' personal interests above all else. Joe's attention to detail, aptitude for listening and, above all, deep empathy are symbols of his appreciation for the clients he serves. He is supported by an experienced team of administrative, group benefits and investment products specialists. The team consistently exceeds client expectations with exceptional customer service focused on building lifelong relationships. Joe has spent his entire life building meaningful relationships in the military and civilian communities. He spent 22 years as a highly decorated active-duty officer in the Air Force, where he won numerous awards at every level. Having been named the Air Force's #1 Services Company Grade Officer of the Year, Joe exemplifies one of the most important Air Force core values, "Excellence is all we do".

About Prime Capital Investment Advisors

Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.


Qualifications CRD# 2401672
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 11095 Metcalf Avenue,
Overland Park,
KS
66210
Phone Number 913-901-4073

I have over 29 years of experience in the financial services industry serving individuals, families and business owners. My clients and their families are my concern and most become good friends. Money is not everything, it is a tool. But it's always nice to have a hammer around when you need one!

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1780145
Firm CRD# 2936
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS
66211
Phone Number 913-339-6982

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Summit Pointe Financial Group we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Insurance Products & Annuities


Qualifications CRD# 2084626
Firm CRD# 124839
Series 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 6900 College Blvd. Suite 440,
Overland Park,
KS
66211
Phone Number 913-323-0535

About Providence Financial Advisors, LLC

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals and then implementing an investment strategy within that framework. Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients. Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 105348

Compensation/Fee Fee-Based, Based on Assets


Office Location 5454 W 110th Street,
Overland Park,
KS
66211
Phone Number 866-273-2848

About Creative Planning

All the expertise. All the advice you need. All in-house. At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.

In-House Expertise for Every Piece of Your Financial Picture

Our approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals all working together to give you the highest probability of achieving your goals. And as your life changes, we'll be here to meet your changing needs. What you can expect from Creative Planning - Fierce advocate looking out for your best interests - Wealth Managers who sit on the same side of the table to select the best investments for you - We don't sell or earn commissions on investment products - Planning-led approach that makes your money work as hard as it can for you, every day, year in and year out - A richer journey along the way to your goals a way to enjoy your wealth today

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Kansas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Kornitzer Capital Management, Inc.
5420 West 61st Place,
Shawnee Mission, KS 66205-3084
$7,482,597,861 4931 A percentage of AUM
Fixed fees
Rocky Mountain Advisers, Llc
2121 E. Crawford Place,
Salina, KS 67401
$2,086,541,387 331 A percentage of AUM
Hourly charges
Two West Capital Advisors Llc
10975 Benson Drive , Corporate Woods, Bldg. 12, Ste. 560,
Overland Park, KS 66210
$2,079,972,987 394 A percentage of AUM
Fixed fees
Columbia Capital Management, Llc
6700 Antioch , Suite 250,
Merriam, KS 66204
$1,035,446,086 58 A percentage of AUM
Fixed fees
Keen Wealth Advisors
6201 College Blvd., Suite 325,
Overland Park, KS 66211
$780,517,070 1927 A percentage of AUM
Hourly charges
Fixed fees
Redstone Advisors Inc
8100 E 22nd St N , Bldg 800,
Wichita, KS 67226-2308
$545,820,712 146 A percentage of AUM
Fixed fees
Whetstone Capital Advisors
2001 Shawnee Mission Parkway,
Mission Woods, KS 66205
$534,690,999 5 A percentage of AUM
Performance Based
Integrated Wealth Advisory Services, Inc.
4400 W. 109th Street , Suite 250,
Overland Park, KS 66211
$391,027,801 1744 A percentage of AUM
Hourly charges
Integrity Advisory, Llc
12721 Metcalf Ave Suite 202,
Overland Park, KS 66213
$278,445,807 954 A percentage of AUM
Hourly charges
Fixed fees
Cornerstone Advisors
6540 Sw 10th Avenue,
Topeka, KS 66615
$225,729,500 1090 A percentage of AUM
Hourly charges
Lumia Wealth, Llc
6420 West 95th Street , Ste 202,
Overland Park, KS 66212-1434
$207,036,385 513 A percentage of AUM
Fixed fees
The Etf Store, Inc.
7300 West 110th Street , Suite 870,
Overland Park, KS 66210
$201,954,721 979 A percentage of AUM
Hourly charges
Fixed fees
Danda Trouve Investment Management, Inc.
8201 Mission Road , Suite 200,
Prairie Village, KS 66208
$135,720,144 298 A percentage of AUM
Other (FEES FOR TRUSTEE AND CONSULTING SERVICES FOR PORTFOLIO FAMILIES)
Cornerstone Securities Llc
6710 W 121st St,
Overland Park, KS 66209
$78,000,000 493 A percentage of AUM
Hourly charges
Fixed fees
Spari, Inc.
1011 Poyntz Avenue,
Manhattan, KS 66502
$0 0 Fixed fees

    List of Additional Advisors in Kansas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Crews
    Inquire with Adam
    5700 W 112th St, Ste 130, Overland Park, KS  66211 913-491-5400
    Anita Miller
    Inquire with Anita
    101 S Buckeye Ave, Abilene, KS  67410 785-263-0700
    Angela M Holt
    Inquire with Angela
    101 S Buckeye Ave, Abilene, KS  67410 785-263-0700
    Brett Bell
    Inquire with Brett
    8118 E Douglas Ave, Ste 101, Wichita, KS  67206 316-440-8096
    Bruce Mullen
    Inquire with Bruce
    328 W State St, Erie, KS  66733 620-244-5213
    AMICUS Wealth Partners
    Inquire with AMICUS
    923 Westport Place, Suite 230, Manhattan, KS  66502 785-587-9033
    Best Financial Services
    Inquire with Best
    9401 Indian Creek Parkway, Suite 630, Overland Park, KS  66210 913-393-0399
    Andrew H. Sigler
    Inquire with Andrew
    11161 Overbrook Rd., Ste 225, Leawood, KS  66211 913-402-5228
    Brandon Turner
    Inquire with Brandon
    4550 W 109th St, Ste 200, Overland Park, KS  66211 913-451-2811
    Austin W Gates
    Inquire with Austin
    11161 Overbrook Rd., Ste 225, Leawood, KS  66211 913-402-5268
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Kansas?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?