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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Leawood
has
9
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
54
non-vetted advisors in your local area. These financial advisors in
Leawood,
Kansas
have an average of
23
years of experience.
NOTE: The list of vetted financial
advisors in
Leawood,
Kansas
mentioned below does 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
Leawood, Kansas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS 6201 College Boulevard, Suite 150, Overland Park, KS 66211 |
16 Years | Not Specified | $500,000 | Fee-Only |
|
Steven Cox
CFA® PROVIDENCE FINANCIAL ADVISORS, LLC 6900 College Blvd. Suite 440, Overland Park, KS 66211 |
35 Years | $78,000,000 | $100,000 | Fee-Only |
| Not Disclosed | $0 | Not Specified | Fee-Based | |
|
Alex Petrovic
CFP® PETROVIC FINANCIAL SERVICES 4200 Somerset Dr, Suite 217, Prairie Village, KS 66208 |
20 Years | $162,000,000 | $250,000 | Fee-Only |
| 15 Years | Not Specified | $100,000 | Fee-Based | |
|
James Claiborne
CLU®, CFS, ChFC® FINANCIAL PARTNERS GROUP 10925 Antioch Road, Suite 100, Overland Park, KS 66210 |
28 Years | $115,000,000 | Not Specified | Fee-Based |
|
Timothy Walla
CFP®, CFEd® WALLA STREET WEALTH MANAGEMENT, INC. 8102 West 131st Court, Suite 1000, Overland Park, KS 66213 |
23 Years | $145,000,000 | $50,000 | Fee-Based |
| 25 Years | $0 | $500,000 | Not Specified | |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Compensation/Fee Fee-Only
Office Location
6201 College Boulevard,
Suite 150,
Overland Park,
KS
66211
Phone Number
913-491-6226
Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration. Want to learn more about Joe? Visit his website: https://pciaharrish.com/
Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors 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. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2084626
Firm CRD# 124839
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6900 College Blvd. Suite 440,
Overland Park,
KS
66211
Phone Number
913-323-0535
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
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 PictureOur 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 todayAdvisory 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, Flat Fee, Based on Assets
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 20 years of experience and is a third-generation financial advisor. Within the past ten 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 toddler, Alex, IV..
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# 5246035
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
8700 Indian Creek Parkway,
Suite 100,
Overland Park,
KS
66210
Phone Number
913-956-4910
My goal is that every client leaves my office with renewed financial confidence. Through meaningful conversation, I work with clients to prioritize long-term objectives and to maximize the efficiency of their investment portfolios. My focus is to develop a plan for the rest of their working years and through retirement. This plan includes investment management, retirement income planning, social security maximization, tax analysis, and insurance planning. The market is never guaranteed and every generation has different priorities. As money passes from one generation to the next, investments should be reviewed to ensure they are appropriate to address the needs of the current owner.
nVision Wealth works with one goal in mind: give clients financial confidence by providing clarity and actionable steps toward financial independence. Confidence comes from knowing that you are taking the correct steps toward your goals and protecting your family from unknown pitfalls that could arise. We provide a holistic approach that includes financial planning, investment management, insurance planning, and estate planning. With our structure as an independent firm, we have access to numerous tools to assist in creating and implementing a financial analysis that fits your goals.
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, Insurance Products & Annuities
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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.*
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
Qualifications
CRD# 4122373
Firm CRD# 317245
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
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.
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. 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# 3197498
Firm CRD# 11111
Series 65
Office Location
4510 Belleview Ste 204,
Kansas City,
MO
64111
Phone Number
816-268-2233
Graduate of Colgate University. 20 Years Experience in Financial Markets serving institutional and retail clients. Passionate about creating strategies to allow individuals and families to reach their long term financial goals. Multi year experience in generating top down asset allocation models. Engaged in manager diligence and selection for both traditional and alternative third party managers to implement allocation strategies. Built and managed absolute return equity portfolios for hedge fund and individual SMA accounts. Use quantitative, fundamental and technical methodologies in constructing portfolios with superior risk adjusted returns. Focus on Large Cap Value and Micro and Small Cap Hyper and Broken Growth
We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
3705 Clinton Parkway,
Lawrence,
KS
66047
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 26 | 4987 | $2,411,290,333 | A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES)
|
|
| 24 | 4614 | $1,431,334,279 | A percentage of AUM, Fixed fees
|
|
| 2 | 1 | $1,166,458,604 | Other (A PERCENTAGE OF RECURRING INCOME)
|
|
| 5 | 1197 | $1,095,540,288 | A percentage of AUM, Other (RETIREMENT PLAN CONSULTING)
|
|
| 11 | 676 | $787,098,024 | A percentage of AUM
|
|
| 11 | 1713 | $527,425,037 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 387 | $296,193,936 | A percentage of AUM
|
|
| 20 | 647 | $196,196,793 | A percentage of AUM
|
|
| 2 | 76 | $145,958,903 | A percentage of AUM
|
|
| 4 | 292 | $119,860,283 | A percentage of AUM, Hourly charges, Fixed fees
|
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 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?
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.
