Free match service | No obligation to hire
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.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Overland, Kansas is the second most populated city just outside the Kansas City metropolitan area. Overland is known as a great place to raise kids; it has affordable housing, great schools, and has been singled out as one of the best suburbs to retire in. The cost of living is almost 9% lower than the national average, making it extremely affordable compared to the rest of the country. A financial advisor could help you maximize your finances and help you accumulate some wealth by providing you with the right financial advice. There are over 2,000 financial advisors in Overland, and finding the right advisor for you may seem challenging. With so many options to choose from, how do you find the right financial advisor for you? At WiserAdvisor we specialize in connecting people like you with vetted financial advisors. Our free match tool connects you to 2-3 fiduciary financial advisors that will work with your specific financial goals in mind.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Overland, Kansas.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 2720225
Firm CRD# 146936
Office Location
5250 W. 116th Place,
Suite 320,
Leawood,
KS
66211
Phone Number
913-253-1403
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. Whether planning for retirement, investing for growth or managing your wealth, you can trust my personalized service on your financial journey. As a member of Benjamin F. Edwards, I take the time to get to know clients and their circumstances. This will drive their financial goals and help form the framework of their financial plan. As we work together, I'll ask a lot of questions and carefully listen to your responses. From there, we'll work to put a written plan together and meet periodically to evaluate your progress. We'll also use annual meetings to update your investment needs and make strategy changes if necessary.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client. TRUST. INTEGRITY. MUTUAL RESPECT. These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10950 Grandview Drive,
Suite 600,
Overland Park,
KS
66210
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1428 | 269686 | $217,399,324,981 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 550 | 57121 | $107,102,338,153 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
|
| 1498 | 132567 | $81,106,925,484 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 353 | 30635 | $24,362,866,552 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
|
| 68 | 14421 | $15,083,813,669 | A percentage of AUM, Subscription fees, Fixed fees |
|
| 184 | 27977 | $8,146,610,014 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 54 | 359 | $6,906,161,911 | A percentage of AUM, Performance Based |
|
| 102 | 8802 | $4,345,628,317 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 201 | 21910 | $3,430,274,685 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
|
TWO WEST CAPITAL ADVISORS LLC
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210 |
15 | 1035 | $2,760,229,371 | A percentage of AUM, Fixed fees |
| 18 | 1493 | $2,369,159,436 | A percentage of AUM |
|
| 186 | 22082 | $1,718,842,253 | A percentage of AUM, Hourly charges |
|
| 9 | 2474 | $1,698,069,943 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 7 | 475 | $1,211,340,126 | A percentage of AUM, Fixed fees |
|
| 18 | 5512 | $1,140,000,000 | A percentage of AUM, 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.
