How do I choose a financial planner for retirement?

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

How do I know if my financial advisor is a fiduciary?

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.

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Find Top Financial Advisors in Wichita, Kansas

Q: What does a financial advisor do?

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.

Q: Is it worth paying for 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 breast 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.

Q: What is the difference between a financial planner and 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

Q: When should I hire 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.

Q: How do I choose the right 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.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Wichita, Kansas, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Wichita, Kansas

Wichita has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Wichita, Kansas have an average of 33 years of experience.

NOTE: The list of vetted financial advisors in Wichita, 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 Wichita, Kansas.

Qualified Financial Advisors in Wichita, Kansas

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Richard StumpfCEBS^®, CFP^®, NSSA^®, AEP^®, CPFA, AIF^®Financial Benefits, Inc3500 North Rock RoadWichita, KS 67226	33 Years	$100,000,000	$100,000	Fee-Based

Financial Advisor

Richard StumpfCEBS^®, CFP^®, NSSA^®, AEP^®, CPFA, AIF^®Financial Benefits, Inc3500 North Rock RoadWichita, KS 67226

Experience33 Years

AUM$100,000,000

Minimum Assets$100,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Wichita, Kansas

VETTED

Richard StumpfCEBS^®, CFP^®, NSSA^®, AEP^®, CPFA, AIF^®

Financial Benefits, Inc

About Richard Stumpf

Richard is a Certified Financial Planner^® (CFP). Retirement income planning is his specialty, as is investment management for clients who are retired or nearing retirement. Richard is an Accredited Investment Fiduciary. He is also a National Social Security Advisor certificate holder. He helps clients with all aspects of their financial life, from basic budgeting to complicated estate plans. He has been a national board member for both the Certified Financial Planner organization and the Financial Planning Association, the professional organization for financial planners. Richard leads a firm with 4 financial advisors. The firm also includes a Medicare specialist.

About Financial Benefits, Inc

Richard is a Certified Financial Planner practitioner and Certified Employee Benefits Specialist, practicing financial planning since 1986. Richard is also an Accredited Investment Fiduciary. The firm provides comprehensive personal and business financial planning for owners and executives of companies, and employee health and retirement benefits for employees. Our main focus is retirement planning for both individuals and companies. Our investment style is called Risk Managed Investing. We manage for risk first, and return second.

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, Insurance Products & Annuities

Qualifications

CRD# 1454350 Firm CRD# 39543Series 7, 24, 63, 65

Compensation/Fee

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

Office Location

3500 North Rock Road,Bulding 300 A,Wichita,KS 67226

Phone Number

316-315-0147

WiserAdvisor Reviews

Note: 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.

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Top Financial Advisory Firms in Wichita, Kansas

Wichita, Kansas is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Wichita, Kansas are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Wichita, Kansas, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


ONEDIGITAL INVESTMENT ADVISORSOverland Park, KS	550	57121	$107,102,338,153	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
MARINER WEALTHOverland Park, KS	1498	132567	$81,106,925,484	A percentage of AUM, Hourly charges, Fixed fees
PALMER SQUARE CAPITAL MANAGEMENT LLCMission Woods, KS	56	149	$22,544,205,893	A percentage of AUM, Performance Based
FCI ADVISORSOverland Park, KS	68	14421	$15,083,813,669	A percentage of AUM, Subscription fees, Fixed fees
KORNITZER CAPITAL MANAGEMENT, INC.Mission, KS	40	5032	$7,212,926,049	A percentage of AUM, Fixed fees
TORTOISE CAPITAL ADVISORS, L.L.C.Overland Park, KS	54	359	$6,906,161,911	A percentage of AUM, Performance Based
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLCMission Woods, KS	56	17	$6,160,320,918	A percentage of AUM, Performance Based
VETA INVESTMENT PARTNERS, LLCLawrence, KS	6	6	$3,149,823,730	A percentage of AUM, Hourly charges, Fixed fees
FAS WEALTH PARTNERS, INC.Leawood, KS	36	5010	$3,085,389,748	A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES)
TWO WEST CAPITAL ADVISORS LLCOverland Park, KS	15	1035	$2,760,229,371	A percentage of AUM, Fixed fees
ROCKY MOUNTAIN ADVISERS, LLCSalina, KS	10	413	$2,574,184,941	A percentage of AUM, Hourly charges, Fixed fees
MERITAGE PORTFOLIO MANAGEMENT, INC.Overland Park, KS	18	1493	$2,369,159,436	A percentage of AUM
MODERN WEALTH MANAGEMENT, LLCLenexa, KS	92	13592	$2,073,107,856	A percentage of AUM, Hourly charges, Fixed fees
PANDI, LLCLeawood, KS	13	145	$2,014,265,251	Hourly charges, Fixed fees
BAYSTATE WEALTH MANAGEMENTOverland Park,, KS	12	4733	$1,917,168,691	A percentage of AUM

Firm Name

ONEDIGITAL INVESTMENT ADVISORSOverland Park, KS

No. of Advisors550

AUM$107,102,338,153

No. of Clients57121

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

MARINER WEALTHOverland Park, KS

No. of Advisors1498

AUM$81,106,925,484

No. of Clients132567

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

PALMER SQUARE CAPITAL MANAGEMENT LLCMission Woods, KS

No. of Advisors56

AUM$22,544,205,893

No. of Clients149

Fee StructureA percentage of AUM, Performance Based

Firm Name

FCI ADVISORSOverland Park, KS

No. of Advisors68

AUM$15,083,813,669

No. of Clients14421

Fee StructureA percentage of AUM, Subscription fees, Fixed fees

Firm Name

KORNITZER CAPITAL MANAGEMENT, INC.Mission, KS

No. of Advisors40

AUM$7,212,926,049

No. of Clients5032

Fee StructureA percentage of AUM, Fixed fees

Firm Name

TORTOISE CAPITAL ADVISORS, L.L.C.Overland Park, KS

No. of Advisors54

AUM$6,906,161,911

No. of Clients359

Fee StructureA percentage of AUM, Performance Based

Firm Name

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLCMission Woods, KS

No. of Advisors56

AUM$6,160,320,918

No. of Clients17

Fee StructureA percentage of AUM, Performance Based

Firm Name

VETA INVESTMENT PARTNERS, LLCLawrence, KS

No. of Advisors6

AUM$3,149,823,730

No. of Clients6

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

FAS WEALTH PARTNERS, INC.Leawood, KS

No. of Advisors36

AUM$3,085,389,748

No. of Clients5010

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES)

Firm Name

TWO WEST CAPITAL ADVISORS LLCOverland Park, KS

No. of Advisors15

AUM$2,760,229,371

No. of Clients1035

Fee StructureA percentage of AUM, Fixed fees

Firm Name

ROCKY MOUNTAIN ADVISERS, LLCSalina, KS

No. of Advisors10

AUM$2,574,184,941

No. of Clients413

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

MERITAGE PORTFOLIO MANAGEMENT, INC.Overland Park, KS

No. of Advisors18

AUM$2,369,159,436

No. of Clients1493

Fee StructureA percentage of AUM

Firm Name

MODERN WEALTH MANAGEMENT, LLCLenexa, KS

No. of Advisors92

AUM$2,073,107,856

No. of Clients13592

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

PANDI, LLCLeawood, KS

No. of Advisors13

AUM$2,014,265,251

No. of Clients145

Fee StructureHourly charges, Fixed fees

Firm Name

BAYSTATE WEALTH MANAGEMENTOverland Park,, KS

No. of Advisors12

AUM$1,917,168,691

No. of Clients4733

Fee StructureA percentage of AUM

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?