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Find Top Financial Advisors in Wichita, Kansas

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.

Finding the Top Financial Advisor in Wichita, Kansas

Last Updated - November 26, 2023

Wichita has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 106 non-vetted advisors in your local area. 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

Financial Advisor Experience AUM Minimum Assets Fee Structure
Richard Stumpf
Certified Employee Benefits Specialist(CEBS), CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF®
3500 North Rock Road,
Bulding 300 A,
Wichita, KS 67226
33 Years $100,000,000 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Wichita, Kansas

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

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

Office Location 3500 North Rock Road,
Bulding 300 A,
Phone Number 316-315-0147

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

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

Customer Reviews

Top Financial Advisor Firms in Wichita, Kansas (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
8301 E 21st St. North, Suite 150, Wichita, KS 67206
24 3282 $1,970,143,064
A percentage of AUM, Fixed fees, Performance Based
430 E Douglas Ave, Suite 400, Wichita, KS 67202
22 371 $794,453,414
A percentage of AUM, Hourly charges, Fixed fees
8100 E 22nd St N, Bldg 800, Wichita, KS 67226-2308
8 146 $545,820,712
A percentage of AUM, Fixed fees
10585 E 21st N, Wichita, KS 67207
7 1598 $516,935,713
A percentage of AUM, Hourly charges, Fixed fees
1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206
5 683 $262,579,968
A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
301 N. Main Street, Suite 1700, Wichita, KS 67202
5 356 $163,015,611
A percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISER REFERRAL FEES)

    List of Additional Advisors in Wichita, Kansas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    8118 E Douglas Ave, Ste 101, Wichita, KS  67206 316-440-8096
    1617 N Waterfront Pkwy, Ste 200, Wichita, KS  67206 316-630-4408
    1617 N Waterfront Pkwy, Ste 200, Wichita, KS  67206 316-630-4437
    7829 E Rockhill St, Ste 202, Wichita, KS  67206 316-302-5700
    7829 E Rockhill St, Ste 202, Wichita, KS  67206 316-925-5200
    8621 E 21st St, Ste 170, Wichita, KS  67206 316-636-4009
    10333 E 21st St N, Ste 402, Wichita, KS  67206 316-858-1507
    10333 E 21st St N, Ste 402, Wichita, KS  67206 316-858-1509
    10333 E 21st St N, Ste 402, Wichita, KS  67206 316-858-1506
    8621 E 21st St N, Ste 130, Wichita, KS  67206 316-630-8118

      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 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.