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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
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Leawood,
Kansas
have an average of
22
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 |
|---|---|---|---|---|
|
Donald Clark
CFP® PERSONAL FINANCIAL GROUP - LPL FINANCIAL 7007 College Blvd Suite 270, Overland Park, KS 66211 |
33 Years | $286,421,111 | $25,000 | Fee-Based |
|
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS 6201 College Boulevard, Suite 150, Overland Park, KS 66211 |
16 Years | Not Specified | $500,000 | Fee-Only |
|
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# 2139602
Firm CRD# 6413
Series 7, 24, 53, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
7007 College Blvd Suite 270,
Overland Park,
KS
66211
Phone Number
913-213-6907
Don Clark is a CERTIFIED FINANCIAL PLANNER™ professional and a NFLPA Registered Player Financial Advisor, a Managing Principal through LPL Financial and President of Personal Financial Group. Don has been in the financial industry since 1991. During that time, he has developed long-term relationships with his clients by emphasizing a comprehensive approach to financial planning that focuses on client service. The focus of Don's practice is on risk adjusted returns, working towards goals and developing a trustworthy relationship with pre-retirees, retirees, executives, doctors, business owners and professional athletes and entertainers.
THE SOPHISTICATION OF WALL STREET INVESTING. MIDWESTERN VALUES. We work in a technical industry that requires analytical and strategic thinking. Your wealth management strategy must be able to withstand today's economic environment and tomorrow's too! That doesn't simply happen by accident. It happens because the professionals at Personal Financial Group are dedicated stewards of your success. It's a task we do not take lightly. We provide academically sound financial planning, rooted in the experience of seasoned and personable financial planners. Our aim is to effectively guide the management of our client's wealth and wealth distribution. While we manage your assets with the precision of Wall Street fund managers, we make certain that our Midwestern values are kept close.
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# 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# 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
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 |
|---|---|---|---|---|
| 26 | 4951 | $2,353,156,283 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLANNING FEES)
|
|
| 24 | 6117 | $1,549,489,960 | A Percentage of AUM, Fixed Fees
|
|
| 5 | 1326 | $1,017,484,224 | A Percentage of AUM, Other (RETIREMENT PLAN CONSULTING)
|
|
| 2 | 1 | $725,852,256 | Other (A PERCENTAGE OF RECURRING INCOME)
|
|
| 11 | 707 | $661,286,384 | A Percentage of AUM
|
|
| 12 | 1836 | $508,657,490 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 6 | 380 | $271,204,934 | A Percentage of AUM
|
|
| 26 | 992 | $263,670,634 | A Percentage of AUM, Fixed Fees, Commission Based
|
|
| 7 | 292 | $181,735,000 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 2 | 74 | $155,266,057 | A Percentage of AUM
|
|
| 5 | 464 | $104,207,716 | A Percentage of AUM, Hourly charges, Fixed Fees
|
To find a trustworthy financial advisor in Kansas who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
Yes, there are financial advisors in Kansas who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.
The fees you can expect to pay when working with a financial advisor in Kansas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.
Yes, there are financial advisors in Kansas who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if starting late in life.
The typical minimum asset requirement for working with a financial advisor in Kansas can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.
Financial advisors in Kansas typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, as well as utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies. Advisors may also provide educational resources to enhance financial literacy, use rebalancing tools to ensure alignment with long-term objectives and use goal tracking to help clients monitor specific financial targets. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.
While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Kansas can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.
A retirement planning advisor in Kansas can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.
When choosing a financial advisor in Kansas, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor.
When choosing a financial advisor in Kansas, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.
When choosing a financial advisor in Kansas, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Working with a financial advisor in Kansas can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read further about the benefits of working with a financial advisor.
Financial advisors in Kansas may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our Kansas directory, you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.
Yes, there are financial advisors in Kansas who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing that you should ask your financial advisor.
