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Find Retirement Advisors for Retirement Planning in Kansas
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Kansas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Kansas
Last Updated - April 20, 2024Kansas has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 117 non-vetted advisors in your local area. These retirement advisors in Kansas have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Kansas
VERIFIEDBryan Hays
nVision Wealth
Qualifications
CRD# 5246035
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDDonald Clark
CFP®
Personal Financial Group - LPL Financial
Qualifications
CRD# 2139602
Firm CRD# 6413
Series 7, 24, 53, 63, 65
Minimum Assets Required
$25,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJames Claiborne
CLU®, CFS, ChFC®
Financial Partners Group
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRichard Stumpf
Certified Employee Benefits Specialist(CEBS), CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF®
Financial Benefits, Inc
Qualifications
CRD# 1454350
Firm CRD# 39543
Series 7, 24, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDAlex Petrovic
CFP®
Petrovic Financial Services
Qualifications
CRD# 4934721
Firm CRD# 273039
Series 66
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDJoe Harrish
Prime Capital Investment Advisors
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Minimum Assets Required
$500,000
Advisory Services:
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.
Compensation/Fee
Fee-Only
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CREATIVE PLANNING 5454 W. 110th Street, Overland Park, KS, 66211 | $155,328,127,625 | 222474 | 1165 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $89,148,595,824 | 25199 | 550 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $65,874,566,238 | 112465 | 1465 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614 | $21,800,698,476 | 177044 | 571 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 | A Percentage of AUM, Performance Based |
| 6 | PRIME CAPITAL INVESTMENT ADVISORS, LLC 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | $16,687,174,483 | 21894 | 329 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
| 7 | FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $12,844,217,759 | 13818 | 67 | A Percentage of AUM, Subscription Fees, Fixed Fees |
| 8 | TORTOISE CAPITAL ADVISORS, L.L.C. 6363 College Boulevard, Suite 100a Overland Park, KS, 66211-1938 | $7,253,089,278 | 384 | 71 | A Percentage of AUM, Performance Based |
| 9 | KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place, Shawnee Mission, KS, 66205-3084 | $6,371,648,556 | 4954 | 40 | A Percentage of AUM, Fixed Fees |
| 10 | MARINER INDEPENDENT ADVISOR NETWORK, LLC 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | $6,257,201,836 | 24608 | 237 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $5,328,142,826 | 12 | 48 | A Percentage of AUM, Performance Based |
| 12 | MARINER PLATFORM SOLUTIONS 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | $3,057,968,593 | 6916 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | CREATIVEONE WEALTH, LLC 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | $2,879,545,390 | 19806 | 169 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
| 14 | FAS WEALTH PARTNERS, INC. 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $2,353,156,283 | 4951 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLANNING FEES) |
| 15 | ROCKY MOUNTAIN ADVISERS, LLC 2121 E. Crawford Place, Salina, KS, 67401 | $2,185,314,070 | 373 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Kansas
QualificationsFirm CRD# 105348
Assets Under Management $155,328,127,625
No. Of Clients222474
Clients Per Financial Advisor191
CREATIVE PLANNING is a financial advisory firm situated in Overland Park, Kansas. With a nearly $155B assets under management, the firm specializes in crafting personalized retirement planning solutions for 222474 clients. The team consists of 1165 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106766
Assets Under Management $89,148,595,824
No. Of Clients25199
Clients Per Financial Advisor46
ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $89B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25199 clients. The team consists of 550 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 140195
Assets Under Management $65,874,566,238
No. Of Clients112465
Clients Per Financial Advisor77
MARINER WEALTH ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112465 clients. The team consists of 1465 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 282580
Assets Under Management $21,800,698,476
No. Of Clients177044
Clients Per Financial Advisor310
AE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 177044 clients. The team consists of 571 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 155697
Assets Under Management $20,767,599,397
No. Of Clients148
Clients Per Financial Advisor3
PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 148 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 288712
Assets Under Management $16,687,174,483
No. Of Clients21894
Clients Per Financial Advisor67
PRIME CAPITAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21894 clients. The team consists of 329 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (SEMINAR FEES
- PROMOTER FEES
- SUBSCRIPTION FEE FINANCIAL PLANS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106398
Assets Under Management $12,844,217,759
No. Of Clients13818
Clients Per Financial Advisor206
FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13818 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 123711
Assets Under Management $7,253,089,278
No. Of Clients384
Clients Per Financial Advisor5
TORTOISE CAPITAL ADVISORS, L.L.C. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111087
Assets Under Management $6,371,648,556
No. Of Clients4954
Clients Per Financial Advisor124
KORNITZER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Shawnee Mission, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4954 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283824
Assets Under Management $6,257,201,836
No. Of Clients24608
Clients Per Financial Advisor104
MARINER INDEPENDENT ADVISOR NETWORK, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24608 clients. The team consists of 237 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 310321
Assets Under Management $5,328,142,826
No. Of Clients12
Clients Per Financial Advisor0
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 305418
Assets Under Management $3,057,968,593
No. Of Clients6916
Clients Per Financial Advisor92
MARINER PLATFORM SOLUTIONS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6916 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 281213
Assets Under Management $2,879,545,390
No. Of Clients19806
Clients Per Financial Advisor117
CREATIVEONE WEALTH, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19806 clients. The team consists of 169 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SUB-ADVISER FEES/SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109796
Assets Under Management $2,353,156,283
No. Of Clients4951
Clients Per Financial Advisor190
FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4951 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PLANNING FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 148479
Assets Under Management $2,185,314,070
No. Of Clients373
Clients Per Financial Advisor41
ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Leawood, Kansas
- Retirement Planners in Overland Park, Kansas
- Retirement Planners in Prairie Village, Kansas
- Retirement Planners in Wichita, Kansas
Looking for more choices? Use our free match service to compare retirement planners serving your area.