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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 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 24, 2025

Kansas has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 127 non-vetted advisors in your local area. These retirement advisors in Kansas have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Kansas

advisor
vector.svg VERIFIED

James 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Richard Stumpf
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

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advisor
vector.svg VERIFIED

Joe 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5454 W. 110th Street,
Overland Park, KS, 66211
$217,399,324,9812696861428
A percentage of AUM, Hourly charges, Fixed fees
2

11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$107,102,338,15357121550
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3

5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$81,106,925,4841325671498
A percentage of AUM, Hourly charges, Fixed fees
4

2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$27,082,623,332277294578
A percentage of AUM, Hourly charges, Fixed fees
5

6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS)
6

1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$22,544,205,89314956
A percentage of AUM, Performance Based
7

5901 College Boulevard, Suite 110
Overland Park, KS, 66211
$15,083,813,6691442168
A percentage of AUM, Subscription fees, Fixed fees
8

5700 W 112th Street, Suite 500
Overland Park, KS, 66211
$8,146,610,01427977184
A percentage of AUM, Hourly charges, Fixed fees
9

5420 West 61st Place,
Mission, KS, 66205-3084
$7,212,926,049503240
A percentage of AUM, Fixed fees
10

5901 College Boulevard, Suite 400
Overland Park, KS, 66211-1861
$6,906,161,91135954
A percentage of AUM, Performance Based
11

1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$6,160,320,9181756
A percentage of AUM, Performance Based
12

5700 West 112th Street, Suite 500
Overland Park, KS, 66211
$4,345,628,3178802102
A percentage of AUM, Hourly charges, Fixed fees
13

6330 Sprint Pkwy, Suite 400
Overland Park, KS, 66211
$3,430,274,68521910201
A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES)
14

3705 Clinton Parkway, Suite 103b
Lawrence, KS, 66047
$3,149,823,73066
A percentage of AUM, Hourly charges, Fixed fees
15

4747 W 135 Street, Suite 100
Leawood, KS, 66224
$3,085,389,748501036
A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES)

Information on Top Retirement Planning firms in Kansas

QualificationsFirm CRD# 105348

Assets Under Management $217,399,324,981

No. Of Clients269686

Clients Per Financial Advisor189

CREATIVE PLANNING is a financial advisory firm situated in Overland Park, Kansas. With a nearly $217B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269686 clients. The team consists of 1428 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 106766

Assets Under Management $107,102,338,153

No. Of Clients57121

Clients Per Financial Advisor104

ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $107B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57121 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 140195

Assets Under Management $81,106,925,484

No. Of Clients132567

Clients Per Financial Advisor88

MARINER WEALTH is a financial advisory firm situated in Overland Park, Kansas. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132567 clients. The team consists of 1498 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (FAMILY OFFICE SERVICES)
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QualificationsFirm CRD# 282580

Assets Under Management $27,082,623,332

No. Of Clients277294

Clients Per Financial Advisor480

AE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 277294 clients. The team consists of 578 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 288712

Assets Under Management $24,362,866,552

No. Of Clients30635

Clients Per Financial Advisor87

PRIME CAPITAL FINANCIAL is a financial advisory firm situated in Overland Park, Kansas. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30635 clients. The team consists of 353 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS)
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QualificationsFirm CRD# 155697

Assets Under Management $22,544,205,893

No. Of Clients149

Clients Per Financial Advisor3

PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 56 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (COLLATERAL MANAGER FOR CLOS/CDOS)
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QualificationsFirm CRD# 106398

Assets Under Management $15,083,813,669

No. Of Clients14421

Clients Per Financial Advisor212

FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14421 clients. The team consists of 68 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (ASSET ALLOCATION SERVICES)
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QualificationsFirm CRD# 283824

Assets Under Management $8,146,610,014

No. Of Clients27977

Clients Per Financial Advisor152

MARINER INDEPENDENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27977 clients. The team consists of 184 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 111087

Assets Under Management $7,212,926,049

No. Of Clients5032

Clients Per Financial Advisor126

KORNITZER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Mission, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5032 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 123711

Assets Under Management $6,906,161,911

No. Of Clients359

Clients Per Financial Advisor7

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 359 clients. The team consists of 54 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 310321

Assets Under Management $6,160,320,918

No. Of Clients17

Clients Per Financial Advisor0

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 56 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 vehicles
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QualificationsFirm CRD# 305418

Assets Under Management $4,345,628,317

No. Of Clients8802

Clients Per Financial Advisor86

MARINER INDEPENDENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8802 clients. The team consists of 102 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 281213

Assets Under Management $3,430,274,685

No. Of Clients21910

Clients Per Financial Advisor109

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 21910 clients. The team consists of 201 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (SUB ADVISER SERVICES)
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QualificationsFirm CRD# 309023

Assets Under Management $3,149,823,730

No. Of Clients6

Clients Per Financial Advisor1

VETA INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 6 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

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 109796

Assets Under Management $3,085,389,748

No. Of Clients5010

Clients Per Financial Advisor139

FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5010 clients. The team consists of 36 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (DEFINED CONTRIBUTION PLANS)
View Full Profile

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