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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 - May 15, 2025Kansas 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
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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 | 5454 W. 110th Street, Overland Park, KS, 66211 | $217,399,324,981 | 269686 | 1428 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $107,102,338,153 | 57121 | 550 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 3 | 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $81,106,925,484 | 132567 | 1498 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614 | $27,082,623,332 | 277294 | 578 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | $24,362,866,552 | 30635 | 353 | 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 | $22,544,205,893 | 149 | 56 | A percentage of AUM, Performance Based |
| 7 | 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $15,083,813,669 | 14421 | 68 | A percentage of AUM, Subscription fees, Fixed fees |
| 8 | 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | $8,146,610,014 | 27977 | 184 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 5420 West 61st Place, Mission, KS, 66205-3084 | $7,212,926,049 | 5032 | 40 | A percentage of AUM, Fixed fees |
| 10 | 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861 | $6,906,161,911 | 359 | 54 | A percentage of AUM, Performance Based |
| 11 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $6,160,320,918 | 17 | 56 | A percentage of AUM, Performance Based |
| 12 | 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | $4,345,628,317 | 8802 | 102 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | $3,430,274,685 | 21910 | 201 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
| 14 | 3705 Clinton Parkway, Suite 103b Lawrence, KS, 66047 | $3,149,823,730 | 6 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $3,085,389,748 | 5010 | 36 | 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
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
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)
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
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)
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)
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)
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
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
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
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
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
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)
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
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)
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 Wichita, Kansas
Looking for more choices? Use our free match service to compare retirement planners serving your area.