Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Lawrence has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Lawrence, Kansas have an average of 24 years of experience.
James Claiborne
CLU®, CFS, ChFC®
Financial Partners Group
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Minimum Assets Required
Not Specified
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Joe Harrish
Prime Capital Investment Advisors
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Minimum Assets Required
$500,000
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
Fee-Only
Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3705 Clinton Parkway, Suite 103b Lawrence, KS, 66047 | $3,149,823,730 | 6 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1811 Wakarusa Drive, Suite 103 Lawrence, KS, 66047 | $533,737,347 | 1390 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 1505 Kasold Drive, Lawrence, KS, 66047 | $262,884,125 | 1095 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 900 Massachusetts Street, Suite 602 Lawrence, KS, 66044 | $178,198,197 | 528 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 730 New Hampshire St., Unit 222, Lawrence, KS, 66044 | $153,379,961 | 1191 | 12 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
6 | 1429 Oread W Dr #110a, Lawrence, KS, 66049 | $153,000,000 | 225 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
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.
QualificationsFirm CRD# 304520
Assets Under Management $533,737,347
No. Of Clients1390
Clients Per Financial Advisor278
MATTERN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $534M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1390 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114067
Assets Under Management $262,884,125
No. Of Clients1095
Clients Per Financial Advisor183
RADEMACHER FINANCIAL, INC. is a financial advisory firm situated in Lawrence, Kansas. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1095 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175294
Assets Under Management $178,198,197
No. Of Clients528
Clients Per Financial Advisor106
THE PERSPECTIVE GROUP is a financial advisory firm situated in Lawrence, Kansas. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 528 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 326523
Assets Under Management $153,379,961
No. Of Clients1191
Clients Per Financial Advisor99
TRIAD WEALTH PARTNERS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1191 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 330289
Assets Under Management $153,000,000
No. Of Clients225
Clients Per Financial Advisor113
RETIREMENT PORTFOLIOS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 225 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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