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Find Retirement Advisors for Retirement Planning in Lawrence, Kansas
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 you 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 registrations check. 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.
Finding the Best Retirement Planners in Lawrence, Kansas
Last Updated - April 19, 2024Lawrence has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Lawrence, Kansas have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Lawrence, Kansas
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Lawrence, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MATTERN WEALTH MANAGEMENT LLC 1811 Wakarusa Drive, Suite 103 Lawrence, KS, 66047 | $420,435,907 | 1310 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 645 Massachusetts Street, Suite 300 Lawrence, KS, 66044 | $369,079,344 | 1188 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | THE PERSPECTIVE GROUP 900 Massachusetts Street, Suite 602 Lawrence, KS, 66044 | $133,972,661 | 286 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | RADEMACHER FINANCIAL, INC. 1505 Kasold Drive, Lawrence, KS, 66047 | $119,119,052 | 871 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | TRIAD WEALTH PARTNERS, LLC 730 New Hampshire St., Unit 222, Lawrence, KS, 66044 | $0 | 0 | 12 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
Information on Top Retirement Planning firms in Lawrence, Kansas
QualificationsFirm CRD# 304520
Assets Under Management $420,435,907
No. Of Clients1310
Clients Per Financial Advisor262
MATTERN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $420M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1310 clients. The team consists of 5 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
- Selection of Other Advisors
QualificationsFirm CRD# 168246
Assets Under Management $369,079,344
No. Of Clients1188
Clients Per Financial Advisor238
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1188 clients. The team consists of 5 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
- Pension Consulting Services
QualificationsFirm CRD# 175294
Assets Under Management $133,972,661
No. Of Clients286
Clients Per Financial Advisor57
THE PERSPECTIVE GROUP is a financial advisory firm situated in Lawrence, Kansas. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 5 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
- Pension Consulting Services
QualificationsFirm CRD# 114067
Assets Under Management $119,119,052
No. Of Clients871
Clients Per Financial Advisor124
RADEMACHER FINANCIAL, INC. is a financial advisory firm situated in Lawrence, Kansas. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 871 clients. The team consists of 7 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
QualificationsFirm CRD# 326523
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
TRIAD WEALTH PARTNERS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Subscription Fees
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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.