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Find Retirement Advisors for Retirement Planning in Lawrence, Kansas

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Lawrence, Kansas

Last Updated - May 17, 2025

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.

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List of Qualified Retirement Planning Advisors in Lawrence, Kansas

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

Address

10925 Antioch Road,
Suite 100,
Overland Park, KS 66210 See Details

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

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10950 Grandview Drive,
Suite 600,
Overland Park, KS 66210 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Joe Harrish
Prime Capital Investment Advisors

Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65

Minimum Assets Required
$500,000

Address

6201 College Boulevard,
Suite 150,
Overland Park, KS 66211 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Michael Fiammetta
Lpl

Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

16 SE 3rd Street,
Lees Summit, MO 64063 See Details

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, Based on Assets

Find An Advisor

Top 6 Retirement Planning firms in Lawrence, Kansas (Ranked by AUM)

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

Information on Top Retirement Planning firms in Lawrence, Kansas

VETA INVESTMENT PARTNERS, LLC

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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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MATTERN WEALTH MANAGEMENT LLC

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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.

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
Selection for other advisors

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RADEMACHER FINANCIAL, INC.

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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.

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
Other (INDIVIDUAL RETIREMENT PLAN CONSULTING SERVICES)

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THE PERSPECTIVE GROUP

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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TRIAD WEALTH PARTNERS, LLC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

RETIREMENT PORTFOLIOS, LLC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Market timing services
Education seminars/workshops

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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