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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 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 - April 25, 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

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

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advisor
vector.svg VERIFIED

Michael Fiammetta
Lpl

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

Minimum Assets Required
$0

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3705 Clinton Parkway, Suite 103b
Lawrence, KS, 66047
$3,149,823,73066
A percentage of AUM, Hourly charges, Fixed fees
2

1811 Wakarusa Drive, Suite 103
Lawrence, KS, 66047
$533,737,34713905
A percentage of AUM, Hourly charges, Fixed fees
3

1505 Kasold Drive,
Lawrence, KS, 66047
$262,884,12510956
A percentage of AUM, Hourly charges, Fixed fees
4

900 Massachusetts Street, Suite 602
Lawrence, KS, 66044
$178,198,1975285
A percentage of AUM, Hourly charges, Fixed fees
5

730 New Hampshire St., Unit 222,
Lawrence, KS, 66044
$153,379,961119112
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
6

1429 Oread W Dr #110a,
Lawrence, KS, 66049
$153,000,0002252
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Lawrence, Kansas

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# 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
View Full Profile

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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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
View Full Profile

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

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

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