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Find Retirement Advisors for Retirement Planning in Leawood, 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 Leawood, Kansas

Last Updated - April 14, 2024

Leawood has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Leawood, Kansas have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Leawood, Kansas

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Donald 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

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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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Alex 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

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Bryan 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

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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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Alec Bethurum
Sterneck Capital

Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 11 Retirement Planning firms in Leawood, Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FAS WEALTH PARTNERS, INC.
4747 W 135 Street, Suite 100
Leawood, KS, 66224
$2,353,156,283495126
A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLANNING FEES)
2
THE RETIREMENT PLANNING GROUP, LLC
4811 W. 136th Street,
Leawood, KS, 66224
$1,549,489,960611724
A Percentage of AUM, Fixed Fees
3
KAVAR CAPITAL PARTNERS
11460 Tomahawk Creek Parkway, Suite 420
Leawood, KS, 66211
$1,017,484,22413265
A Percentage of AUM, Other (RETIREMENT PLAN CONSULTING)
4
LOGIA PORTFOLIO MANAGEMENT
15100 Rosewood Street,
Leawood, KS, 66224
$725,852,25612
Other (A PERCENTAGE OF RECURRING INCOME)
5
MITCHELL CAPITAL MANAGEMENT CO
11460 Tomahawk Creek Parkway, Suite 410
Leawood, KS, 66211-7822
$661,286,38470711
A Percentage of AUM
6
LEGACY FINANCIAL STRATEGIES, LLC
11300 Tomahawk Creek Parkway, Suite 190
Leawood, KS, 66211
$508,657,490183612
A Percentage of AUM, Hourly charges, Fixed Fees
7
ETF PORTFOLIO PARTNERS, INC.
4831 W. 136th Street, Suite 300
Leawood, KS, 66224-5922
$271,204,9343806
A Percentage of AUM
8
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
4745 W. 136th Street,
Leawood, KS, 66224
$263,670,63499226
A Percentage of AUM, Fixed Fees, Commission Based
9
VIAWEALTH, LLC
8700 State Line Rd, Suite 325
Leawood, KS, 66206
$181,735,0002927
A Percentage of AUM, Hourly charges, Fixed Fees
10
EVEREST WEALTH MANAGEMENT
4901 W. 136 Street, Suite 1,
Leawood, KS, 66224
$155,266,057742
A Percentage of AUM
11
NORMANDY INVESTMENT ADVISORS
12728 State Line Rd.,
Leawood, KS, 66209
$104,207,7164645
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Leawood, Kansas

QualificationsFirm CRD# 109796

Assets Under Management $2,353,156,283

No. Of Clients4951

Clients Per Financial Advisor190

FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4951 clients. The team consists of 26 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 129625

Assets Under Management $1,549,489,960

No. Of Clients6117

Clients Per Financial Advisor255

THE RETIREMENT PLANNING GROUP, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6117 clients. The team consists of 24 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 311744

Assets Under Management $1,017,484,224

No. Of Clients1326

Clients Per Financial Advisor265

KAVAR CAPITAL PARTNERS is a financial advisory firm situated in Leawood, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1326 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
  • Other (RETIREMENT PLAN CONSULTING)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 269963

Assets Under Management $725,852,256

No. Of Clients1

Clients Per Financial Advisor1

LOGIA PORTFOLIO MANAGEMENT is a financial advisory firm situated in Leawood, Kansas. With a nearly $726M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (A PERCENTAGE OF RECURRING INCOME)

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106338

Assets Under Management $661,286,384

No. Of Clients707

Clients Per Financial Advisor64

MITCHELL CAPITAL MANAGEMENT CO is a financial advisory firm situated in Leawood, Kansas. With a nearly $661M assets under management, the firm specializes in crafting personalized retirement planning solutions for 707 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 283553

Assets Under Management $508,657,490

No. Of Clients1836

Clients Per Financial Advisor153

LEGACY FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $509M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1836 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 128366

Assets Under Management $271,204,934

No. Of Clients380

Clients Per Financial Advisor63

ETF PORTFOLIO PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 288641

Assets Under Management $263,670,634

No. Of Clients992

Clients Per Financial Advisor38

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 992 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 309043

Assets Under Management $181,735,000

No. Of Clients292

Clients Per Financial Advisor42

VIAWEALTH, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 133823

Assets Under Management $155,266,057

No. Of Clients74

Clients Per Financial Advisor37

EVEREST WEALTH MANAGEMENT is a financial advisory firm situated in Leawood, Kansas. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 316321

Assets Under Management $104,207,716

No. Of Clients464

Clients Per Financial Advisor93

NORMANDY INVESTMENT ADVISORS is a financial advisory firm situated in Leawood, Kansas. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 464 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
  • Pension Consulting Services
View Full Profile

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