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

Last Updated - April 25, 2025

Leawood has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Leawood, Kansas have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Leawood, Kansas

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

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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

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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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4747 W 135 Street, Suite 100 Leawood, KS, 66224	$3,085,389,748	5010	36	A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES)
2	4811 W. 136th Street, Leawood, KS, 66224	$2,628,804,481	8607	29	A percentage of AUM, Fixed fees
3	11150 Overbrook, Suite 310, Leawood, KS, 66211	$2,014,265,251	145	13	Hourly charges, Fixed fees
4	11460 Tomahawk Creek Parkway, Suite 420 Leawood, KS, 66211	$1,141,936,692	1373	6	A percentage of AUM, Other (RETIREMENT PLAN CONSULTING)
5	11460 Tomahawk Creek Parkway, Suite 410 Leawood, KS, 66211-7822	$762,701,319	740	9	A percentage of AUM
6	15100 Rosewood Street, Leawood, KS, 66224	$713,573,169	1	1	Other (A PERCENTAGE OF RECURRING INCOME)
7	4745 W. 136th Street, Leawood, KS, 66224	$501,247,968	1398	33	A percentage of AUM, Fixed fees, Commission Based
8	4000 W. 114th Street, Suite 260 Leawood, KS, 66211	$381,953,513	9	14	A percentage of AUM, Performance Based
9	4831 W. 136th Street, Suite 300 Leawood, KS, 66224-5922	$369,045,238	416	6	A percentage of AUM
10	8700 State Line Rd, Suite 325 Leawood, KS, 66206	$241,457,286	338	4	A percentage of AUM, Fixed fees
11	4901 W. 136 Street, Suite 1, Leawood, KS, 66224	$184,140,435	77	2	A percentage of AUM
12	12728 State Line Rd., Leawood, KS, 66209	$129,618,354	288	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Leawood, Kansas

FAS WEALTH PARTNERS, INC.

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QualificationsFirm CRD# 109796

Assets Under Management $3,085,389,748

No. Of Clients5010

Clients Per Financial Advisor139

FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5010 clients. The team consists of 36 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops
Other (DEFINED CONTRIBUTION PLANS)

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THE RETIREMENT PLANNING GROUP, LLC

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QualificationsFirm CRD# 129625

Assets Under Management $2,628,804,481

No. Of Clients8607

Clients Per Financial Advisor297

THE RETIREMENT PLANNING GROUP, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8607 clients. The team consists of 29 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 services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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PANDI, LLC

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QualificationsFirm CRD# 330112

Assets Under Management $2,014,265,251

No. Of Clients145

Clients Per Financial Advisor11

PANDI, 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 145 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

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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KAVAR CAPITAL PARTNERS

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QualificationsFirm CRD# 311744

Assets Under Management $1,141,936,692

No. Of Clients1373

Clients Per Financial Advisor229

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 1373 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
Other (RETIREMENT PLAN CONSULTING)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (RETIREMENT PLAN CONSULTING; CREDIT AND CASH MANAGEMENT SOLUTIONS)

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MITCHELL CAPITAL MANAGEMENT CO

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QualificationsFirm CRD# 106338

Assets Under Management $762,701,319

No. Of Clients740

Clients Per Financial Advisor82

MITCHELL CAPITAL MANAGEMENT CO is a financial advisory firm situated in Leawood, Kansas. With a nearly $763M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 clients. The team consists of 9 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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LOGIA PORTFOLIO MANAGEMENT

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QualificationsFirm CRD# 269963

Assets Under Management $713,573,169

No. Of Clients1

Clients Per Financial Advisor1

LOGIA PORTFOLIO MANAGEMENT is a financial advisory firm situated in Leawood, Kansas. With a nearly $714M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 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 businesses or institutional clients

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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 288641

Assets Under Management $501,247,968

No. Of Clients1398

Clients Per Financial Advisor42

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $501M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1398 clients. The team consists of 33 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 and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Other (VARIABLE ANNUITY & LIFE SUB-ACCOUNT MANAGEMENT)

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503 CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 327580

Assets Under Management $381,953,513

No. Of Clients9

Clients Per Financial Advisor1

503 CAPITAL PARTNERS, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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ETF PORTFOLIO PARTNERS, INC.

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QualificationsFirm CRD# 128366

Assets Under Management $369,045,238

No. Of Clients416

Clients Per Financial Advisor69

ETF PORTFOLIO PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 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 services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

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VIAWEALTH, LLC

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QualificationsFirm CRD# 309043

Assets Under Management $241,457,286

No. Of Clients338

Clients Per Financial Advisor85

VIAWEALTH, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 clients. The team consists of 4 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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EVEREST WEALTH MANAGEMENT

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QualificationsFirm CRD# 133823

Assets Under Management $184,140,435

No. Of Clients77

Clients Per Financial Advisor39

EVEREST WEALTH MANAGEMENT is a financial advisory firm situated in Leawood, Kansas. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 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 services
Portfolio management for individuals and/or small businesses

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NORMANDY INVESTMENT ADVISORS

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QualificationsFirm CRD# 316321

Assets Under Management $129,618,354

No. Of Clients288

Clients Per Financial Advisor58

NORMANDY INVESTMENT ADVISORS is a financial advisory firm situated in Leawood, Kansas. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 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
Pesnsion consulting services

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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