Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 17, 2024Leawood 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Leawood, Kansas
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
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
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
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
VERIFIEDAlec Bethurum
Sterneck Capital
Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 11 Retirement Planning firms in Leawood, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FAS WEALTH PARTNERS, INC. 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $2,353,156,283 | 4951 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLANNING FEES) |
| 2 | THE RETIREMENT PLANNING GROUP, LLC 4811 W. 136th Street, Leawood, KS, 66224 | $1,549,489,960 | 6117 | 24 | A Percentage of AUM, Fixed Fees |
| 3 | KAVAR CAPITAL PARTNERS 11460 Tomahawk Creek Parkway, Suite 420 Leawood, KS, 66211 | $1,017,484,224 | 1326 | 5 | A Percentage of AUM, Other (RETIREMENT PLAN CONSULTING) |
| 4 | LOGIA PORTFOLIO MANAGEMENT 15100 Rosewood Street, Leawood, KS, 66224 | $725,852,256 | 1 | 2 | Other (A PERCENTAGE OF RECURRING INCOME) |
| 5 | MITCHELL CAPITAL MANAGEMENT CO 11460 Tomahawk Creek Parkway, Suite 410 Leawood, KS, 66211-7822 | $661,286,384 | 707 | 11 | A Percentage of AUM |
| 6 | LEGACY FINANCIAL STRATEGIES, LLC 11300 Tomahawk Creek Parkway, Suite 190 Leawood, KS, 66211 | $508,657,490 | 1836 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ETF PORTFOLIO PARTNERS, INC. 4831 W. 136th Street, Suite 300 Leawood, KS, 66224-5922 | $271,204,934 | 380 | 6 | A Percentage of AUM |
| 8 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4745 W. 136th Street, Leawood, KS, 66224 | $263,670,634 | 992 | 26 | A Percentage of AUM, Fixed Fees, Commission Based |
| 9 | VIAWEALTH, LLC 8700 State Line Rd, Suite 325 Leawood, KS, 66206 | $181,735,000 | 292 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | EVEREST WEALTH MANAGEMENT 4901 W. 136 Street, Suite 1, Leawood, KS, 66224 | $155,266,057 | 74 | 2 | A Percentage of AUM |
| 11 | NORMANDY INVESTMENT ADVISORS 12728 State Line Rd., Leawood, KS, 66209 | $104,207,716 | 464 | 5 | 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
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
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
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
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
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
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
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
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
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
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
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.