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Find Retirement Advisors for Retirement Planning in Lenexa, 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 Lenexa, Kansas
Last Updated - April 13, 2024Lenexa has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Lenexa, Kansas have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Lenexa, Kansas
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
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
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 5 Retirement Planning firms in Lenexa, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MODERN WEALTH MANAGEMENT, LLC 13550 W 95th St., Lenexa, KS, 66215 | $1,535,399,313 | 7700 | 58 | A Percentage of AUM, Hourly charges |
| 2 | BARBER FINANCIAL GROUP 13550 W 95th St, Lenexa, KS, 66215 | $1,509,131,163 | 7936 | 43 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | COPPER FINANCIAL 9777 Ridge Drive, Suite 360, Lenexa, KS, 66219 | $275,772,959 | 2406 | 50 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | OWLFI 8725 Rosehill, Suite 119 Lenexa, KS, 66215 | $117,613,225 | 667 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | DOGWOOD WEALTH MANAGEMENT, LLC 8813 Penrose Ln, Suite 350 Lenexa, KS, 66219 | $93,397,382 | 386 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Lenexa, Kansas
QualificationsFirm CRD# 324624
Assets Under Management $1,535,399,313
No. Of Clients7700
Clients Per Financial Advisor133
MODERN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lenexa, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7700 clients. The team consists of 58 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 152043
Assets Under Management $1,509,131,163
No. Of Clients7936
Clients Per Financial Advisor185
BARBER FINANCIAL GROUP is a financial advisory firm situated in Lenexa, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7936 clients. The team consists of 43 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
- Selection of Other Advisors
QualificationsFirm CRD# 168203
Assets Under Management $275,772,959
No. Of Clients2406
Clients Per Financial Advisor48
COPPER FINANCIAL is a financial advisory firm situated in Lenexa, Kansas. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2406 clients. The team consists of 50 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 311854
Assets Under Management $117,613,225
No. Of Clients667
Clients Per Financial Advisor39
OWLFI is a financial advisory firm situated in Lenexa, Kansas. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 667 clients. The team consists of 17 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# 317580
Assets Under Management $93,397,382
No. Of Clients386
Clients Per Financial Advisor129
DOGWOOD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lenexa, Kansas. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 386 clients. The team consists of 3 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
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.