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Find Retirement Advisors for Retirement Planning in Mission, 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.

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Finding the Best Retirement Planners in Mission, Kansas

Last Updated - April 25, 2025

Mission 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 Mission, Kansas have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Mission, Kansas

advisor
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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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advisor
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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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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
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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 Mission, Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$22,544,205,89314956
A percentage of AUM, Performance Based
2

1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$6,160,320,9181756
A percentage of AUM, Performance Based
3

1900 Shawnee Mission Parkway,, Suite 315,
Mission Woods, KS, 66205
$1,107,104,194156
A percentage of AUM, Performance Based
4

1968 Shawnee Mission Parkway, Suite 200
Mission Woods, KS, 66205
$445,921,767410
A percentage of AUM, Performance Based
5

2001 Shawnee Mission Parkway,
Mission Woods, KS, 66205
$296,810,11535
A percentage of AUM, Fixed fees, Performance Based
6

1900 Shawnee Mission Parkway, Suite 315,
Mission Woods, KS, 66205
$57,079,182156
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Mission, Kansas

QualificationsFirm CRD# 155697

Assets Under Management $22,544,205,893

No. Of Clients149

Clients Per Financial Advisor3

PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 56 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 investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (COLLATERAL MANAGER FOR CLOS/CDOS)
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QualificationsFirm CRD# 310321

Assets Under Management $6,160,320,918

No. Of Clients17

Clients Per Financial Advisor0

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 56 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 pooled investment vehicles
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QualificationsFirm CRD# 306742

Assets Under Management $1,107,104,194

No. Of Clients1

Clients Per Financial Advisor0

PALMER SQUARE BDC ADVISOR LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 56 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 investment companies
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QualificationsFirm CRD# 164294

Assets Under Management $445,921,767

No. Of Clients4

Clients Per Financial Advisor0

GREAT RANGE CAPITAL, LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $446M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 155414

Assets Under Management $296,810,115

No. Of Clients3

Clients Per Financial Advisor1

WHETSTONE CAPITAL ADVISORS is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $297M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (INVESTMENT IDEA GENERATION FOR THIRD PARTY ADVISOR)
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QualificationsFirm CRD# 324817

Assets Under Management $57,079,182

No. Of Clients1

Clients Per Financial Advisor0

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $57M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 56 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 pooled investment vehicles
  • Other (EXPECTED TO BE APPOINTED TO ADVISE A PLANNED BDC)
View Full Profile

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