WHETSTONE CAPITAL ADVISORS

2001 Shawnee Mission Parkway
Mission Woods, Kansas 66205
Tel: 913-951-2700

About WHETSTONE CAPITAL ADVISORS

WHETSTONE CAPITAL ADVISORS, formally registered with the SEC as WHETSTONE CAPITAL ADVISORS. The firm was established in 04/11/2014. They have over 1 offices throughout the country.

WHETSTONE CAPITAL ADVISORS is a Mission Woods, Kansas based Financial Planning firm with nearly $296,810,115 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155414
SEC#	801-79507
Assets Managed by Firm	$296,810,115
No. of Clients	3
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (INVESTMENT IDEA GENERATION FOR THIRD PARTY ADVISOR)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$296,810,115

More Retirement Planning firms in Mission Woods, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

Explore More Retirement Advisors in Mission Woods, Kansas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.