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Find Retirement Advisors for Retirement Planning in Overland Park, 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 Overland Park, Kansas
Last Updated - April 13, 2024Overland Park has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 58 non-vetted advisors in your local area. These retirement advisors in Overland Park, Kansas have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Overland Park, Kansas
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
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
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
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
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 15 Retirement Planning firms in Overland Park, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CREATIVE PLANNING 5454 W. 110th Street, Overland Park, KS, 66211 | $155,328,127,625 | 222474 | 1165 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $89,148,595,824 | 25199 | 550 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $65,874,566,238 | 112465 | 1465 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | PRIME CAPITAL INVESTMENT ADVISORS, LLC 6201 College Blvd., Suite #150 Overland Park, KS, 66211 | $16,687,174,483 | 21894 | 329 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
| 5 | FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $12,844,217,759 | 13818 | 67 | A Percentage of AUM, Subscription Fees, Fixed Fees |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. 6363 College Boulevard, Suite 100a Overland Park, KS, 66211-1938 | $7,253,089,278 | 384 | 71 | A Percentage of AUM, Performance Based |
| 7 | MARINER INDEPENDENT ADVISOR NETWORK, LLC 5700 W 112th Street, Suite 500 Overland Park, KS, 66211 | $6,257,201,836 | 24608 | 237 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | MARINER PLATFORM SOLUTIONS 5700 West 112th Street, Suite 500 Overland Park, KS, 66211 | $3,057,968,593 | 6916 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | CREATIVEONE WEALTH, LLC 6330 Sprint Pkwy, Suite 400 Overland Park, KS, 66211 | $2,879,545,390 | 19806 | 169 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
| 10 | TWO WEST CAPITAL ADVISORS LLC 10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560 Overland Park, KS, 66210 | $2,113,780,226 | 455 | 15 | A Percentage of AUM, Fixed Fees |
| 11 | MERITAGE PORTFOLIO MANAGEMENT, INC. 7500 College Blvd, Suite 1212 Overland Park, KS, 66210 | $1,910,042,932 | 1415 | 17 | A Percentage of AUM |
| 12 | CREATIVEONE SECURITIES, LLC 6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211 | $1,716,928,244 | 20986 | 180 | A Percentage of AUM, Hourly charges |
| 13 | V WEALTH ADVISORS LLC 6800 College Blvd., Suite 380 Overland Park, KS, 66211-1534 | $1,518,196,247 | 4746 | 69 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SELECTION OF OTHER ADVISOR FEES) |
| 14 | PRISM FINANCIAL GROUP, L.L.C. 7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984 | $1,239,251,003 | 2134 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | SUNESIS ADVISORS, LLC 6750 W 93rd Street, Suite 100 Overland Park, KS, 66212 | $1,096,555,847 | 497 | 6 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Overland Park, Kansas
QualificationsFirm CRD# 105348
Assets Under Management $155,328,127,625
No. Of Clients222474
Clients Per Financial Advisor191
CREATIVE PLANNING is a financial advisory firm situated in Overland Park, Kansas. With a nearly $155B assets under management, the firm specializes in crafting personalized retirement planning solutions for 222474 clients. The team consists of 1165 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106766
Assets Under Management $89,148,595,824
No. Of Clients25199
Clients Per Financial Advisor46
ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $89B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25199 clients. The team consists of 550 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 140195
Assets Under Management $65,874,566,238
No. Of Clients112465
Clients Per Financial Advisor77
MARINER WEALTH ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112465 clients. The team consists of 1465 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 288712
Assets Under Management $16,687,174,483
No. Of Clients21894
Clients Per Financial Advisor67
PRIME CAPITAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21894 clients. The team consists of 329 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (SEMINAR FEES
- PROMOTER FEES
- SUBSCRIPTION FEE FINANCIAL PLANS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106398
Assets Under Management $12,844,217,759
No. Of Clients13818
Clients Per Financial Advisor206
FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13818 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Subscription Fees
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 123711
Assets Under Management $7,253,089,278
No. Of Clients384
Clients Per Financial Advisor5
TORTOISE CAPITAL ADVISORS, L.L.C. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 clients. The team consists of 71 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283824
Assets Under Management $6,257,201,836
No. Of Clients24608
Clients Per Financial Advisor104
MARINER INDEPENDENT ADVISOR NETWORK, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24608 clients. The team consists of 237 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
- Selection of Other Advisors
QualificationsFirm CRD# 305418
Assets Under Management $3,057,968,593
No. Of Clients6916
Clients Per Financial Advisor92
MARINER PLATFORM SOLUTIONS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6916 clients. The team consists of 75 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
QualificationsFirm CRD# 281213
Assets Under Management $2,879,545,390
No. Of Clients19806
Clients Per Financial Advisor117
CREATIVEONE WEALTH, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19806 clients. The team consists of 169 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 (SUB-ADVISER FEES/SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 154543
Assets Under Management $2,113,780,226
No. Of Clients455
Clients Per Financial Advisor30
TWO WEST CAPITAL ADVISORS LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 15 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 107177
Assets Under Management $1,910,042,932
No. Of Clients1415
Clients Per Financial Advisor83
MERITAGE PORTFOLIO MANAGEMENT, INC. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1415 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 152974
Assets Under Management $1,716,928,244
No. Of Clients20986
Clients Per Financial Advisor117
CREATIVEONE SECURITIES, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20986 clients. The team consists of 180 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# 153278
Assets Under Management $1,518,196,247
No. Of Clients4746
Clients Per Financial Advisor69
V WEALTH ADVISORS LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4746 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Subscription Fees
- Fixed Fees
- Other (SELECTION OF OTHER ADVISOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 112315
Assets Under Management $1,239,251,003
No. Of Clients2134
Clients Per Financial Advisor305
PRISM FINANCIAL GROUP, L.L.C. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2134 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
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 159114
Assets Under Management $1,096,555,847
No. Of Clients497
Clients Per Financial Advisor83
SUNESIS ADVISORS, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
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.