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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 7, 2024

Overland 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

advisor-photo
vector.svg VERIFIED

Alex 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

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Bryan 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

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Donald 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

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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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

Alec Bethurum
Sterneck Capital

Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Overland Park, Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CREATIVE PLANNING
5454 W. 110th Street,
Overland Park, KS, 66211
$155,328,127,6252224741165
A Percentage of AUM, Hourly charges, Fixed Fees
2
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$89,148,595,82425199550
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
3
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
A Percentage of AUM, Hourly charges, Fixed Fees
4
PRIME CAPITAL INVESTMENT ADVISORS, LLC
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$16,687,174,48321894329
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
$12,844,217,7591381867
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
$7,253,089,27838471
A Percentage of AUM, Performance Based
7
MARINER INDEPENDENT ADVISOR NETWORK, LLC
5700 W 112th Street, Suite 500
Overland Park, KS, 66211
$6,257,201,83624608237
A Percentage of AUM, Hourly charges, Fixed Fees
8
MARINER PLATFORM SOLUTIONS
5700 West 112th Street, Suite 500
Overland Park, KS, 66211
$3,057,968,593691675
A Percentage of AUM, Hourly charges, Fixed Fees
9
CREATIVEONE WEALTH, LLC
6330 Sprint Pkwy, Suite 400
Overland Park, KS, 66211
$2,879,545,39019806169
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
$2,113,780,22645515
A Percentage of AUM, Fixed Fees
11
MERITAGE PORTFOLIO MANAGEMENT, INC.
7500 College Blvd, Suite 1212
Overland Park, KS, 66210
$1,910,042,932141517
A Percentage of AUM
12
CREATIVEONE SECURITIES, LLC
6330 Sprint Parkway, Suite 400,
Overland Park, KS, 66211
$1,716,928,24420986180
A Percentage of AUM, Hourly charges
13
V WEALTH ADVISORS LLC
6800 College Blvd., Suite 380
Overland Park, KS, 66211-1534
$1,518,196,247474669
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
$1,239,251,00321347
A Percentage of AUM, Hourly charges, Fixed Fees
15
SUNESIS ADVISORS, LLC
6750 W 93rd Street, Suite 100
Overland Park, KS, 66212
$1,096,555,8474976
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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