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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 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 registration checks. 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 25, 2025

Overland Park has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 65 non-vetted advisors in your local area. These retirement advisors in Overland Park, Kansas have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Overland Park, Kansas

advisor
vector.svg VERIFIED

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
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

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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
vector.svg VERIFIED

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5454 W. 110th Street,
Overland Park, KS, 66211
$217,399,324,9812696861428
A percentage of AUM, Hourly charges, Fixed fees
2

11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$107,102,338,15357121550
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3

5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$81,106,925,4841325671498
A percentage of AUM, Hourly charges, Fixed fees
4

6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS)
5

5901 College Boulevard, Suite 110
Overland Park, KS, 66211
$15,083,813,6691442168
A percentage of AUM, Subscription fees, Fixed fees
6

5700 W 112th Street, Suite 500
Overland Park, KS, 66211
$8,146,610,01427977184
A percentage of AUM, Hourly charges, Fixed fees
7

5901 College Boulevard, Suite 400
Overland Park, KS, 66211-1861
$6,906,161,91135954
A percentage of AUM, Performance Based
8

5700 West 112th Street, Suite 500
Overland Park, KS, 66211
$4,345,628,3178802102
A percentage of AUM, Hourly charges, Fixed fees
9

6330 Sprint Pkwy, Suite 400
Overland Park, KS, 66211
$3,430,274,68521910201
A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES)
10

10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560
Overland Park, KS, 66210
$2,760,229,371103515
A percentage of AUM, Fixed fees
11

7500 College Blvd, Suite 1212
Overland Park, KS, 66210
$2,369,159,436149318
A percentage of AUM
12

6330 Sprint Parkway, Suite 400,
Overland Park, KS, 66211
$1,718,842,25322082186
A percentage of AUM, Hourly charges
13

7101 College Blvd. Suite 900,
Overland Park, KS, 66210-1984
$1,698,069,94324749
A percentage of AUM, Hourly charges, Fixed fees
14

6750 W 93rd Street, Suite 250
Overland Park, KS, 66212
$1,211,340,1264757
A percentage of AUM, Fixed fees
15

6201 College Blvd, Suite 650
Overland Park, KS, 66211
$1,140,000,000551218
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Overland Park, Kansas

QualificationsFirm CRD# 105348

Assets Under Management $217,399,324,981

No. Of Clients269686

Clients Per Financial Advisor189

CREATIVE PLANNING is a financial advisory firm situated in Overland Park, Kansas. With a nearly $217B assets under management, the firm specializes in crafting personalized retirement planning solutions for 269686 clients. The team consists of 1428 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 106766

Assets Under Management $107,102,338,153

No. Of Clients57121

Clients Per Financial Advisor104

ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $107B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57121 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 140195

Assets Under Management $81,106,925,484

No. Of Clients132567

Clients Per Financial Advisor88

MARINER WEALTH is a financial advisory firm situated in Overland Park, Kansas. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132567 clients. The team consists of 1498 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (FAMILY OFFICE SERVICES)
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QualificationsFirm CRD# 288712

Assets Under Management $24,362,866,552

No. Of Clients30635

Clients Per Financial Advisor87

PRIME CAPITAL FINANCIAL is a financial advisory firm situated in Overland Park, Kansas. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30635 clients. The team consists of 353 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS)
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QualificationsFirm CRD# 106398

Assets Under Management $15,083,813,669

No. Of Clients14421

Clients Per Financial Advisor212

FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14421 clients. The team consists of 68 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 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
  • Publication of periodicals and newsletters
  • Other (ASSET ALLOCATION SERVICES)
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QualificationsFirm CRD# 283824

Assets Under Management $8,146,610,014

No. Of Clients27977

Clients Per Financial Advisor152

MARINER INDEPENDENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27977 clients. The team consists of 184 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 123711

Assets Under Management $6,906,161,911

No. Of Clients359

Clients Per Financial Advisor7

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 359 clients. The team consists of 54 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
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QualificationsFirm CRD# 305418

Assets Under Management $4,345,628,317

No. Of Clients8802

Clients Per Financial Advisor86

MARINER INDEPENDENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8802 clients. The team consists of 102 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 281213

Assets Under Management $3,430,274,685

No. Of Clients21910

Clients Per Financial Advisor109

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 21910 clients. The team consists of 201 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (SUB ADVISER SERVICES)
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QualificationsFirm CRD# 154543

Assets Under Management $2,760,229,371

No. Of Clients1035

Clients Per Financial Advisor69

TWO WEST CAPITAL ADVISORS 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 1035 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 107177

Assets Under Management $2,369,159,436

No. Of Clients1493

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 1493 clients. The team consists of 18 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 152974

Assets Under Management $1,718,842,253

No. Of Clients22082

Clients Per Financial Advisor119

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 22082 clients. The team consists of 186 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 112315

Assets Under Management $1,698,069,943

No. Of Clients2474

Clients Per Financial Advisor275

PRISM FINANCIAL GROUP, L.L.C. 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 2474 clients. The team consists of 9 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 159114

Assets Under Management $1,211,340,126

No. Of Clients475

Clients Per Financial Advisor68

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 475 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS)
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QualificationsFirm CRD# 331165

Assets Under Management $1,140,000,000

No. Of Clients5512

Clients Per Financial Advisor306

CALIBER WEALTH MANAGEMENT, 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 5512 clients. The team consists of 18 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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