National Retirement Planning Experts

National Coverage
Local Professionals

SUNESIS ADVISORS, LLC

6750 W 93rd Street
Suite 100
Overland Park, Kansas 66212
Tel: 913-815-4460

Need a Financial Advisor?
Compare Vetted Advisors

About SUNESIS ADVISORS, LLC

SUNESIS ADVISORS, LLC, formally registered with the SEC as SUNESIS ADVISORS, LLC. The firm was established in 10/19/2011. They have over 1 offices throughout the country.

SUNESIS ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $1,096,555,847 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159114
SEC#801-72788
Assets Managed by Firm$1,096,555,847
No. of Clients497
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total497$1,096,555,847
High net worth individuals14$1,071,678,208
Charitable organizationsFewer than 5 clients$24,877,639

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$155,328,127,6252224741165
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848

Explore More Retirement Advisors in Overland Park, Kansas