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Find Retirement Advisors for Retirement Planning in Prairie Village, 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 Prairie Village, Kansas
Last Updated - September 9, 2024Prairie Village has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Prairie Village, Kansas have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Prairie Village, 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
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
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
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 2 Retirement Planning firms in Prairie Village, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WESTWARD INVESTMENT ADVISORY 4200 W. 83rd Street, Suite 101 Prairie Village, KS, 66208 | $326,578,389 | 54 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING SERVICES FOR FEE FOR SERVICE BASIS) |
| 2 | PETROVIC FINANCIAL SERVICES 4200 Somerset Drive, Suite 217 Prairie Village, KS, 66208-5249 | $153,183,988 | 556 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Prairie Village, Kansas
QualificationsFirm CRD# 281742
Assets Under Management $326,578,389
No. Of Clients54
Clients Per Financial Advisor11
WESTWARD INVESTMENT ADVISORY is a financial advisory firm situated in Prairie Village, Kansas. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 5 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 (CONSULTING SERVICES FOR FEE FOR SERVICE BASIS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 273039
Assets Under Management $153,183,988
No. Of Clients556
Clients Per Financial Advisor185
PETROVIC FINANCIAL SERVICES is a financial advisory firm situated in Prairie Village, Kansas. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 556 clients. The team consists of 3 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
- Pension Consulting Services
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 Lawrence, Kansas
- 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.