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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 - June 18, 2024

Prairie Village has 5 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Prairie Village, Kansas

advisor-photo
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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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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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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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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

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 2 Retirement Planning firms in Prairie Village, Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WESTWARD INVESTMENT ADVISORY
4200 W. 83rd Street, Suite 101
Prairie Village, KS, 66208
$326,578,389545
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
$153,183,9885563
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
View Full Profile

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
View Full Profile

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