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Find Retirement Advisors for Retirement Planning in Prairie Village, Kansas

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Prairie Village, Kansas

Last Updated - April 30, 2025

Prairie Village has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Prairie Village, Kansas have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Prairie Village, Kansas

VERIFIED

Joe Harrish
Prime Capital Investment Advisors

Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65

Minimum Assets Required
$500,000

Address

6201 College Boulevard,
Suite 150,
Overland Park, KS 66211 See Details

Advisory Services:

Compensation/Fee

Fee-Only

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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

Address

10925 Antioch Road,
Suite 100,
Overland Park, KS 66210 See Details

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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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

10950 Grandview Drive,
Suite 600,
Overland Park, KS 66210 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Michael Fiammetta
Lpl

Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Address

16 SE 3rd Street,
Lees Summit, MO 64063 See Details

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	7301 Mission Road, Suite 326 Prairie Village, KS, 66208	$630,582,242	1579	51	A percentage of AUM, Hourly charges, Fixed fees
2	4200 W. 83rd Street, Suite 101 Prairie Village, KS, 66208	$397,413,891	53	5	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING SERVICES FOR FEE FOR SERVICE BASIS)
3	4200 Somerset Drive, Suite 217 Prairie Village, KS, 66208-5249	$184,734,181	519	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Prairie Village, Kansas

FORTIS CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 309709

Assets Under Management $630,582,242

No. Of Clients1579

Clients Per Financial Advisor31

FORTIS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Prairie Village, Kansas. With a nearly $631M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1579 clients. The team consists of 51 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
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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WESTWARD INVESTMENT ADVISORY

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QualificationsFirm CRD# 281742

Assets Under Management $397,413,891

No. Of Clients53

Clients Per Financial Advisor11

WESTWARD INVESTMENT ADVISORY is a financial advisory firm situated in Prairie Village, Kansas. With a nearly $397M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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PETROVIC FINANCIAL SERVICES

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QualificationsFirm CRD# 273039

Assets Under Management $184,734,181

No. Of Clients519

Clients Per Financial Advisor173

PETROVIC FINANCIAL SERVICES is a financial advisory firm situated in Prairie Village, Kansas. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 519 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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