National Retirement Planning Experts

National Coverage
Local Professionals

WESTWARD INVESTMENT ADVISORY

4200 W. 83rd Street
Suite 101
Prairie Village, Kansas 66208
Tel: 414-716-6300

Need a Financial Advisor?
Compare Vetted Advisors

About WESTWARD INVESTMENT ADVISORY

WESTWARD INVESTMENT ADVISORY, formally registered with the SEC as WESTWARD INVESTMENT ADVISORY. The firm was established in 05/27/2020. They have over 2 offices throughout the country.

WESTWARD INVESTMENT ADVISORY is a Prairie Village, Kansas based Financial Planning firm with nearly $326,578,389 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281742
SEC#801-118800
Assets Managed by Firm$326,578,389
No. of Clients54
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(CONSULTING SERVICES FOR FEE FOR SERVICE BASIS)

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total54$326,578,389
Individuals (other than high net worth individuals)5$1,488,095
High net worth individuals10$320,675,232
Charitable organizationsFewer than 5 clients$2,095,316
Corporations or other businessesFewer than 5 clients$2,319,746

More Retirement Planning firms in Prairie Village, 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 Prairie Village, Kansas