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Find Retirement Advisors for Retirement Planning in Topeka, 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 Topeka, Kansas

Last Updated - May 15, 2025

Topeka has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Topeka, Kansas have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Topeka, Kansas

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

Find An Advisor

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

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:

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

Find An Advisor

Top 9 Retirement Planning firms in Topeka, Kansas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578	A percentage of AUM, Hourly charges, Fixed fees
2	716 South Kansas Avenue, Topeka, KS, 66603-3808	$810,559,576	1817	12	A percentage of AUM, Hourly charges, Fixed fees
3	1201 Sw Oakley Avenue, Topeka, KS, 66604	$508,574,924	2779	27	A percentage of AUM, Other (COMMISSIONS ON INSURANCE PRODUCT SALES)
4	Townsite Plaza 3, 120 Se 6th Ave, Suite 110 Topeka, KS, 66603	$352,817,232	1679	8	A percentage of AUM, Hourly charges, Fixed fees
5	6540 Sw 10th Avenue, Topeka, KS, 66615	$218,023,298	1099	2	A percentage of AUM, Hourly charges
6	120 Se 6th Avenue, Townsite Plaza #2, Suite 105 Topeka, KS, 66603-3515	$196,000,000	800	33	A percentage of AUM, Hourly charges, Fixed fees, Other (TIMING SERVICES PROVIDED BY OTHERS)
7	1414 Sw Ashworth Place, Suite 200 Topeka, KS, 66604	$151,549,748	601	3	A percentage of AUM, Hourly charges, Fixed fees
8	5909 Sw 28th St. #100, Topeka, KS, 66614	$128,000,000	250	3	A percentage of AUM, Hourly charges, Fixed fees
9	2820 Sw Mission Woods Drive, Topeka, KS, 66614	$115,269,124	540	7	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Topeka, Kansas

AE WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 282580

Assets Under Management $27,082,623,332

No. Of Clients277294

Clients Per Financial Advisor480

AE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 277294 clients. The team consists of 578 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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CLAYTON WEALTH PARTNERS

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QualificationsFirm CRD# 105898

Assets Under Management $810,559,576

No. Of Clients1817

Clients Per Financial Advisor151

CLAYTON WEALTH PARTNERS is a financial advisory firm situated in Topeka, Kansas. With a nearly $811M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1817 clients. The team consists of 12 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
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

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CARLSON FINANCIAL

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QualificationsFirm CRD# 295907

Assets Under Management $508,574,924

No. Of Clients2779

Clients Per Financial Advisor103

CARLSON FINANCIAL is a financial advisory firm situated in Topeka, Kansas. With a nearly $509M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2779 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (COMMISSIONS ON INSURANCE PRODUCT SALES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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ENDEAVOR PRIVATE WEALTH, INC.

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QualificationsFirm CRD# 313053

Assets Under Management $352,817,232

No. Of Clients1679

Clients Per Financial Advisor210

ENDEAVOR PRIVATE WEALTH, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1679 clients. The team consists of 8 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

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CORNERSTONE ADVISORS

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QualificationsFirm CRD# 114510

Assets Under Management $218,023,298

No. Of Clients1099

Clients Per Financial Advisor550

CORNERSTONE ADVISORS is a financial advisory firm situated in Topeka, Kansas. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1099 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

OFG FINANCIAL SERVICES, INC.

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QualificationsFirm CRD# 23940

Assets Under Management $196,000,000

No. Of Clients800

Clients Per Financial Advisor24

OFG FINANCIAL SERVICES, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 800 clients. The team consists of 33 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 (TIMING SERVICES PROVIDED BY OTHERS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

PROACTIVE CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 297791

Assets Under Management $151,549,748

No. Of Clients601

Clients Per Financial Advisor200

PROACTIVE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 601 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
Other (FINANCIAL PLANNING SERVICES INCLUDED IN)

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NEXT GENERATION INVESTING, LLC

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QualificationsFirm CRD# 149017

Assets Under Management $128,000,000

No. Of Clients250

Clients Per Financial Advisor83

NEXT GENERATION INVESTING, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 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
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

View Full Profile

RETIREWISE TAX AND WEALTH ADVISORS, INC.

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QualificationsFirm CRD# 284394

Assets Under Management $115,269,124

No. Of Clients540

Clients Per Financial Advisor77

RETIREWISE TAX AND WEALTH ADVISORS, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 540 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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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