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Find Retirement Advisors for Retirement Planning in Topeka, 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 Topeka, Kansas
Last Updated - April 13, 2024Topeka has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Topeka, Kansas have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Topeka, Kansas
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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
VERIFIEDAlec Bethurum
Sterneck Capital
Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Topeka, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614 | $21,800,698,476 | 177044 | 571 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | VETA INVESTMENT PARTNERS, LLC 2950 Sw Mcclure Road, Topeka, KS, 66614 | $1,907,976,561 | 4 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | CLAYTON WEALTH PARTNERS 716 South Kansas Avenue, Topeka, KS, 66603-3808 | $627,000,543 | 1747 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CARLSON FINANCIAL 1201 Sw Oakley Avenue, Topeka, KS, 66604 | $342,403,578 | 2901 | 27 | A Percentage of AUM, Other (COMMISSIONS ON INSURANCE PRODUCT SALES) |
| 5 | ENDEAVOR PRIVATE WEALTH, INC. Townsite Plaza 3, 120 Se 6th Ave, Suite 110 Topeka, KS, 66603 | $274,573,359 | 1575 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CORNERSTONE ADVISORS 6540 Sw 10th Avenue, Topeka, KS, 66615 | $194,244,799 | 1091 | 3 | A Percentage of AUM, Hourly charges |
| 7 | CAPITAL PORTFOLIO MANAGEMENT L.L.C. 505 Sw Washburn Ave., Topeka, KS, 66606-1523 | $144,904,365 | 306 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 8 | NEXT GENERATION INVESTING, LLC 5909 Sw 28th St. #100, Topeka, KS, 66614 | $128,000,000 | 250 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | PROACTIVE CAPITAL MANAGEMENT, INC. 1414 Sw Ashworth Place, Suite 200 Topeka, KS, 66604 | $124,419,430 | 923 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | OFG FINANCIAL SERVICES, INC. 120 Se 6th Avenue, Townsite Plaza #2, Suite 105 Topeka, KS, 66603-3515 | $100,000,000 | 350 | 29 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (TIMING SERVICES PROVIDED BY OTHERS) |
Information on Top Retirement Planning firms in Topeka, Kansas
QualificationsFirm CRD# 282580
Assets Under Management $21,800,698,476
No. Of Clients177044
Clients Per Financial Advisor310
AE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 177044 clients. The team consists of 571 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 309023
Assets Under Management $1,907,976,561
No. Of Clients4
Clients Per Financial Advisor1
VETA INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Topeka, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105898
Assets Under Management $627,000,543
No. Of Clients1747
Clients Per Financial Advisor146
CLAYTON WEALTH PARTNERS is a financial advisory firm situated in Topeka, Kansas. With a nearly $627M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1747 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 295907
Assets Under Management $342,403,578
No. Of Clients2901
Clients Per Financial Advisor107
CARLSON FINANCIAL is a financial advisory firm situated in Topeka, Kansas. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2901 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 313053
Assets Under Management $274,573,359
No. Of Clients1575
Clients Per Financial Advisor525
ENDEAVOR PRIVATE WEALTH, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1575 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
- Selection of Other Advisors
QualificationsFirm CRD# 114510
Assets Under Management $194,244,799
No. Of Clients1091
Clients Per Financial Advisor364
CORNERSTONE ADVISORS is a financial advisory firm situated in Topeka, Kansas. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1091 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 127372
Assets Under Management $144,904,365
No. Of Clients306
Clients Per Financial Advisor61
CAPITAL PORTFOLIO MANAGEMENT L.L.C. is a financial advisory firm situated in Topeka, Kansas. With a nearly $145M assets under management, the firm specializes in crafting personalized retirement planning solutions for 306 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
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 297791
Assets Under Management $124,419,430
No. Of Clients923
Clients Per Financial Advisor231
PROACTIVE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 923 clients. The team consists of 4 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 23940
Assets Under Management $100,000,000
No. Of Clients350
Clients Per Financial Advisor12
OFG FINANCIAL SERVICES, INC. is a financial advisory firm situated in Topeka, Kansas. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 29 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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 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.