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Find Retirement Advisors for Retirement Planning in Kansas, Ulysses
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.
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Top 15 Retirement Planning firms in Ulysses, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $107,102,338,153 | 57121 | 550 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $81,106,925,484 | 132567 | 1498 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 | A percentage of AUM, Performance Based |
| 4 | 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $15,083,813,669 | 14421 | 68 | A percentage of AUM, Subscription fees, Fixed fees |
| 5 | 5420 West 61st Place, Mission, KS, 66205-3084 | $7,212,926,049 | 5032 | 40 | A percentage of AUM, Fixed fees |
| 6 | 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861 | $6,906,161,911 | 359 | 54 | A percentage of AUM, Performance Based |
| 7 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $6,160,320,918 | 17 | 56 | A percentage of AUM, Performance Based |
| 8 | 3705 Clinton Parkway, Suite 103b Lawrence, KS, 66047 | $3,149,823,730 | 6 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $3,085,389,748 | 5010 | 36 | A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES) |
| 10 | 10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560 Overland Park, KS, 66210 | $2,760,229,371 | 1035 | 15 | A percentage of AUM, Fixed fees |
| 11 | 2121 E. Crawford Place, Salina, KS, 67401 | $2,574,184,941 | 413 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 7500 College Blvd, Suite 1212 Overland Park, KS, 66210 | $2,369,159,436 | 1493 | 18 | A percentage of AUM |
| 13 | 13550 W 95th St., Lenexa, KS, 66227 | $2,073,107,856 | 13592 | 92 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 11150 Overbrook, Suite 310, Leawood, KS, 66211 | $2,014,265,251 | 145 | 13 | Hourly charges, Fixed fees |
| 15 | 5700 West 112th Street, Suite 500 Overland Park,, KS, 66211 | $1,917,168,691 | 4733 | 12 | A percentage of AUM |
Information on Top Retirement Planning firms in Ulysses, Kansas
QualificationsFirm CRD# 106766
Assets Under Management $107,102,338,153
No. Of Clients57121
Clients Per Financial Advisor104
ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $107B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57121 clients. The team consists of 550 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 140195
Assets Under Management $81,106,925,484
No. Of Clients132567
Clients Per Financial Advisor88
MARINER WEALTH is a financial advisory firm situated in Overland Park, Kansas. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132567 clients. The team consists of 1498 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 155697
Assets Under Management $22,544,205,893
No. Of Clients149
Clients Per Financial Advisor3
PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (COLLATERAL MANAGER FOR CLOS/CDOS)
QualificationsFirm CRD# 106398
Assets Under Management $15,083,813,669
No. Of Clients14421
Clients Per Financial Advisor212
FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14421 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (ASSET ALLOCATION SERVICES)
QualificationsFirm CRD# 111087
Assets Under Management $7,212,926,049
No. Of Clients5032
Clients Per Financial Advisor126
KORNITZER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Mission, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5032 clients. The team consists of 40 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 123711
Assets Under Management $6,906,161,911
No. Of Clients359
Clients Per Financial Advisor7
TORTOISE CAPITAL ADVISORS, L.L.C. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310321
Assets Under Management $6,160,320,918
No. Of Clients17
Clients Per Financial Advisor0
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 309023
Assets Under Management $3,149,823,730
No. Of Clients6
Clients Per Financial Advisor1
VETA INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109796
Assets Under Management $3,085,389,748
No. Of Clients5010
Clients Per Financial Advisor139
FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5010 clients. The team consists of 36 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 (PLANNING 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
- Other (DEFINED CONTRIBUTION PLANS)
QualificationsFirm CRD# 154543
Assets Under Management $2,760,229,371
No. Of Clients1035
Clients Per Financial Advisor69
TWO WEST CAPITAL ADVISORS LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1035 clients. The team consists of 15 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 148479
Assets Under Management $2,574,184,941
No. Of Clients413
Clients Per Financial Advisor41
ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 clients. The team consists of 10 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 investment companies
QualificationsFirm CRD# 107177
Assets Under Management $2,369,159,436
No. Of Clients1493
Clients Per Financial Advisor83
MERITAGE PORTFOLIO MANAGEMENT, INC. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1493 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 324624
Assets Under Management $2,073,107,856
No. Of Clients13592
Clients Per Financial Advisor148
MODERN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lenexa, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13592 clients. The team consists of 92 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
- Selection for other advisors
QualificationsFirm CRD# 330112
Assets Under Management $2,014,265,251
No. Of Clients145
Clients Per Financial Advisor11
PANDI, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- 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
QualificationsFirm CRD# 151664
Assets Under Management $1,917,168,691
No. Of Clients4733
Clients Per Financial Advisor394
BAYSTATE WEALTH MANAGEMENT is a financial advisory firm situated in Overland Park,, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4733 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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 Wichita, Kansas
Looking for more choices? Use our free match service to compare retirement planners serving your area.