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

Last Updated - June 18, 2024

Wichita has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Wichita, Kansas have an average of 33 years of experience.

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List of Qualified Retirement Planning Advisors in Wichita, Kansas

advisor-photo
vector.svg VERIFIED

Richard Stumpf
Certified Employee Benefits Specialist(CEBS), CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF®
Financial Benefits, Inc

Qualifications
CRD# 1454350
Firm CRD# 39543
Series 7, 24, 63, 65

Minimum Assets Required
$100,000

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, Hourly, Commissions, Flat Fee, Based on Assets

Top 6 Retirement Planning firms in Wichita, Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
IMA WEALTH
430 E Douglas Ave, Suite 400
Wichita, KS, 67202
$721,277,79240421
A Percentage of AUM, Hourly charges, Fixed Fees
2
WEALTH ALLIANCE ADVISORY GROUP, LLC
10585 E 21st N,
Wichita, KS, 67207
$526,971,07818477
A Percentage of AUM, Hourly charges, Fixed Fees
3
REDSTONE ADVISORS INC
8100 E 22nd St N, Bldg 800 Ste 101
Wichita, KS, 67226-2308
$483,439,0151318
A Percentage of AUM, Fixed Fees
4
PINION WEALTH MANAGEMENT, LLC
1605 North Waterfront Parkway, Suite 200
Wichita, KS, 67206
$326,647,0447688
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES)
5
GENTRY PRIVATE WEALTH
515 S. Main Street, Suite 111
Wichita, KS, 67202
$166,865,1477077
A Percentage of AUM, Fixed Fees
6
AGH WEALTH ADVISORS, LLC
301 N. Main Street, Suite 1700
Wichita, KS, 67202
$141,137,8493825
A Percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISER REFERRAL FEES)

Information on Top Retirement Planning firms in Wichita, Kansas

QualificationsFirm CRD# 112091

Assets Under Management $721,277,792

No. Of Clients404

Clients Per Financial Advisor19

IMA WEALTH is a financial advisory firm situated in Wichita, Kansas. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 21 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
View Full Profile

QualificationsFirm CRD# 290329

Assets Under Management $526,971,078

No. Of Clients1847

Clients Per Financial Advisor264

WEALTH ALLIANCE ADVISORY GROUP, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $527M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1847 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 107699

Assets Under Management $483,439,015

No. Of Clients131

Clients Per Financial Advisor16

REDSTONE ADVISORS INC is a financial advisory firm situated in Wichita, Kansas. With a nearly $483M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 114556

Assets Under Management $326,647,044

No. Of Clients768

Clients Per Financial Advisor96

PINION WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $327M assets under management, the firm specializes in crafting personalized retirement planning solutions for 768 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
  • Other (SOLICITOR/REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 323208

Assets Under Management $166,865,147

No. Of Clients707

Clients Per Financial Advisor101

GENTRY PRIVATE WEALTH is a financial advisory firm situated in Wichita, Kansas. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 707 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 146796

Assets Under Management $141,137,849

No. Of Clients382

Clients Per Financial Advisor76

AGH WEALTH ADVISORS, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 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
  • Other (THIRD PARTY ADVISER REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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