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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 - September 6, 2024Wichita 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
VERIFIEDRichard Stumpf
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Wichita, Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | IMA WEALTH 430 E Douglas Ave, Suite 400 Wichita, KS, 67202 | $721,277,792 | 404 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WEALTH ALLIANCE ADVISORY GROUP, LLC 10585 E 21st N, Wichita, KS, 67207 | $526,971,078 | 1847 | 7 | 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 | $483,439,015 | 131 | 8 | A Percentage of AUM, Fixed Fees |
| 4 | PINION WEALTH MANAGEMENT, LLC 1605 North Waterfront Parkway, Suite 200 Wichita, KS, 67206 | $326,647,044 | 768 | 8 | 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 | $166,865,147 | 707 | 7 | A Percentage of AUM, Fixed Fees |
| 6 | AGH WEALTH ADVISORS, LLC 301 N. Main Street, Suite 1700 Wichita, KS, 67202 | $141,137,849 | 382 | 5 | 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
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
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
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
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
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
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 Lawrence, Kansas
- 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.