Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > kansas > wichita

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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

Last Updated - April 25, 2025

Wichita has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Wichita, Kansas have an average of 33 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Wichita, Kansas

VERIFIED

Richard 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

Address

3500 North Rock Road,
Bulding 300 A,
Wichita, KS 67226 See Details

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

Find An Advisor

Top 8 Retirement Planning firms in Wichita, Kansas (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	358 N Main Street, Suite 100 Wichita, KS, 67202	$880,935,144	3991	20	A percentage of AUM, Hourly charges, Fixed fees
2	10585 E 21st N, Wichita, KS, 67207	$803,756,168	907	8	A percentage of AUM, Hourly charges, Fixed fees
3	1605 North Waterfront Parkway, Suite 200 Wichita, KS, 67206	$493,929,508	1211	8	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
4	8100 E 22nd St N, Bldg 800 Ste 101 Wichita, KS, 67226-2308	$461,271,774	117	8	A percentage of AUM, Fixed fees
5	8415 E. 21st Street, North, Suite 150 Wichita, KS, 67206	$222,371,590	756	9	A percentage of AUM, Fixed fees
6	301 N. Main Street, Suite 1700 Wichita, KS, 67202	$197,222,009	417	6	A percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISER REFERRAL FEES)
7	9412 East Central Avenue, Wichita, KS, 67206	$162,000,000	596	3	A percentage of AUM
8	1601 E Douglas Avenue, Wichita, KS, 67211	$70,470,802	78	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Wichita, Kansas

ADAMSBROWN WEALTH CONSULTANTS LLC

Find an Advisor

QualificationsFirm CRD# 308410

Assets Under Management $880,935,144

No. Of Clients3991

Clients Per Financial Advisor200

ADAMSBROWN WEALTH CONSULTANTS LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $881M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3991 clients. The team consists of 20 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

View Full Profile

WEALTH ALLIANCE ADVISORY GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 290329

Assets Under Management $803,756,168

No. Of Clients907

Clients Per Financial Advisor113

WEALTH ALLIANCE ADVISORY GROUP, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $804M assets under management, the firm specializes in crafting personalized retirement planning solutions for 907 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
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

PINION WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 114556

Assets Under Management $493,929,508

No. Of Clients1211

Clients Per Financial Advisor151

PINION WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $494M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1211 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

REDSTONE ADVISORS INC

Find an Advisor

QualificationsFirm CRD# 107699

Assets Under Management $461,271,774

No. Of Clients117

Clients Per Financial Advisor15

REDSTONE ADVISORS INC is a financial advisory firm situated in Wichita, Kansas. With a nearly $461M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 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 and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

GENTRY PRIVATE WEALTH

Find an Advisor

QualificationsFirm CRD# 323208

Assets Under Management $222,371,590

No. Of Clients756

Clients Per Financial Advisor84

GENTRY PRIVATE WEALTH is a financial advisory firm situated in Wichita, Kansas. With a nearly $222M assets under management, the firm specializes in crafting personalized retirement planning solutions for 756 clients. The team consists of 9 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

View Full Profile

AGH WEALTH ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 146796

Assets Under Management $197,222,009

No. Of Clients417

Clients Per Financial Advisor70

AGH WEALTH ADVISORS, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 417 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
Other (THIRD PARTY ADVISER REFERRAL 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
Other (HOURLY CONSULTING SERVICES)

View Full Profile

DOUGLASS INVESTMENT GROUP

Find an Advisor

QualificationsFirm CRD# 331223

Assets Under Management $162,000,000

No. Of Clients596

Clients Per Financial Advisor199

DOUGLASS INVESTMENT GROUP is a financial advisory firm situated in Wichita, Kansas. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

ACCESS CAPITAL, LLC

Find an Advisor

QualificationsFirm CRD# 327013

Assets Under Management $70,470,802

No. Of Clients78

Clients Per Financial Advisor78

ACCESS CAPITAL, LLC is a financial advisory firm situated in Wichita, Kansas. With a nearly $70M assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 1 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

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.