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Personalized advice for portfolio size
of 100K & above
Kansas is a charming state, known for its beautiful parks, thriving small businesses, and friendly community. This state offers a range of opportunities for its 2.9 million residents, including employment options and access to affordable housing. Even though the cost of living in Kansas is 12% lower than the national average, the state's rising costs of healthcare and education make it important for residents to prioritize their financial future. This is where using the services of a financial advisor can be beneficial. Kansas residents can utilize WiserAdvisor's directory of vetted financial advisors and advisory firms below to compare ranked financial advisors in and around their area. Each fiduciary advisor provides various financial services including financial planning, investment management, wealth management, retirement planning, estate planning, and more.
Kansas
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Kansas
have an average of
27
years of experience.
NOTE: The list of vetted financial
advisors in
Kansas
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Kansas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
James Claiborne
CLU®, CFS, ChFC® FINANCIAL PARTNERS GROUP 10925 Antioch Road, Suite 100, Overland Park, KS 66210 |
28 Years | $115,000,000 | Not Specified | Fee-Based |
|
Richard Stumpf
CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF® FINANCIAL BENEFITS, INC 3500 North Rock Road, Bulding 300 A, Wichita, KS 67226 |
33 Years | $100,000,000 | $100,000 | Fee-Based |
|
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS 6201 College Boulevard, Suite 150, Overland Park, KS 66211 |
20 Years | Not Specified | $500,000 | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
10925 Antioch Road,
Suite 100,
Overland Park,
KS
66210
Phone Number
913-948-9489
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®) and Charted Life Underwriter (CLU®). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*
Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 1454350
Firm CRD# 39543
Series 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
3500 North Rock Road,
Bulding 300 A,
Wichita,
KS
67226
Phone Number
316-315-0147
Richard is a Certified Financial Planner® (CFP). Retirement income planning is his specialty, as is investment management for clients who are retired or nearing retirement. Richard is an Accredited Investment Fiduciary. He is also a National Social Security Advisor certificate holder. He helps clients with all aspects of their financial life, from basic budgeting to complicated estate plans. He has been a national board member for both the Certified Financial Planner organization and the Financial Planning Association, the professional organization for financial planners. Richard leads a firm with 4 financial advisors. The firm also includes a Medicare specialist.
Richard is a Certified Financial Planner practitioner and Certified Employee Benefits Specialist, practicing financial planning since 1986. Richard is also an Accredited Investment Fiduciary. The firm provides comprehensive personal and business financial planning for owners and executives of companies, and employee health and retirement benefits for employees. Our main focus is retirement planning for both individuals and companies. Our investment style is called Risk Managed Investing. We manage for risk first, and return second.
Advisory Services Provided:
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
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Compensation/Fee Fee-Only
Office Location
6201 College Boulevard,
Suite 150,
Overland Park,
KS
66211
Phone Number
913-491-6226
Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration. Want to learn more about Joe? Visit his website: https://pciaharrish.com/
Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831
Advisory Services Provided:
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
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10950 Grandview Drive,
Suite 600,
Overland Park,
KS
66210
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1428 | 269686 | $217,399,324,981 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 550 | 57121 | $107,102,338,153 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
|
| 1498 | 132567 | $81,106,925,484 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 578 | 277294 | $27,082,623,332 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 353 | 30635 | $24,362,866,552 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS) |
|
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS 66205 |
56 | 149 | $22,544,205,893 | A percentage of AUM, Performance Based |
| 68 | 14421 | $15,083,813,669 | A percentage of AUM, Subscription fees, Fixed fees |
|
| 184 | 27977 | $8,146,610,014 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 40 | 5032 | $7,212,926,049 | A percentage of AUM, Fixed fees |
|
| 54 | 359 | $6,906,161,911 | A percentage of AUM, Performance Based |
|
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS 66205 |
56 | 17 | $6,160,320,918 | A percentage of AUM, Performance Based |
| 102 | 8802 | $4,345,628,317 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 201 | 21910 | $3,430,274,685 | A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEES) |
|
| 6 | 6 | $3,149,823,730 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 36 | 5010 | $3,085,389,748 | A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES) |
To find a trustworthy financial advisor in Kansas who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
Yes, there are financial advisors in Kansas who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.
The fees you can expect to pay when working with a financial advisor in Kansas can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.
Yes, there are financial advisors in Kansas who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if starting late in life.
The typical minimum asset requirement for working with a financial advisor in Kansas can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.
Financial advisors in Kansas typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, as well as utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies. Advisors may also provide educational resources to enhance financial literacy, use rebalancing tools to ensure alignment with long-term objectives and use goal tracking to help clients monitor specific financial targets. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.
While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Kansas can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.
A retirement planning advisor in Kansas can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.
When choosing a financial advisor in Kansas, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor.
When choosing a financial advisor in Kansas, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.
When choosing a financial advisor in Kansas, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Working with a financial advisor in Kansas can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read further about the benefits of working with a financial advisor.
Financial advisors in Kansas may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our Kansas directory, you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.
Yes, there are financial advisors in Kansas who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing that you should ask your financial advisor.
