Fee-OnlyFinder

Advisers in Lawrence, KS

7 advisers in Lawrence — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)% of assets managed (6)

All advisers

Kaylin Dillon Financial Planning1031 Vermont Street, Ste. 141 · Lawrence, KS 66044 · (785) 838-5500 · Financial planningCRD 313944 · % of assets, Hourly charges, Fixed fees · $14.5 million AUMState registeredNo commissions reportedMattern Wealth Management LLC1811 Wakarusa Drive, Suite 103 · Lawrence, KS 66047 · (785) 842-7680 · Financial planningCRD 304520 · % of assets, Hourly charges, Fixed fees · $579.0 million AUMSEC registeredNo commissions reportedMooberry Financial Management, LLC901 Kentucky, Suite 202 · Lawrence, KS 66044 · (785) 842-6662 · Financial planningCRD 114512 · Hourly charges, Fixed feesState registeredNo commissions reportedRademacher Financial, INC.1505 Kasold Drive · Lawrence, KS 66047 · (785) 865-5308 · Financial planningCRD 114067 · % of assets, Hourly charges, Fixed fees · $234.3 million AUMSEC registeredNo commissions reportedRetirement Portfolios, LLC1429 Oread W Dr #110a · Lawrence, KS 66049 · (785) 330-9292 · Financial planningCRD 330289 · % of assets, Hourly charges, Fixed fees · $290.0 million AUMSEC registeredNo commissions reportedThe Perspective Group1421 Research Park Drive, Suite 3a · Lawrence, KS 66044 · (785) 749-1881 · Financial planningCRD 175294 · % of assets, Hourly charges, Fixed fees · $225.1 million AUMSEC registeredNo commissions reportedTriad Wealth Partners, LLC730 New Hampshire St., Unit 222 · Lawrence, KS 66044 · (785) 830-0000 · Financial planningCRD 326523 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported
Talking to advisers in Lawrence? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.