Fee-OnlyFinder

Advisers in Leawood, KS

13 advisers in Leawood — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (3)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

503 Capital Partners, LLC4000 W. 114th Street, Suite 260 · Leawood, KS 66211 · (913) 279-0177 · % of assets managedCRD 327580 · % of assets, Performance-based fees · $636.4 million AUMSEC registeredNo commissions reportedCetera Planning Partners11460 Tomahawk Creek Pkwy, Suite 400 · Leawood, KS 66211 · (913) 498-8898 · Financial planningCRD 129625 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedEtf Portfolio Partners, INC.4831 W. 136th Street, Suite 300 · Leawood, KS 66224 · (913) 851-1100 · Financial planningCRD 128366 · % of assets · $431.1 million AUMSEC registeredNo commissions reportedEverest Wealth Management4901 W. 136 Street, Suite 1 · Leawood, KS 66224 · (913) 387-2017 · Financial planningCRD 133823 · % of assets · $237.4 million AUMSEC registeredNo commissions reportedFas Wealth Partners, INC.4747 W 135 Street, Suite 100 · Leawood, KS 66224 · (913) 239-2300 · Financial planningCRD 109796 · % of assets, Hourly charges, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedFinancial Planning Partners13401 Mission Rd, Suite 203a · Leawood, KS 66209 · (913) 912-1185 · Hourly feesCRD 131832 · % of assets, Hourly charges · $54.4 million AUMState registeredNo commissions reportedInsight Investment Advisers LLC5251 W 116th Place,, Suite 200 · Leawood, KS 66211 · (913) 800-0954 · Financial planningCRD 286497 · % of assets, Hourly charges, Fixed fees · $71.7 million AUMState registeredNo commissions reportedKavar Capital Partners11460 Tomahawk Creek Parkway, Suite 420 · Leawood, KS 66211 · (913) 428-3300 · Financial planningCRD 311744 · % of assets, Fixed fees, Other · $1.6 billion AUMSEC registeredNo commissions reportedMitchell Capital Management CO11460 Tomahawk Creek Parkway, Suite 410 · Leawood, KS 66211 · (913) 428-3222 · Financial planningCRD 106338 · % of assets · $847.3 million AUMSEC registeredNo commissions reportedMonarch Wealth Management, LLC4901 W. 136th St., Ste 21 · Leawood, KS 66224 · (913) 387-2048 · Financial planningCRD 148648 · % of assets · $49.6 million AUMState registeredNo commissions reported
Normandy Investment Advisors12728 State Line Rd. · Leawood, KS 66209 · (913) 914-1944 · Financial planningCRD 316321 · % of assets, Fixed fees · $273.4 million AUMSEC registeredNo commissions reportedSatya Investment Management, LLC5251 West 116th Street Suite 200 · Leawood, KS 66211 · (646) 232-6876 · % of assets managedCRD 282326 · % of assets · $19.4 million AUMState registeredNo commissions reportedViawealth, LLC8700 State Line Rd, Suite 325 · Leawood, KS 66206 · (844) 484-7849 · Financial planningCRD 309043 · % of assets, Fixed fees · $260.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Leawood? 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.