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Financial planning in Leawood, KS

10 advisers in Leawood offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

Cetera 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 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 reportedNormandy Investment Advisors12728 State Line Rd. · Leawood, KS 66209 · (913) 914-1944 · Financial planningCRD 316321 · % of assets, Fixed fees · $273.4 million AUMSEC 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