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Advisers in Overland Park, KS

93 advisers in Overland Park — 93 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (78)Hourly fees (49)Flat / fixed fees (64)% of assets managed (90)Retirement plan consulting (38)

All advisers

Allos Investment Advisors, LLC12980 Foster Street, Suite 160 · Overland Park, KS 66213 · (913) 948-7788 · Financial planningCRD 155541 · % of assets, Fixed fees · $73.6 million AUMSEC registeredNo commissions reportedAspen Wealth Management, INC.9300 W. 110th Street, Suite 680 · Overland Park, KS 66210 · (913) 491-0500 · Financial planningCRD 116061 · % of assets, Fixed fees · $83.4 million AUMState registeredNo commissions reportedAspire Wealth Management7400 W. 130th Street, Suite 140 · Overland Park, KS 66213 · (913) 322-3500 · Financial planningCRD 311368 · % of assets, Fixed fees, Other · $51.4 million AUMState registeredNo commissions reportedAspyre Wealth Partners10851 Mastin Blvd., Ste 1050 · Overland Park, KS 66210 · (913) 345-1881 · Financial planningCRD 107212 · % of assets, Hourly charges, Fixed fees · $668.3 million AUMSEC registeredNo commissions reportedBalanced Financial Planning, INC.6701 W. 64th Street, Suite 223 · Overland Park, KS 66202 · (913) 677-1090 · Financial planningCRD 128161 · Hourly charges, Fixed fees · $181.3 million AUMSEC registeredNo commissions reportedBeyond Wealth11225 College Blvd, Suite 115 · Overland Park, KS 66210 · (913) 871-7980 · Financial planningCRD 162231 · % of assets, Hourly charges, Fixed fees · $122.5 million AUMSEC registeredNo commissions reportedBoulder Investment Group7400 W 132nd St., Suite 165 · Overland Park, KS 66213 · (913) 944-4600 · % of assets managedCRD 147809 · % of assets · $72.1 million AUMState registeredNo commissions reportedCabin Advisors, LLC6240 W. 135th Street, Suite 214 · Overland Park, KS 66223 · (913) 933-3351 · Financial planningCRD 312547 · % of assets, Hourly charges, Fixed fees · $220.2 million AUMSEC registeredNo commissions reportedCaliber Wealth Management, LLC6201 College Blvd, Suite 650 · Overland Park, KS 66211 · (913) 303-3920 · Financial planningCRD 331165 · % of assets, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedCenterpoint Advisory Group, LLC7450 West 130th Street, Suite 410 · Overland Park, KS 66213 · (913) 685-3001 · Financial planningCRD 324181 · % of assets, Fixed fees · $276.3 million AUMSEC registeredNo commissions reported
Clearpath Wealth Management, L.c.9393 W. 110th Street, Suite 210 · Overland Park, KS 66210 · (913) 336-3500 · Financial planningCRD 116029 · % of assets, Hourly charges, Performance-based fees · $63.6 million AUMState registeredNo commissions reportedCoplanning Financial LLC7300 West 110th Street, Commerce Plaza I, 7th Floor · Overland Park, KS 66210 · (636) 888-0861 · Financial planningCRD 315970 · Fixed fees · $8.5 million AUMState registeredNo commissions reportedCornerstone Securities LLC9270 Glenwood St, Suite B · Overland Park, KS 66212 · (913) 538-5483 · Financial planningCRD 140379 · % of assets, Hourly charges, Fixed fees · $210.0 million AUMSEC registeredNo commissions reportedCreative Planning5454 W. 110th Street · Overland Park, KS 66211 · (866) 909-5148 · Financial planningCRD 105348 · % of assets, Hourly charges, Fixed fees · $295.6 billion AUMSEC registeredNo commissions reportedCreativeone Securities, LLC6330 Sprint Parkway, Suite 400 · Overland Park, KS 66211 · (913) 814-6097 · Financial planningCRD 152974 · % of assets, Hourly charges · $2.5 billion AUMSEC registeredNo commissions reportedCreativeone Wealth, LLC6330 Sprint Pkwy, Suite 400 · Overland Park, KS 66211 · (913) 402-7897 · Financial planningCRD 281213 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reportedCurtis Capital Advisors7900 College Blvd., Suite 140 · Overland Park, KS 66210 · (913) 344-5443 · Financial planningCRD 330835 · % of assets, Hourly charges, Fixed fees · $165.5 million AUMSEC registeredNo commissions reportedDavis Financial Management, INC.7381 W. 133rd Street, Suite 226 · Overland Park, KS 66213 · (913) 890-7279 · Financial planningCRD 143410 · % of assets, Hourly charges, Fixed fees · $144.6 million AUMSEC registeredNo commissions reportedDynamic Wealth LLC7015 College Blvd, Ste 375 · Overland Park, KS 66211 · (913) 663-4357 · Financial planningCRD 333203 · % of assets, Hourly charges, Fixed fees · $30.3 million AUMState registeredNo commissions reportedEngage Wealth Advisors, LLC7400 W. 130th Street, Suite 320 · Overland Park, KS 66213 · (913) 681-9155 · Financial planningCRD 289996 · % of assets, Hourly charges, Fixed fees · $112.1 million AUMSEC registeredNo commissions reportedEpiphany Financial Coaching7500 College Blvd., Suite 500 · Overland Park, KS 66210 · (913) 490-4400 · Financial planningCRD 307859 · % of assets, Hourly charges, Fixed fees · $23.0 million AUMState registeredNo commissions reportedFamily Legacy Advisors, LLC10740 Nall Ave, Suite 158 · Overland Park, KS 66211 · (913) 385-9409 · Financial planningCRD 320754 · % of assets, OtherState registeredNo commissions reportedFci Advisors5901 College Boulevard, Suite 110 · Overland Park, KS 66211 · (913) 663-0680 · % of assets managedCRD 106398 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedFinancial Partners Group, INC.10925 Antioch Road, Suite 100 · Overland Park, KS 66210 · (913) 826-6982 · Financial planningCRD 288644 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedFinancialife Outfitters LLC6900 College Blvd.,, Suite 520 · Overland Park, KS 66211 · (816) 888-5800 · Financial planningCRD 290053 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedFirst American Financial Advisors, INC.6025 Metcalf Lane · Overland Park, KS 66202 · (913) 384-1800 · Financial planningCRD 113420 · % of assets, Hourly charges, Other · $11.5 million AUMState registeredNo commissions reportedFortino Wealth Management, LLC9311 W 113th Street · Overland Park, KS 66210 · (913) 626-2622 · Financial planningCRD 344088 · % of assets, Fixed fees · $2 AUMState registeredNo commissions reportedFortune Financial Advisors, LLC11600 College Blvd, Suite 225 · Overland Park, KS 66210 · (913) 393-0038 · Financial planningCRD 145799 · % of assets, Hourly charges, Fixed fees · $322.6 million AUMSEC registeredNo commissions reportedFreestate Advisors LLC4400 College Blvd, Suite 125 · Overland Park, KS 66211 · (913) 890-2065 · Financial planningCRD 145800 · % of assets · $181.8 million AUMSEC registeredNo commissions reportedGaughan & Connealy Wealth Management, LLC4400 College Boulevard,, Suite 190 · Overland Park, KS 66211 · (913) 262-2000CRD 289808 · OtherState registeredNo commissions reportedGlass Lakes Capital Management LLC6580 W. 95th St, Suite 100 · Overland Park, KS 66212 · (913) 647-9555 · Financial planningCRD 290064 · % of assets · $178.3 million AUMSEC registeredNo commissions reportedGreenup Street Wealth Management LLC7300 W 110th Street, Suite 700 · Overland Park, KS 66210 · (734) 656-8121 · Financial planningCRD 311391 · % of assets, Fixed fees · $900.4 million AUMSEC registeredNo commissions reportedIndex Wealth Advisors, LLC5440 West 110th Street, Suite 300 · Overland Park, KS 66211 · (913) 897-0900 · Financial planningCRD 155628 · % of assets, Hourly charges · $39.6 million AUMState registeredNo commissions reportedInsight Financial Services7101 College Blvd., Suite 740 · Overland Park, KS 66210 · (913) 402-2020 · Financial planningCRD 147518 · % of assets, Hourly charges, Fixed fees · $213.8 million AUMSEC registeredNo commissions reportedKedrec LLC9393 W 110th St, Suite 100 · Overland Park, KS 66210 · (855) 553-3732 · Financial planningCRD 324024 · % of assets, Hourly charges, Fixed fees · $33.9 million AUMState registeredNo commissions reportedKeen Wealth Advisors7500 College Blvd., Suite 1000 · Overland Park, KS 66210 · (913) 624-1841 · Financial planningCRD 170293 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedKonza Global Wealth Group10740 Nall Ave., Suite 201 · Overland Park, KS 66211 · (913) 318-5980 · Financial planningCRD 331692 · % of assets, Fixed fees · $125.2 million AUMSEC registeredNo commissions reportedLegacy Advisory Limited Company10561 Barkley, Suite 610 · Overland Park, KS 66212 · (913) 825-5225 · Financial planningCRD 300802 · % of assets, Hourly charges, Fixed fees · $101.9 million AUMState registeredNo commissions reportedLegacy Financial Strategies, LLC5400 Colllege Blvd., Ste. a · Overland Park, KS 66211 · (913) 403-0600 · Financial planningCRD 283553 · % of assets, Hourly charges, Fixed fees · $952.0 million AUMSEC registeredNo commissions reportedLegacy Investment Partners, LLC6240 West 135th Street, Suite 175 · Overland Park, KS 66223 · (913) 696-1550 · Financial planningCRD 133014 · % of assets, Hourly charges, Fixed fees · $403.1 million AUMSEC registeredNo commissions reportedLegacy Wealth Planning, LLC5750 W. 95th Street, Suite 128 · Overland Park, KS 66207 · (913) 648-4657 · Financial planningCRD 152084 · % of assets, Other · $11.5 million AUMState registeredNo commissions reportedLexaurum Advisors16010 Metcalf Avenue, Suite 101 · Overland Park, KS 66085 · (913) 261-9316 · Financial planningCRD 283653 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedMaciel Wealth Management11863 W 112th St, Suite 100 · Overland Park, KS 66210 · (913) 717-4977 · Financial planningCRD 297772 · % of assets, Fixed fees · $18.6 million AUMState registeredNo commissions reportedMariner5700 West 112th Street, Suite 500 · Overland Park,, KS 66211 · (913) 904-5700 · % of assets managedCRD 151664 · % of assets · $2.8 billion AUMSEC registeredNo commissions reportedMariner5700 W. 112th Street, Suite 500 · Overland Park, KS 66211 · (913) 904-5700 · Financial planningCRD 140195 · % of assets, Hourly charges, Fixed fees · $125.4 billion AUMSEC registeredNo commissions reportedMariner Advisor Network5700 W 112th Street, Suite 500 · Overland Park, KS 66211 · (650) 571-1934 · Financial planningCRD 283824 · % of assets, Hourly charges, Fixed fees · $9.6 billion AUMSEC registeredNo commissions reportedMariner Independent5700 West 112th Street, Suite 500 · Overland Park, KS 66211 · (913) 904-5700 · Financial planningCRD 305418 · % of assets, Hourly charges, Fixed fees · $7.3 billion AUMSEC registeredNo commissions reportedMidwest Financial Group LLC7400 W 130th Street, Suite 100 · Overland Park, KS 66213 · (913) 696-0041 · Financial planningCRD 175288 · % of assets, Hourly charges, Fixed fees · $566.1 million AUMSEC registeredNo commissions reportedMn Wealth Advisors, LLC6800 W 115th Street, Suite 3511 · Overland Park, KS 66211 · (913) 897-2074 · Financial planningCRD 322617 · % of assets, Hourly charges, Fixed fees · $394.2 million AUMSEC registeredNo commissions reportedMokan Wealth Management14221 Metcalf Ave #150 · Overland Park, KS 66223 · (913) 257-3991 · Financial planningCRD 328005 · % of assets, Fixed fees · $250.3 million AUMSEC registeredNo commissions reportedNova R Wealth, INC.9990 College Blvd. · Overland Park, KS 66210 · (913) 225-9201 · Financial planningCRD 169574 · % of assets, Hourly charges, Fixed fees · $452.6 million AUMSEC registeredNo commissions reportedNovadius Wealth Management7300 West 110th Street, Suite 870 · Overland Park, KS 66210 · (877) 365-3837 · Financial planningCRD 148229 · % of assets, Hourly charges, Fixed fees · $168.2 million AUMSEC registeredNo commissions reportedOne Advisory Partners, LLC5440 W 110th St. · Overland Park, KS 66211 · (913) 663-2376 · Financial planningCRD 161614 · % of assets, Fixed fees · $369.5 million AUMSEC registeredNo commissions reportedOnedigital11101 Switzer Road, Suite 200 · Overland Park, KS 66210 · (877) 742-2021 · Financial planningCRD 106766 · % of assets, Hourly charges, Fixed fees · $155.4 billion AUMSEC registeredNo commissions reportedOverland Park Wealth Management LLC7300 W. 110th Street, Suite 700 · Overland Park, KS 66210 · (913) 721-6796 · % of assets managedCRD 171761 · % of assets · $107.5 million AUMState registeredNo commissions reportedParagon Capital Management LLC9200 Indian Creek Pkwy, Suite 600 · Overland Park, KS 66210 · (913) 451-2254 · Financial planningCRD 108168 · % of assets · $739.8 million AUMSEC registeredNo commissions reportedPcg Wealth Management5700 W. 112th Street,, Suite 120 · Overland Park, KS 66211 · (913) 323-3112 · Financial planningCRD 290977 · % of assets, Hourly charges, Fixed fees · $931.1 million AUMSEC registeredNo commissions reportedPenn Wealth Management7300 West 110th Street, Suite 700 · Overland Park, KS 66210 · (913) 538-7174 · Financial planningCRD 152948 · % of assets · $20.0 million AUMState registeredNo commissions reportedPostrock Partners LLC6700 Antioch Road, Suite 470 · Overland Park, KS 66204 · (913) 308-8030 · Financial planningCRD 328865 · % of assets, Fixed fees · $489.1 million AUMSEC registeredNo commissions reportedPrairie Ridge Asset Management, LLC8655 College Blvd. · Overland Park, KS 66210 · (913) 749-1111 · Financial planningCRD 289006 · % of assets, Hourly charges, Fixed fees · $62.8 million AUMState registeredNo commissions reportedPrime Capital Financial6201 College Blvd., Suite #150 · Overland Park, KS 66211 · (800) 493-6226 · Financial planningCRD 288712 · % of assets, Hourly charges, Fixed fees · $39.1 billion AUMSEC registeredNo commissions reportedProactive Planning Wealth Advisory7221 West 79th Street, Suite 5 · Overland Park, KS 66204 · (913) 568-1441 · Flat / fixed feesCRD 330272 · % of assets, Fixed fees · $35.8 million AUMState registeredNo commissions reportedProvidence Financial Advisors, LLC6900 College Blvd.,, Suite 850 · Overland Park, KS 66211 · (913) 323-0535 · Financial planningCRD 124839 · % of assets, Hourly charges, Fixed fees · $428.1 million AUMSEC registeredNo commissions reportedQuantum Financial Partners LLC8700 Indian Creek Parkway, Suite 150 · Overland Park, KS 66210 · (913) 538-5753 · % of assets managedCRD 138112 · % of assets, Performance-based fees · $148.6 million AUMSEC registeredNo commissions reportedR L Capital, LLC7199 West 98th Terrace, Suite 140 · Overland Park, KS 66212 · (913) 341-8450 · % of assets managedCRD 132435 · % of assets · $12.3 million AUMState registeredNo commissions reportedRca Wealth Strategies LLC11011 King Street, Suite 150 · Overland Park, KS 66210 · (913) 391-6381 · % of assets managedCRD 315915 · % of assets · $64.1 million AUMState registeredNo commissions reportedRetirement Resources INC.10551 Barkley St. Suite 104 · Overland Park, KS 66212 · (913) 387-0117 · Financial planningCRD 107996 · % of assets, Other · $10.0 million AUMState registeredNo commissions reportedRsg Investments LLC6801 W 107th St · Overland Park, KS 66212 · (913) 685-9422 · % of assets managedCRD 323527 · % of assets · $140.5 million AUMSEC registeredNo commissions reportedS&a Financial Services, INC.8655 College Blvd., Suite 100 · Overland Park, KS 66210 · (913) 362-2712 · Financial planningCRD 110471 · % of assets, Hourly charges · $392.3 million AUMSEC registeredNo commissions reportedSapphire Wealth Planning LLC11863 W. 112th St, Suite 100 · Overland Park, KS 66210 · (913) 735-0797 · Financial planningCRD 282779 · % of assets, Fixed fees · $11.6 million AUMState registeredNo commissions reportedSchwantes Financial, LLC8655 College Boulevard · Overland Park, KS 66210 · (913) 521-2384 · % of assets managedCRD 332143 · % of assets · $50.5 million AUMState registeredNo commissions reportedSearcy Financial Services, INC.12980 Foster Street, Suite 160 · Overland Park, KS 66213 · (913) 814-3800 · Financial planningCRD 105807 · % of assets, Hourly charges, Fixed fees · $514.0 million AUMSEC registeredNo commissions reportedSound Investments INC.C/O Ken Gilpin, 8826 Santa Fe Drive, Suite 202 · Overland Park, KS 66212 · (913) 908-4366 · Financial planningCRD 117501 · % of assets · $18.5 million AUMState registeredNo commissions reportedSound Stewardship, LLC9101 W. 110th St., Suite 150 · Overland Park, KS 66210 · (913) 317-6000 · Financial planningCRD 129755 · % of assets, Hourly charges, Fixed fees · $284.6 million AUMSEC registeredNo commissions reportedState Line Wealth Management9393 West 110th Street, 51 Corporate Woods, Suite 500 · Overland Park, KS 66210 · (913) 207-6529 · % of assets managedCRD 330661 · % of assets · $40.9 million AUMState registeredNo commissions reportedSteffes Financial, LTD8655 College Blvd, Suite 101 · Overland Park, KS 66210 · (913) 722-1111 · Financial planningCRD 134530 · % of assets, Hourly charges · $611.5 million AUMSEC registeredNo commissions reportedStepp & Rothwell INC7300 College Boulevard, Suite 100 · Overland Park, KS 66210 · (913) 345-4800 · Financial planningCRD 107999 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedStewardship Wealth Management7500 College Blvd., Suite 500 · Overland Park, KS 66210 · (913) 490-4400 · Financial planningCRD 144338 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reportedStoryone Family Office7501 College Blvd, Suite 120 · Overland Park, KS 66210 · (913) 544-0600 · Financial planningCRD 331394 · % of assets, Fixed fees · $259.4 million AUMSEC registeredNo commissions reportedSunesis Advisors, LLC6750 W 93rd Street, Suite 250 · Overland Park, KS 66212 · (913) 815-4460 · Financial planningCRD 159114 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedTax Advantage Advisors, INC.9120 W. 135th Street, Suite 202 · Overland Park, KS 66221 · (913) 735-7771 · Financial planningCRD 143426 · % of assets, Hourly charges, Fixed fees · $67.9 million AUMState registeredNo commissions reportedTfb Advisors, LLC4801 West 110th Street, Suite 200 · Overland Park, KS 66211 · (913) 648-5526 · Financial planningCRD 321870 · % of assets, Subscription fees, Fixed fees · $840.2 million AUMSEC registeredNo commissions reportedTortoise Capital Advisors, L.L.C.5901 College Boulevard, Suite 400 · Overland Park, KS 66211 · (913) 981-1020 · % of assets managedCRD 123711 · % of assets, Performance-based fees · $8.9 billion AUMSEC registeredNo commissions reportedTrinity Capital Management, LLC7700 Shawnee Mission Parkway, Suite 315 · Overland Park, KS 66202 · (913) 944-4325 · % of assets managedCRD 140946 · % of assets · $55.3 million AUMState registeredNo commissions reportedTriune Financial Partners, LLCLighton Plaza II, 7400 College Blvd, Suite 300 · Overland Park, KS 66210 · (913) 825-6100 · Financial planningCRD 152277 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedTwo West Capital Advisors LLC10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560 · Overland Park, KS 66210 · (913) 825-1722 · Financial planningCRD 154543 · % of assets, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedUmb Private Wealth Management, LLC11935 Riley St. · Overland Park, KS 66213 · (816) 860-7000 · Financial planningCRD 306374 · % of assets, Fixed fees, Performance-based fees · $124.7 million AUMSEC registeredNo commissions reportedWaterfront Wealth INC.6711 W 121st Street, Suite 200 · Overland Park, KS 66209 · (913) 951-5800 · Financial planningCRD 173220 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedWealth Partners Corporation7300 W 110th, Ste 700 · Overland Park, KS 66210 · (913) 685-3207 · Hourly feesCRD 129201 · % of assets, Hourly charges, Fixed fees · $20.9 million AUMState registeredNo commissions reportedWealth Renovators, LLC7500 College Blvd., Suite 500 · Overland Park, KS 66210 · (913) 490-4400 · Financial planningCRD 148524 · % of assets, Hourly charges, Other · $14.7 million AUMState registeredNo commissions reportedWindward Private Wealth Management INC.10955 Lowell Avenue, Suite 410 · Overland Park, KS 66210 · (913) 381-7411 · Financial planningCRD 113761 · % of assets, Fixed fees · $309.6 million AUMSEC registeredNo commissions reportedWorld Class Unlimited, INC.8080 Conser St. · Overland Park, KS 66204 · (913) 327-1043 · Financial planningCRD 164706 · % of assets, Hourly charges, Fixed fees · $53.6 million AUMState registeredNo commissions reportedYukon Wealth Management, INC.15050 Antioch Road, Suite 101 · Overland Park, KS 66221 · (913) 681-9200 · Financial planningCRD 109413 · % of assets, Other · $467.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Overland Park? 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.