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Financial planning in Overland Park, KS

78 advisers in Overland Park offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 78

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 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 reportedClearpath 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 reported
Coplanning 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 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 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 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 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 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 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 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 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 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 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 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