Fee-OnlyFinder

Flat / fixed fees in Overland Park, KS

64 advisers in Overland Park offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 64

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 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 reported
Cornerstone 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 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 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 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 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 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 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 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 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 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 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 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 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 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 reported