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Retirement plan consulting in Overland Park, KS

38 advisers in Overland Park offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 38

Cabin 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 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 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 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 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 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 reported
Insight 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 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 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 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 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 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 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 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 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 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 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 reported