Fee-OnlyFinder

Advisers in Salina, KS

7 advisers in Salina — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (3)

All advisers

Cf Advisors LLC110 E. Iron Ave, Suite D · Salina, KS 67401 · (785) 827-7700 · % of assets managedCRD 328940 · % of assets · $84.7 million AUMState registeredNo commissions reportedChief Advisors Corp110 E. Iron Ave, Suite B · Salina, KS 67401 · (785) 827-7700 · Hourly feesCRD 125261 · % of assets, Hourly charges · $70.9 million AUMState registeredNo commissions reportedFoundation Wealth Planning250 N Santa Fe, Suite E · Salina, KS 67401 · (785) 376-6334 · Financial planningCRD 313197 · % of assets, Hourly charges, Fixed fees · $7.8 million AUMState registeredNo commissions reportedPathway Financial Solutions, INC.120 S Santa Fe · Salina, KS 67401 · (785) 820-8161 · Financial planningCRD 340594 · % of assets · $135.3 million AUMSEC registeredNo commissions reportedRocky Mountain Advisers, LLC2121 E. Crawford Place · Salina, KS 67401 · (785) 823-3097 · Financial planningCRD 148479 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedTc Advisors LTD.110 E. Iron Ave., Ste C · Salina, KS 67401 · (785) 827-7700 · Hourly feesCRD 290891 · % of assets, Hourly charges · $85.9 million AUMState registeredNo commissions reportedUnited Capital Management of Kansas, INC.227 North Santa Fe · Salina, KS 67401 · (785) 823-7900 · Financial planningCRD 157755 · % of assets, Fixed fees, Performance-based fees · $884.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Salina? 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.