TRIAD WEALTH PARTNERS, LLC
Lawrence, KS
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
785-830-0000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KS, LAWRENCE
7 advisers found
MATTERN WEALTH MANAGEMENT LLC
Lawrence, KS
AUM
$579.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
785-842-7680
RETIREMENT PORTFOLIOS, LLC
Lawrence, KS
AUM
$290.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
785-330-9292
RADEMACHER FINANCIAL, INC.
Lawrence, KS
AUM
$234.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
785-865-5308
THE PERSPECTIVE GROUP
Lawrence, KS
AUM
$225.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(785) 749-1881
KAYLIN DILLON FINANCIAL PLANNING
Lawrence, KS
AUM
$14.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(785) 838-5500
MOOBERRY FINANCIAL MANAGEMENT, LLC
Lawrence, KS
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
785-842-6662
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