PARAGON CAPITAL MANAGEMENT LLC
Overland Park, KS
AUM
$739.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
913-451-2254
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
112 advisers found
ASPYRE WEALTH PARTNERS
Overland Park, KS
AUM
$668.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
913-345-1881
BCWM
Overland Park, KS
AUM
$665.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Commissions
913-685-2300
STEFFES FINANCIAL, LTD
Overland Park, KS
AUM
$611.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
913-722-1111
MIDWEST FINANCIAL GROUP LLC
Overland Park, KS
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-696-0041
SEARCY FINANCIAL SERVICES, INC.
Overland Park, KS
AUM
$514.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-814-3800
PHD RETIREMENT CONSULTING
Overland Park, KS
AUM
$506.2M
Financial PlanningWealth MgmtRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-743-4015
POSTROCK PARTNERS LLC
Overland Park, KS
AUM
$489.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(913) 308-8030
YUKON WEALTH MANAGEMENT, INC.
Overland Park, KS
AUM
$467.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; CONSULTING
913-681-9200
NOVA R WEALTH, INC.
Overland Park, KS
AUM
$452.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(913) 225-9201
PROVIDENCE FINANCIAL ADVISORS, LLC
Overland Park, KS
AUM
$428.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
913-323-0535
LEGACY INVESTMENT PARTNERS, LLC
Overland Park, KS
AUM
$403.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-696-1550
MN WEALTH ADVISORS, LLC
Overland Park, KS
AUM
$394.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-897-2074
S&A FINANCIAL SERVICES, INC.
Overland Park, KS
AUM
$392.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
913-362-2712
ONE ADVISORY PARTNERS, LLC
Overland Park, KS
AUM
$369.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
913-663-2376
FORTUNE FINANCIAL ADVISORS, LLC
Overland Park, KS
AUM
$322.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
913-393-0038
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
Overland Park, KS
AUM
$309.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
913-381-7411
SOUND STEWARDSHIP, LLC
Overland Park, KS
AUM
$284.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-317-6000
CENTERPOINT ADVISORY GROUP, LLC
Overland Park, KS
AUM
$276.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-685-3001
STORYONE FAMILY OFFICE
Overland Park, KS
AUM
$259.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
913-544-0600
MOKAN WEALTH MANAGEMENT
Overland Park, KS
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
913-257-3991
TYR CAPITAL ADVISORS, LLC
Overland Park, KS
AUM
$244.1M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9135745800
DEMARCHE
Overland Park, KS
AUM
$228.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
913-981-1345
CABIN ADVISORS, LLC
Overland Park, KS
AUM
$220.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
913-933-3351