INSIGHT FINANCIAL SERVICES
Overland Park, KS
AUM
$213.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
913-402-2020
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
112 advisers found
CORNERSTONE SECURITIES LLC
Overland Park, KS
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-538-5483
FREESTATE ADVISORS LLC
Overland Park, KS
AUM
$181.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM
913-890-2065
BALANCED FINANCIAL PLANNING, INC.
Overland Park, KS
AUM
$181.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
913-677-1090
COLLABORATIVE PORTFOLIO MANAGEMENT
Overland Park, KS
AUM
$178.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
816-471-5556
GLASS LAKES CAPITAL MANAGEMENT LLC
Overland Park, KS
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
913-647-9555
NOVADIUS WEALTH MANAGEMENT
Overland Park, KS
AUM
$168.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-365-3837
CURTIS CAPITAL ADVISORS
Overland Park, KS
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
913-344-5443
RPR FINANCIAL
Overland Park, KS
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
913-274-1452
QUANTUM FINANCIAL PARTNERS LLC
Overland Park, KS
AUM
$148.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
913-538-5753
DAVIS FINANCIAL MANAGEMENT, INC.
Overland Park, KS
AUM
$144.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(913) 890-7279
RSG INVESTMENTS LLC
Overland Park, KS
AUM
$140.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
9136859422
SILVERHAWK CAPITAL PARTNERS, LLC
Overland Park, KS
AUM
$137.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
9132532225
KONZA GLOBAL WEALTH GROUP
Overland Park, KS
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(913) 318-5980
BEYOND WEALTH
Overland Park, KS
AUM
$122.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
913-871-7980
ENGAGE WEALTH ADVISORS, LLC
Overland Park, KS
AUM
$112.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-681-9155
OVERLAND PARK WEALTH MANAGEMENT LLC
Overland Park, KS
AUM
$107.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
913-721-6796
LEGACY ADVISORY LIMITED COMPANY
Overland Park, KS
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-825-5225
ASPEN WEALTH MANAGEMENT, INC.
Overland Park, KS
AUM
$83.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
913-491-0500
ALLOS INVESTMENT ADVISORS, LLC
Overland Park, KS
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
913-948-7788
BOULDER INVESTMENT GROUP
Overland Park, KS
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
913-944-4600
TAX ADVANTAGE ADVISORS, INC.
Overland Park, KS
AUM
$67.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-735-7771
RCA WEALTH STRATEGIES LLC
Overland Park, KS
AUM
$64.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(913) 391-6381
CLEARPATH WEALTH MANAGEMENT, L.C.
Overland Park, KS
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
913-336-3500