WATERFRONT WEALTH INC.
Overland Park, KS
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-951-5800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KS
170 advisers found
ADAMSBROWN WEALTH CONSULTANTS LLC
Wichita, KS
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(316) 262-6578
STEPP & ROTHWELL INC
Overland Park, KS
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
913-345-4800
WEALTH ALLIANCE ADVISORY GROUP, LLC
Wichita, KS
AUM
$978.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
316.221.3950
LEGACY FINANCIAL STRATEGIES, LLC
Overland Park, KS
AUM
$952.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-403-0600
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Leawood, KS
AUM
$931.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
913-295-9500
PCG WEALTH MANAGEMENT
Overland Park, KS
AUM
$931.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(913) 323-3112
CANVAS WEALTH ADVISORS, LLC
Shawnee, KS
AUM
$929.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-991-8471
CLAYTON WEALTH PARTNERS
Topeka, KS
AUM
$909.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
785-232-3266
GREENUP STREET WEALTH MANAGEMENT LLC
Overland Park, KS
AUM
$900.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
734-656-8121
AUM
$884.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
785-823-7900
MITCHELL CAPITAL MANAGEMENT CO
Leawood, KS
AUM
$847.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
913-428-3222
TFB ADVISORS, LLC
Overland Park, KS
AUM
$840.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
913-648-5526
PINION WEALTH MANAGEMENT, LLC
Wichita, KS
AUM
$837.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
316-682-8344
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
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
CARLSON FINANCIAL
Topeka, KS
AUM
$632.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; COMMISSIONS ON INSURANCE PRODUCT SALES
(844) 227-5766
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
ENDEAVOR PRIVATE WEALTH, INC.
Topeka, KS
AUM
$595.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
785-329-2510
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
WESTWARD INVESTMENT ADVISORY
Mission, KS
AUM
$571.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
414-716-6300
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
PRAIRIE ADVISORY, LLC
Leawood, KS
AUM
$554.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-963-1054