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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KS
193 advisers found
NORMANDY INVESTMENT ADVISORS
Leawood, KS
AUM
$273.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-914-1944
OFG FINANCIAL SERVICES, INC.
Topeka, KS
AUM
$271.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
30 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
785-233-4071
CORNERSTONE ADVISORS
Topeka, KS
AUM
$265.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
785-273-2685
VIAWEALTH, LLC
Leawood, KS
AUM
$260.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
844-484-7849
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
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(816) 888-9888
DOGWOOD WEALTH MANAGEMENT, LLC
Lenexa, KS
AUM
$257.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(913) 232-2900
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
RETIREWISE TAX AND WEALTH ADVISORS, INC.
Topeka, KS
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
785-228-1234
EVEREST WEALTH MANAGEMENT
Leawood, KS
AUM
$237.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(913) 387-2017
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
DEMARCHE
Overland Park, KS
AUM
$228.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
913-981-1345
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
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
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
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
INVISOR
Seneca, KS
AUM
$198.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
785-334-4100
SCHWARZ INVESTMENT PARTNERS
Silver Lake, KS
AUM
$184.9M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(785) 582-5805
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
SJHL FINANCIAL GROUP
Mcpherson, KS
AUM
$174.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
620-241-1826