BERKELEY CAPITAL MANAGEMENT, LLC
Ellsworth, KS
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(785) 472-2375
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KS
170 advisers found
NEXT GENERATION INVESTING, LLC
Topeka, KS
AUM
$128.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
785-228-0222
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
POLLUX WEALTH MANAGEMENT
Wichita, KS
AUM
$119.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
7854380884
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
AUM
$106.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(918) 499-1700
ACCESS CAPITAL, LLC
Wichita, KS
AUM
$105.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
316-633-8013
HERITAGE FINANCIAL SOLUTIONS, LLC
Dodge City, KS
AUM
$103.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
620-471-2020
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
YEISLEY WEALTH SOLUTIONS, INC.
Wichita, KS
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
316-719-2900
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
INSIGHT INVESTMENT ADVISERS LLC
Leawood, KS
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
913-800-0954
STEWARDRIGHT
Wichita, KS
AUM
$69.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
316-768-7526
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
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
PRAIRIE RIDGE ASSET MANAGEMENT, LLC
Overland Park, KS
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-749-1111
HEARTLAND WEALTH STRATEGIES LLC
Manhattan, KS
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
785-775-1115
WICHITA WEALTH MANAGEMENT, LLC
Wichita, KS
AUM
$58.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(316) 722-1010
WORLD CLASS UNLIMITED, INC.
Overland Park, KS
AUM
$53.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
913-327-1043
GENERATIONS WEALTH DESIGN
Topeka, KS
AUM
$52.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(785) 273-5580
LAUNCH WEALTH
Hays, KS
AUM
$51.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
785-432-4434