DOUGLASS INVESTMENT GROUP
Wichita, KS
AUM
$173.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
316-854-8495
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KS
193 advisers found
PROACTIVE CAPITAL MANAGEMENT, INC.
Topeka, KS
AUM
$170.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
785-215-8080
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
AUM
$147.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
913-735-7283
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
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
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
AUM
$119.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
816-525-9300
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
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
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