COPLANNING FINANCIAL LLC
Overland Park, KS
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
(636) 888-0861
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KS
170 advisers found
FOUNDATION WEALTH PLANNING
Salina, KS
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
785-376-6334
BLDR WEALTH LLC
Shawnee, KS
AUM
$5.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(913) 586-6203
BLAZING STAR FINANCIAL
Topeka, KS
AUM
$3.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
785-379-6333
CHALLENGE EVERYTHING FINANCIAL LLC
Lenexa, KS
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
913-404-9002
3RD LEVEL WEALTH
Hutchinson, KS
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
620-899-6210
MIDWEST WEALTH MANAGEMENT INC
Topeka, KS
AUM
$230K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
785-380-4817
BG WEALTH ADVISORY, LLC
Mission, KS
AUM
—
Financial Planning
Team
2 advisors
Clients
51-100
Fees
Fixed fees; REFERRAL FEES
9135536222
FAMILY LEGACY ADVISORS, LLC
Overland Park, KS
AUM
$0
Financial PlanningTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; SOLICITOR
913-385-9409
FINANCIAL BENEFITS, INC
Wichita, KS
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
316-315-0147
FINANCIAL MANAGEMENT CONSULTANTS LLC
Prairie Village, KS
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
913-648-5222
LONGVIEW ADVISORS, LLC
Newton, KS
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
51-100
Fees
Hourly charges; Fixed fees
620-931-5285
MISSION FINANCIAL PLANNING, INC.
Mission, KS
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
913-948-9686
PATHWAY FINANCIAL SOLUTIONS, INC.
Salina, KS
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
785-820-8161
RETIREMENT ROOTS WEALTH MANAGEMENT LLC
Overland Park, KS
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; REFERRAL FEES
(913) 220-6251
T & M FINANCIAL INC.
Topeka, KS
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges
785-266-8333
AUM
$414.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
9134818625
Full profileNo website
MONARCH WEALTH MANAGEMENT, LLC
Leawood, KS
AUM
$49.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
913-387-2048
Full profileNo website
KDWALLSTREET INVESTMENT ADVISOR LLC
Topeka, KS
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
785-273-5004
Full profileNo website
GARY M. MARTINEZ
Mulvane, KS
AUM
$26.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
316-777-4391
Full profileNo website
FIRST AMERICAN FINANCIAL ADVISORS, INC.
Overland Park, KS
AUM
$11.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-384-1800
Full profileNo website
LEGACY MAP DESIGN, LLC
Wichita, KS
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(316) 213-4101
Full profileNo website
SUMMIT WEALTH LLC
Haysville, KS
AUM
$4.7M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
316-554-6788
Full profileNo website
BUFFALO RUN WEALTH ADVISORS LLC
Mission, KS
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-558-3291
Full profileNo website