EPIPHANY FINANCIAL COACHING
Overland Park, KS
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-490-4400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KS
193 advisers found
QED WEALTH SOLUTIONS
Kingman, KS
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
620-553-4052
WEALTH PARTNERS CORPORATION
Overland Park, KS
AUM
$20.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-685-3207
PENN WEALTH MANAGEMENT
Overland Park, KS
AUM
$20.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
913-538-7174
SATYA INVESTMENT MANAGEMENT, LLC
Leawood, KS
AUM
$19.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(646) 232-6876
MACIEL WEALTH MANAGEMENT
Overland Park, KS
AUM
$18.6M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-717-4977
SOUND INVESTMENTS INC.
Overland Park, KS
AUM
$18.5M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
913-908-4366
FOCAL POINT FINANCIAL GROUP
Prairie Village, KS
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
913-585-0365
WEALTH RENOVATORS, LLC
Overland Park, KS
AUM
$14.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913 490-4400
KAYLIN DILLON FINANCIAL PLANNING
Lawrence, KS
AUM
$14.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(785) 838-5500
AMERICAN FREEDOM INVESTMENTS, LLC
Wichita, KS
AUM
$14.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
316-461-7349
CENTRAL STATES CAPITAL MARKETS, LLC
Prairie Village, KS
AUM
$13.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
913-766-6565
R L CAPITAL, LLC
Overland Park, KS
AUM
$12.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
913-341-8450
SAPPHIRE WEALTH PLANNING LLC
Overland Park, KS
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(913) 735-0797
FARRECIAN INVESTMENTS INC
Wichita, KS
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
316-337-5584
LEGACY WEALTH PLANNING, LLC
Overland Park, KS
AUM
$10.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
913-648-4657
NO COAST FINANCIAL GROUP
Manhattan, KS
AUM
$10.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(785)226-6050
STEWARDSHIP WEALTH MANAGEMENT
Overland Park, KS
AUM
$10.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-490-4400
RETIREMENT RESOURCES INC.
Overland Park, KS
AUM
$10.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
913-387-0117
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
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