CREATIVE PLANNING
Overland Park, KS
AUM
$295.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1538 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(866) 909-5148
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KS
193 advisers found
ONEDIGITAL
Overland Park, KS
AUM
$155.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
367 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877-742-2021
MARINER
Overland Park, KS
AUM
$125.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
933 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-904-5700
AE WEALTH MANAGEMENT, LLC
Topeka, KS
AUM
$49.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
448 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
866-363-9595
PRIME CAPITAL FINANCIAL
Overland Park, KS
AUM
$39.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
261 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
(800) 493-6226
PALMER SQUARE CAPITAL MANAGEMENT LLC
Mission Woods, KS
AUM
$25.59B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
816-994-3200
MARINER ADVISOR NETWORK
Overland Park, KS
AUM
$9.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
150 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
650-571-1934
TORTOISE CAPITAL ADVISORS, L.L.C.
Overland Park, KS
AUM
$8.93B
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(913) 981-1020
MARINER INDEPENDENT
Overland Park, KS
AUM
$7.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
106 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-904-5700
KORNITZER CAPITAL MANAGEMENT, INC.
Mission, KS
AUM
$6.75B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-677-7778
CREATIVEONE WEALTH, LLC
Overland Park, KS
AUM
$6.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
203 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
913-402-7897
THE RETIREMENT PLANNING GROUP, LLC
Leawood, KS
AUM
$4.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
913-498-8898
TWO WEST CAPITAL ADVISORS LLC
Overland Park, KS
AUM
$3.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
913-825-1722
FAS WEALTH PARTNERS, INC.
Leawood, KS
AUM
$3.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
913-239-2300
ROCKY MOUNTAIN ADVISERS, LLC
Salina, KS
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
785-823-3097
MARINER
Overland Park,, KS
AUM
$2.77B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
9139045700
CREATIVEONE SECURITIES, LLC
Overland Park, KS
AUM
$2.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
123 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
913-814-6097
CALIBER WEALTH MANAGEMENT, LLC
Overland Park, KS
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
913-303-3920
FORTIS CAPITAL ADVISORS, LLC
Prairie Village, KS
AUM
$1.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
57 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(913) 222-8862
CGN ADVISORS, LLC
Manhattan, KS
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
910-333-6659
KAVAR CAPITAL PARTNERS
Leawood, KS
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
913-428-3300
TRIAD WEALTH PARTNERS, LLC
Lawrence, KS
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
785-830-0000
TRIUNE FINANCIAL PARTNERS, LLC
Overland Park, KS
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
913-825-6100
SUNESIS ADVISORS, LLC
Overland Park, KS
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
913-815-4460
Page 1 of 9Next