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Find Retirement Advisors for Retirement Planning in Kansas
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Kansas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Kansas
Last Updated - July 31, 2025Kansas has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 113 non-vetted advisors in your local area. These retirement advisors in Kansas have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Kansas
VERIFIEDJames Claiborne
CLU®, CFS, ChFC®
Financial Partners Group
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDRichard Stumpf
CEBS®, CFP®, NSSA®, AEP®, CPFA, AIF®
Financial Benefits, Inc
Qualifications
CRD# 1454350
Firm CRD# 39543
Series 7, 24, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJoe Harrish
Prime Capital Investment Advisors
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDNorman Grant
Grant Capital
Qualifications
CRD# 5268436
Firm CRD# 8032
Series 7, 65, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDAmanda Cormack
Benjamin F. Edwards
Qualifications
CRD# 6379601
Firm CRD# 146936
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDGrant Ingram
CFP®
Benjamin F. Edwards
Qualifications
CRD# 2720225
Firm CRD# 146936
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Kansas (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 11101 Switzer Road, Suite 200 Overland Park, KS, 66210 | $107,102,338,153 | 57121 | 550 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211 | $81,106,925,484 | 132567 | 1498 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 | A percentage of AUM, Performance Based |
| 4 | 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $15,083,813,669 | 14421 | 68 | A percentage of AUM, Subscription fees, Fixed fees |
| 5 | 5420 West 61st Place, Mission, KS, 66205-3084 | $7,212,926,049 | 5032 | 40 | A percentage of AUM, Fixed fees |
| 6 | 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861 | $6,906,161,911 | 359 | 54 | A percentage of AUM, Performance Based |
| 7 | 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $6,160,320,918 | 17 | 56 | A percentage of AUM, Performance Based |
| 8 | 3705 Clinton Parkway, Suite 103b Lawrence, KS, 66047 | $3,149,823,730 | 6 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 4747 W 135 Street, Suite 100 Leawood, KS, 66224 | $3,085,389,748 | 5010 | 36 | A percentage of AUM, Hourly charges, Fixed fees, Other (PLANNING FEES) |
| 10 | 10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560 Overland Park, KS, 66210 | $2,760,229,371 | 1035 | 15 | A percentage of AUM, Fixed fees |
| 11 | 2121 E. Crawford Place, Salina, KS, 67401 | $2,574,184,941 | 413 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 7500 College Blvd, Suite 1212 Overland Park, KS, 66210 | $2,369,159,436 | 1493 | 18 | A percentage of AUM |
| 13 | 13550 W 95th St., Lenexa, KS, 66227 | $2,073,107,856 | 13592 | 92 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 11150 Overbrook, Suite 310, Leawood, KS, 66211 | $2,014,265,251 | 145 | 13 | Hourly charges, Fixed fees |
| 15 | 5700 West 112th Street, Suite 500 Overland Park,, KS, 66211 | $1,917,168,691 | 4733 | 12 | A percentage of AUM |
Information on Top Retirement Planning firms in Kansas
QualificationsFirm CRD# 106766
Assets Under Management $107,102,338,153
No. Of Clients57121
Clients Per Financial Advisor104
ONEDIGITAL INVESTMENT ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $107B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57121 clients. The team consists of 550 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 140195
Assets Under Management $81,106,925,484
No. Of Clients132567
Clients Per Financial Advisor88
MARINER WEALTH is a financial advisory firm situated in Overland Park, Kansas. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132567 clients. The team consists of 1498 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 155697
Assets Under Management $22,544,205,893
No. Of Clients149
Clients Per Financial Advisor3
PALMER SQUARE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (COLLATERAL MANAGER FOR CLOS/CDOS)
QualificationsFirm CRD# 106398
Assets Under Management $15,083,813,669
No. Of Clients14421
Clients Per Financial Advisor212
FCI ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14421 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (ASSET ALLOCATION SERVICES)
QualificationsFirm CRD# 111087
Assets Under Management $7,212,926,049
No. Of Clients5032
Clients Per Financial Advisor126
KORNITZER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Mission, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5032 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 123711
Assets Under Management $6,906,161,911
No. Of Clients359
Clients Per Financial Advisor7
TORTOISE CAPITAL ADVISORS, L.L.C. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 310321
Assets Under Management $6,160,320,918
No. Of Clients17
Clients Per Financial Advisor0
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Mission Woods, Kansas. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 309023
Assets Under Management $3,149,823,730
No. Of Clients6
Clients Per Financial Advisor1
VETA INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Lawrence, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 109796
Assets Under Management $3,085,389,748
No. Of Clients5010
Clients Per Financial Advisor139
FAS WEALTH PARTNERS, INC. is a financial advisory firm situated in Leawood, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5010 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PLANNING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (DEFINED CONTRIBUTION PLANS)
QualificationsFirm CRD# 154543
Assets Under Management $2,760,229,371
No. Of Clients1035
Clients Per Financial Advisor69
TWO WEST CAPITAL ADVISORS LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1035 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 148479
Assets Under Management $2,574,184,941
No. Of Clients413
Clients Per Financial Advisor41
ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
QualificationsFirm CRD# 107177
Assets Under Management $2,369,159,436
No. Of Clients1493
Clients Per Financial Advisor83
MERITAGE PORTFOLIO MANAGEMENT, INC. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1493 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 324624
Assets Under Management $2,073,107,856
No. Of Clients13592
Clients Per Financial Advisor148
MODERN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lenexa, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13592 clients. The team consists of 92 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 330112
Assets Under Management $2,014,265,251
No. Of Clients145
Clients Per Financial Advisor11
PANDI, LLC is a financial advisory firm situated in Leawood, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 151664
Assets Under Management $1,917,168,691
No. Of Clients4733
Clients Per Financial Advisor394
BAYSTATE WEALTH MANAGEMENT is a financial advisory firm situated in Overland Park,, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4733 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Leawood, Kansas
- Retirement Planners in Overland Park, Kansas
- Retirement Planners in Wichita, Kansas
Looking for more choices? Use our free match service to compare retirement planners serving your area.