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Find Retirement Advisors for Retirement Planning in Overland Park, Kansas
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Overland Park, Kansas
Last Updated - July 31, 2025Overland Park has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 54 non-vetted advisors in your local area. These retirement advisors in Overland Park, Kansas have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Overland Park, 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
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
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
VERIFIEDQualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
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, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Overland Park, 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 | 5901 College Boulevard, Suite 110 Overland Park, KS, 66211 | $15,083,813,669 | 14421 | 68 | A percentage of AUM, Subscription fees, Fixed fees |
| 4 | 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861 | $6,906,161,911 | 359 | 54 | A percentage of AUM, Performance Based |
| 5 | 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 |
| 6 | 7500 College Blvd, Suite 1212 Overland Park, KS, 66210 | $2,369,159,436 | 1493 | 18 | A percentage of AUM |
| 7 | 7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984 | $1,698,069,943 | 2474 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 6750 W 93rd Street, Suite 250 Overland Park, KS, 66212 | $1,211,340,126 | 475 | 7 | A percentage of AUM, Fixed fees |
| 9 | Lighton Plaza Ii, 7400 College Blvd, Suite 300 Overland Park, KS, 66210 | $1,132,184,487 | 2721 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 7400 West 130th Street, Suite 350 Overland Park, KS, 66213 | $1,056,594,997 | 547 | 6 | A percentage of AUM |
| 11 | 16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085 | $1,006,435,215 | 4641 | 45 | A percentage of AUM, Hourly charges, Fixed fees, Other (MONTHLY FEE) |
| 12 | 7500 College Blvd., Suite 1000, Overland Park, KS, 66210 | $914,904,729 | 2386 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 7300 College Boulevard, Suite 100 Overland Park, KS, 66210 | $890,700,941 | 2252 | 22 | A percentage of AUM, Fixed fees |
| 14 | 5400 Colllege Blvd., Ste. A Overland Park, KS, 66211 | $806,094,432 | 2014 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 6711 W 121st Street, Suite 200 Overland Park, KS, 66209 | $775,000,000 | 2630 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Overland Park, 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# 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# 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# 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# 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# 112315
Assets Under Management $1,698,069,943
No. Of Clients2474
Clients Per Financial Advisor275
PRISM FINANCIAL GROUP, L.L.C. 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 2474 clients. The team consists of 9 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 businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 159114
Assets Under Management $1,211,340,126
No. Of Clients475
Clients Per Financial Advisor68
SUNESIS ADVISORS, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 475 clients. The team consists of 7 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
- Selection for other advisors
- Other (OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS)
QualificationsFirm CRD# 152277
Assets Under Management $1,132,184,487
No. Of Clients2721
Clients Per Financial Advisor113
TRIUNE FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2721 clients. The team consists of 24 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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (PRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES)
QualificationsFirm CRD# 145666
Assets Under Management $1,056,594,997
No. Of Clients547
Clients Per Financial Advisor91
DEAN CAPITAL MANAGEMENT is a financial advisory firm situated in Overland Park, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 547 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISORY SERVICES)
QualificationsFirm CRD# 283653
Assets Under Management $1,006,435,215
No. Of Clients4641
Clients Per Financial Advisor103
LEXAURUM ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4641 clients. The team consists of 45 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 (MONTHLY FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 170293
Assets Under Management $914,904,729
No. Of Clients2386
Clients Per Financial Advisor99
KEEN WEALTH ADVISORS is a financial advisory firm situated in Overland Park, Kansas. With a nearly $915M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2386 clients. The team consists of 24 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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107999
Assets Under Management $890,700,941
No. Of Clients2252
Clients Per Financial Advisor102
STEPP & ROTHWELL INC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $891M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2252 clients. The team consists of 22 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
QualificationsFirm CRD# 283553
Assets Under Management $806,094,432
No. Of Clients2014
Clients Per Financial Advisor126
LEGACY FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Overland Park, Kansas. With a nearly $806M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2014 clients. The team consists of 16 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
- Pesnsion consulting services
QualificationsFirm CRD# 173220
Assets Under Management $775,000,000
No. Of Clients2630
Clients Per Financial Advisor202
WATERFRONT WEALTH INC. is a financial advisory firm situated in Overland Park, Kansas. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2630 clients. The team consists of 13 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 businesses or institutional clients
- Pesnsion consulting services
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.