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Find The Best Financial Advisors in Leawood, Kansas

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Leawood is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Leawood & pick the one as per your needs

How To Find The Best Financial Advisors in Leawood, Kansas
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Leawood, Kansas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Leawood, Kansas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Leawood, Kansas have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Leawood, Kansas

Donald Clark

Personal Financial Group - LPL Financial

913-213-6907

Address

7007 College Blvd Suite 270,
Overland Park, KS 66211 See Details

Joe Harrish

Prime Capital Investment Advisors

913-491-6226

Address

6201 College Boulevard,
Suite 150,
Overland Park, KS 66211 See Details

Alex Petrovic

Petrovic Financial Services

913-385-5523

Address

4200 Somerset Dr,
Suite 217,
Prairie Village, KS 66208 See Details

Bryan Hays

nVision Wealth

913-956-4910

Address

8700 Indian Creek Parkway,
Suite 100,
Overland Park, KS 66210 See Details

James Claiborne

Financial Partners Group

913-948-9489

Address

10925 Antioch Road,
Suite 100,
Overland Park, KS 66210 See Details

Allworth Financial

888-242-6766

Address

3705 Clinton Parkway,
Lawrence, KS 66047 See Details

Top Financial Advisor Firms in Leawood, Kansas (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FAS WEALTH PARTNERS, INC. 4747 W 135 Street, Suite 100 Leawood, KS, 66224	109796	$2,353,156,283	4951	A Percentage of AUM, Hourly charges, Fixed Fees, Other (PLANNING FEES)
THE RETIREMENT PLANNING GROUP, LLC 4811 W. 136th Street, Leawood, KS, 66224	129625	$1,549,489,960	6117	A Percentage of AUM, Fixed Fees
KAVAR CAPITAL PARTNERS 11460 Tomahawk Creek Parkway, Suite 420 Leawood, KS, 66211	311744	$1,017,484,224	1326	A Percentage of AUM, Other (RETIREMENT PLAN CONSULTING)
LOGIA PORTFOLIO MANAGEMENT 15100 Rosewood Street, Leawood, KS, 66224	269963	$725,852,256	1	Other (A PERCENTAGE OF RECURRING INCOME)
MITCHELL CAPITAL MANAGEMENT CO 11460 Tomahawk Creek Parkway, Suite 410 Leawood, KS, 66211-7822	106338	$661,286,384	707	A Percentage of AUM
LEGACY FINANCIAL STRATEGIES, LLC 11300 Tomahawk Creek Parkway, Suite 190 Leawood, KS, 66211	283553	$508,657,490	1836	A Percentage of AUM, Hourly charges, Fixed Fees
ETF PORTFOLIO PARTNERS, INC. 4831 W. 136th Street, Suite 300 Leawood, KS, 66224-5922	128366	$271,204,934	380	A Percentage of AUM
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4745 W. 136th Street, Leawood, KS, 66224	288641	$263,670,634	992	A Percentage of AUM, Fixed Fees, Commission Based
VIAWEALTH, LLC 8700 State Line Rd, Suite 325 Leawood, KS, 66206	309043	$181,735,000	292	A Percentage of AUM, Hourly charges, Fixed Fees
EVEREST WEALTH MANAGEMENT 4901 W. 136 Street, Suite 1, Leawood, KS, 66224	133823	$155,266,057	74	A Percentage of AUM
NORMANDY INVESTMENT ADVISORS 12728 State Line Rd., Leawood, KS, 66209	316321	$104,207,716	464	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Leawood, Kansas to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Leawood, Kansas

How To Find The Best Financial Advisors in Leawood, KansasLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Leawood, Kansas

Donald Clark

Personal Financial Group - LPL Financial

Address

Joe Harrish

Prime Capital Investment Advisors

Address

Alex Petrovic

Petrovic Financial Services

Address

Bryan Hays

nVision Wealth

Address

James Claiborne

Financial Partners Group

Address

Allworth Financial

Address

Top Financial Advisor Firms in Leawood, Kansas (Ranked by AUM)

Select other cities around Leawood, Kansas to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Leawood, Kansas
Last Updated - 13-Jun-2023

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