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 Lenexa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lenexa & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lenexa, Kansas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Lenexa, Kansas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lenexa, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
MODERN WEALTH MANAGEMENT, LLC 13550 W 95th St., Lenexa, KS, 66215 | 324624 | $1,535,399,313 | 7700 | A Percentage of AUM, Hourly charges |
BARBER FINANCIAL GROUP 13550 W 95th St, Lenexa, KS, 66215 | 152043 | $1,509,131,163 | 7936 | A Percentage of AUM, Hourly charges, Fixed Fees |
COPPER FINANCIAL 9777 Ridge Drive, Suite 360, Lenexa, KS, 66219 | 168203 | $275,772,959 | 2406 | A Percentage of AUM, Hourly charges, Fixed Fees |
OWLFI 8725 Rosehill, Suite 119 Lenexa, KS, 66215 | 311854 | $117,613,225 | 667 | A Percentage of AUM, Hourly charges, Fixed Fees |
DOGWOOD WEALTH MANAGEMENT, LLC 8813 Penrose Ln, Suite 350 Lenexa, KS, 66219 | 317580 | $93,397,382 | 386 | A Percentage of AUM, Hourly charges, Fixed Fees |
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