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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Overland Park, Kansas

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 Overland Park is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Overland Park & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Overland Park, Kansas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 54 non-vetted financial advisors in Overland Park, Kansas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Overland Park, 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 Overland Park , Kansas

James Claiborne

Financial Partners Group

913-948-9489

Address

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

Joe Harrish

Prime Capital Investment Advisors

913-491-6226

Address

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

Norman Grant

Grant Capital

913-361-8281

Address

7101 College Blvd,
Ste 880,
Overland Park, KS 66210 See Details

Grant Ingram

Benjamin F. Edwards

913-253-1403

Address

5250 W. 116th Place,
Suite 320,
Leawood, KS 66211 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

10950 Grandview Drive,
Suite 600,
Overland Park, KS 66210 See Details

Michael Fiammetta

Lpl

816-229-7290

Address

16 SE 3rd Street,
Lees Summit, MO 64063 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	106766	$107,102,338,153	57121	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	140195	$81,106,925,484	132567	A percentage of AUM, Hourly charges, Fixed fees
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	106398	$15,083,813,669	14421	A percentage of AUM, Subscription fees, Fixed fees
TORTOISE CAPITAL ADVISORS, L.L.C. 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861	123711	$6,906,161,911	359	A percentage of AUM, Performance Based
TWO WEST CAPITAL ADVISORS LLC 10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560 Overland Park, KS, 66210	154543	$2,760,229,371	1035	A percentage of AUM, Fixed fees
MERITAGE PORTFOLIO MANAGEMENT, INC. 7500 College Blvd, Suite 1212 Overland Park, KS, 66210	107177	$2,369,159,436	1493	A percentage of AUM
PRISM FINANCIAL GROUP, L.L.C. 7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984	112315	$1,698,069,943	2474	A percentage of AUM, Hourly charges, Fixed fees
SUNESIS ADVISORS, LLC 6750 W 93rd Street, Suite 250 Overland Park, KS, 66212	159114	$1,211,340,126	475	A percentage of AUM, Fixed fees
TRIUNE FINANCIAL PARTNERS, LLC Lighton Plaza Ii, 7400 College Blvd, Suite 300 Overland Park, KS, 66210	152277	$1,132,184,487	2721	A percentage of AUM, Hourly charges, Fixed fees
DEAN CAPITAL MANAGEMENT 7400 West 130th Street, Suite 350 Overland Park, KS, 66213	145666	$1,056,594,997	547	A percentage of AUM
LEXAURUM ADVISORS 16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085	283653	$1,006,435,215	4641	A percentage of AUM, Hourly charges, Fixed fees, Other (MONTHLY FEE)
KEEN WEALTH ADVISORS 7500 College Blvd., Suite 1000, Overland Park, KS, 66210	170293	$914,904,729	2386	A percentage of AUM, Hourly charges, Fixed fees
STEPP & ROTHWELL INC 7300 College Boulevard, Suite 100 Overland Park, KS, 66210	107999	$890,700,941	2252	A percentage of AUM, Fixed fees
LEGACY FINANCIAL STRATEGIES, LLC 5400 Colllege Blvd., Ste. A Overland Park, KS, 66211	283553	$806,094,432	2014	A percentage of AUM, Hourly charges, Fixed fees
WATERFRONT WEALTH INC. 6711 W 121st Street, Suite 200 Overland Park, KS, 66209	173220	$775,000,000	2630	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Overland Park, Kansas

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

List of Qualified Financial Advisors in Overland Park , Kansas

James Claiborne

Financial Partners Group

Address

Joe Harrish

Prime Capital Investment Advisors

Address

Norman Grant

Grant Capital

Address

Grant Ingram

Benjamin F. Edwards

Address

Edelman Financial Engines, LLC

Address

Michael Fiammetta

Lpl

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy