Top Financial Advisors in Kansas

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Creative Planning, LLC is a fee-based firm that provides wealth management, financial planning and institutional advisory services. The firm is headquartered in Overland Park, Kansas, and has been registered as an investment advisor since 1983. The firm works with individuals, high-net-worth and ultra-affluent investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, foundations, endowments, institutions and government entities.

Creative Planning generally requires new wealth management clients to have at least $200,000 in assets under management. The firm also lists a $500,000 minimum for U.S.-based clients on its website, and comprehensive financial planning is generally included for clients with at least $500,000 under management. The firm provides portfolio management, financial planning, tax planning, estate planning, retirement planning, insurance and risk management, lending services, trust services and family office services.

Creative Planning generally uses a mix of long-term passive and index-based investing, short-term passive strategies, fundamental analysis and cyclical analysis. The firm may also use individual stock and bond strategies, direct indexing, enhanced direct indexing, tax-loss harvesting, ESG or values-based investing, private market investments, options strategies and asset allocation models for retirement plan participants.

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Prime Capital Financial is a fee-based advisor that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations. The firm requires a minimum account size that varies by strategy, but exceptions may be made based on household balances or expected account changes. Clients who want to engage in their Opportunistic Growth Strategy have an account minimum of $100,000.

As a fee-based advisor, there is a potential for a conflict of interest. However, the firm and its advisors are bound to a fiduciary duty to put the needs of the clients first. Prime uses a broad spectrum of investment strategies to cater to diverse investor needs. These strategies can range from passive, index-based approaches to more dynamic and actively managed risk-based strategies.

The firm also uses differnent types of analysis to develop investment strategies. According ot its brochure, these include fundamental analysis, which studies economic, financial and company data to estimate value; Modern Portfolio Theory, which balances risk and return by diversifying across assets; and technical analysis, which uses charts and trading data to identify patterns that may suggest future price movements.

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CreativeOne Wealth offers asset management, financial planning, retirement plan consulting, sub-advisory services, third-party investment adviser referrals and investment consultative retainer services. The firm’s client base includes individuals, high-net-worth individuals, businesses, nonprofit organizations, employer-sponsored retirement plans and third-party investment advisers. CreativeOne Wealth typically requires a minimum investment amount for its models, though a specific dollar minimum is not listed.

Financial planning services may cover retirement planning, investment planning, insurance assessment, cash flow management, debt consolidation, education planning, estate planning and business planning.

CreativeOne Wealth uses several methods of analysis, including fundamental, technical, charting, cyclical, quantitative and Modern Portfolio Theory-based analysis. Its investment approach may include risk-based asset allocation models, proprietary ETF and mutual fund model portfolios, income models, ESG models, sector rotation strategies and tax-aware portfolios.

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The Retirement Planning Group (TRPG) is a fee-only firm that serves high-net-worth and non-high-net-worth individuals. It’s brochure does not include a minimum account requirement. TRPG provides advisory services and portfolio management. While many clients are approaching or in retirement, the firm works with clients at all stages of financial life.

Services include investment management, retirement and income planning, Social Security advice, and guidance on issues that retirees and pre-retirees commonly face. Each client relationship begins with a structured financial planning process. Advisors gather details about assets, goals and retirement vision, then create a personalized financial plan that includes scenarios and recommendations.

This plan is updated regularly, usually once a year, to reflect changes in the client’s financial situation, objectives, or risk tolerance. Clients may request modifications, and in some cases, may place restrictions on certain types of investments. As a fiduciary, TRPG must act in the client’s best interest. This includes following professional standards of care, avoiding conflicts of interest and charging only reasonable fees.

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Triad Wealth Partners is a fee-based firm that serves both non-high-net-worth and high-net-worth individuals, as well as trusts, estates, charities, corporations and other business entities. Through its TAMP program, the firm also works with independent registered investment advisers and, in limited cases, the end clients of those advisers. The firm generally requires a $10,000 minimum account size for its TAMP program, though this minimum may be waived at the firm’s discretion. No specific minimum is listed for its general advisory services.

The firm provides investment management, financial planning and consulting, sub-advisory services, turnkey asset management program support, assets-under-advisement services and portfolio reporting. Its planning and consulting services may include budgeting, cash management, insurance planning, estate planning, tax planning, retirement planning, education funding and investment goal setting.

Advisors may invest client assets in mutual funds, exchange-traded funds, individual stocks, bonds, cash and cash equivalents, separately managed accounts and private funds. The firm may also use model portfolios, customized portfolios, third-party managers and periodic rebalancing, depending on the client’s needs.

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Financial Advisory Service doesn't have a minimum account size requirement, but it does suggest that clients have $500,000 in investable assets. This fee-based firm primarily works with individuals (both non-high-net-worth and high-net-worth individuals), banks, pensions and profit-sharing plan, charities and corporations.

Some advisors at this firm sell insurance policies or securities, and they may earn commissions from sales. This can lead to a conflict of interest, since these advisors have a financial incentive to recommend certain products over others. However, the firm does abide by fiduciary duty, meaning it must act in your best interest.

The firm provides financial planning and investment management services for individuals. This includes reviewing personal finances, helping with budgeting, evaluating taxes and cash flow, managing investments, reviewing insurance coverage and planning for retirement. The firm also helps with estate and legacy planning, though legal documents must be prepared by an attorney of your choice.

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Fortis Capital Advisors is a fee-based firm that works with individuals, high-net-worth individuals, trusts, corporations, retirement plans, institutional clients and other investment advisers. The firm is headquartered in Prairie Village, Kansas and was founded in 2020. The firm does not state a minimum account size. Fortis Capital Advisors does charge a minimum assets under management fee, though no specific dollar minimum is listed.

As a fee-based firm, there is a potential for a conflict of interest because certain representatives or affiliates may receive commissions, referral fees or other compensation related to insurance products, brokerage activities, cash management accounts or related investment products. However, the firm and its advisors are bound by a fiduciary duty to put the needs of clients first.

The firm provides portfolio management, financial planning and consulting, retirement planning, retirement plan consulting, tax planning and preparation, estate and legacy planning, insurance and protection planning, cash flow and distribution planning and educational workshops. It also offers access to a wrap fee program. Fortis Capital Advisors uses passive, active, tactical, blended and ESG investment strategies. Portfolios may include index-based strategies, active management, tactical allocation, sector-based approaches and ESG-focused analysis.

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Caliber Wealth Management is a fee-only firm that serves individuals, families, businesses and retirement plans. The firm is headquartered in Overland Park, Kansas and was organized in 2024. The firm does not require clients to have a minimum account size, but it may decline engagements for reasons that include account size. Financial planning services are subject to a $2,000 overall firm fee minimum.

The firm provides discretionary portfolio management, non-discretionary investment advisory services, ongoing financial planning, retirement plan services and tax preparation and consulting. Financial planning may address education funding, retirement planning, estate planning, risk management, employee benefits planning and tax planning.

Caliber Wealth Management generally builds globally diversified portfolios using principles consistent with modern portfolio theory. The firm primarily uses mutual funds and ETFs, though stocks, bonds, alternative investments and other securities may also be used.

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LexAurum Advisors is a fee-based firm that offers investment management, financial planning and retirement plan services. The firm works with individuals, families, businesses, retirement plans, foundations, endowments and other institutional investors. The firm does not state a minimum account size for opening or maintaining an account. However, the firm reserves the right to decline engagements for reasons that may include account size.

As a fee-based firm, certain associated persons may earn broker-dealer commissions, insurance commissions or referral fees in addition to advisory fees. This can create a potential conflict of interest, but the firm and its advisors are bound by a fiduciary duty to put clients' interests first.

The firm's services include discretionary and non-discretionary investment management, investment advisory services, financial planning, retirement plan services, management of held-away accounts through Pontera and sub-advisory services through its Golden Rule Program model portfolios. Financial planning services may address retirement planning, education funding, estate planning, risk management, employee benefits and tax planning.

Client portfolios often use mutual funds, ETFs, stocks and bonds. The firm may also use long-term purchases, short-term purchases, trading, margin and options where appropriate. LexAurum’s Golden Rule Program includes eight risk-based models, ranging from Capital Preservation to Aggressive, and primarily uses low-cost ETFs.