Top Financial Advisors in Overland Park, KS

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Creative Planning is a fee-based registered investment advisor that ranks No. 1 on our list of the top advisors in Overland Park and also appears on SmartAsset's list of the top financial advisors in the U.S. Creative Planning is by far the largest advisor on this list, with more assets under management than the nine other firms combined. 

The firm offers portfolio management, financial planning, retirement plan consulting, institutional advisory services and related wealth management services. Creative Planning serves a wide range of clients, including individuals, high-net-worth and ultra-affluent investors, retirement plans, trusts, estates, charitable organizations, corporations, foundations, endowments, government entities and other institutions. 

Creative Planning generally requires new wealth management clients to have at least $200,000 in assets under management, though this minimum may be waived. Comprehensive financial planning is generally available for clients with at least $500,000 under management.

The advisory team includes CFP® professionals, and certain advisors or related professionals may hold the certified public accountant (CPA), or enrolled agent (EA) designations. As a fee-based firm, Creative Planning's affiliated entities may receive insurance commissions in addition to the firm's advisory fees. This presents a potential conflict of interest, though the firm is held to a fiduciary standard when providing advisory services.

Creative Planning provides portfolio management, financial planning, tax planning, estate planning, retirement planning, trust services, insurance and risk management, family office services and business advisory services. Through affiliated entities, the firm may also provide tax and accounting, legal, payroll, lending, technology, pension consulting and business valuation services.

Creative Planning uses a variety of investment strategies based on each client's goals, risk tolerance and financial situation. Portfolios may include low-cost index funds, individual stocks and bonds, private investments and socially responsible or values-based investment options. The firm may also use tax-management techniques, such as tax-loss harvesting, and may adjust investment allocations over time as market conditions or client needs change. In some cases, Creative Planning works with third-party investment managers to oversee specialized investment strategies.

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Mariner, LLC is a fee-based registered investment advisor that also appears on our list of the top financial advisors in the U.S. The firm offers financial planning, investment advisory, portfolio management and retirement plan consulting services.

The firm serves a wide range of clients, including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, plan sponsors and other financial intermediaries. Typical clients also include executives, business owners, professional athletes and medical and dental professionals.

Mariner generally requires $100,000 for standard managed accounts, though minimums may vary by service level, strategy and other factors. Fixed income managed accounts typically require $125,000 for laddered bond strategies and $500,000 for the full fixed income strategy. Private equity, alternatives and direct investment funds generally have a $100,000 minimum investment, though this may be waived.

The advisory and specialist teams include professionals with CPA and EA designations, as well as licensed insurance agents. However, as a fee-based firm, some Mariner personnel may receive commissions from insurance products or transaction-based compensation through affiliated or third-party brokerage relationships. While these arrangements can present potential conflicts of interest, Mariner is held to a fiduciary standard when providing advisory services and must act in clients' best interests.

Mariner offers a broad range of wealth management services, including financial planning, tax planning, retirement planning, estate and trust services, insurance planning, charitable giving and family office support. Its family office services may cover tasks like bill pay, banking, record keeping and reporting. The firm manages portfolios using a mix of stocks, bonds, real assets, alternative investments, mutual funds, ETFs and personalized equity strategies, with options such as direct indexing, tax-loss harvesting, ESG investing, private funds and model portfolios depending on the client’s needs.

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Prime Capital Financial is a fee-based advisor offering a wide array of financial services, including asset management, financial planning, retirement plan consulting and sub-advisory relationships.

Prime Capital serves a broad range of clients, including individuals with and without high net worth, families, charitable organizations, trusts and estates, corporate entities, retirement plans and deferred compensation programs.

While the firm does not set a universal minimum investment across all accounts, it does maintain strategy-specific minimums. These range from $2,500 for entry-level portfolios to $1 million for strategies like covered calls, with most standard strategies requiring between $10,000 and $100,000.

Prime Capital is affiliated with PCRM LLC, an insurance agency, and representatives may earn commissions on the sale of non-securities insurance products such as annuities or life insurance. Despite being a fee-based firm, Prime Capital operates under a fiduciary duty when offering advisory services, which requires placing clients' best interests first.

Prime Capital Financial tailors its investment services to each client's financial profile, risk tolerance, goals and time horizon. It creates investment policy statements (IPS) and adjusts portfolios accordingly. Investment strategies are delivered through both wrap-fee programs and traditional custodial platforms. The firm also offers thematic and ESG-aligned portfolios, as well as specialized strategies like covered calls, sector rotation and opportunistic growth for qualified clients.

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CreativeOne Wealth is another fee-based registered investment advisor headquartered in Overland Park. The firm offers discretionary asset management, financial planning, retirement plan consulting, sub-advisory services and referrals to third-party investment advisors.

The firm serves a wide range of clients, including individuals, high-net-worth individuals, corporations, nonprofit organizations, employer-sponsored retirement plans and other advisory firms. There is no formal minimum investment requirement disclosed to become a client of CreativeOne Wealth. However, the firm typically requires a minimum investment amount for its model portfolios, though exceptions may be made.

As a fee-based firm, some of CreativeOne Wealth's advisor representatives may earn commissions through affiliated securities or insurance entities in addition to advisory fees. Although this presents a potential conflict of interest, the firm is bound by law to act in clients’ best interests when providing advisory services.

CreativeOne Wealth offers discretionary asset management, financial planning, investment consultative retainer services, retirement plan consulting and sub-advisory services. Planning services may cover investment planning, insurance assessment, retirement planning, cash flow management, debt consolidation, education planning, estate planning and business planning.

CreativeOne Wealth uses a variety of research methods to evaluate investments and build portfolios. The firm may look at company fundamentals, market trends, economic cycles, data-driven indicators and chart patterns when making investment decisions. Its strategies may include portfolios built around a client’s risk level, ETF and mutual fund models, tax-aware investing, ESG-focused portfolios, income strategies, separately managed accounts and alternative investments for eligible clients.

The firm has three regulatory disclosures listed on its SEC record. However, those disclosures are attributed to affiliates of CreativeOne Wealth, not the firm itself. 

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Caliber Wealth Management is a fee-only registered investment advisor headquartered in Overland Park, Kansas. Founded in 2024, the firm offers wealth management, investment advisory, financial planning, retirement plan and tax-related services.

The firm works with individuals, families, businesses and retirement plans. Caliber Wealth Management does not require a minimum dollar value in assets to establish or maintain an account, though it may decline engagements for reasons that include account size. Financial planning services are subject to a $2,000 overall firm fee minimum.

As a fee-only firm, advisors at Caliber Wealth Management do not sell insurance or financial products for commissions. The firm's revenue comes from client-paid fees for services. Members of Caliber's advisory team hold a range of professional certifications, including the CFP®, chartered financial analyst (CFA), chartered retirement planning counselor (CRPC), and retirement income certified professional (RICP) designations, among others. 

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

Caliber Wealth Management generally builds globally diversified portfolios reliant on modern portfolio theory. The firm primarily uses mutual funds and exchange-traded funds (ETFs), though it may also use individual stocks, bonds, alternative investments, outside managers, margin or options strategies when appropriate for a client's situation.

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LexAurum Advisors is another fee-based firm that provides investment management, financial planning, retirement plan services and sub-advisory support to other RIAs. The firm serves individuals, high-net-worth individuals, businesses, retirement plans, foundations, endowments and other institutional investors.

There is no formal minimum investment requirement disclosed to become a client of LexAurum. However, the firm may decline engagements for reasons that include account size.

As a fee-based firm, some of LexAurum's associated persons may receive securities commissions, insurance commissions, 12b-1 fees or referral compensation in addition to advisory fees. Although this presents a potential conflict of interest, the firm has a fiduciary duty to act in clients’ best interests.

The firm provides investment management, investment advisory services, financial planning, retirement plan services, held-away account management through Pontera and sub-advisory services. Planning services may address education funding, retirement planning, estate planning, risk management, employee benefits and tax planning.

LexAurum may manage client assets on a discretionary or non-discretionary basis. The firm uses modern portfolio theory, fundamental analysis, market trend analysis and economic cycle analysis. Portfolios may include mutual funds, ETFs, stocks and bonds, with strategies that can include long-term purchases, short-term purchases, trading, margin and options.

The firm's Golden Rule Program uses eight risk-based asset allocation models that are invested primarily in low-cost ETFs.

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Sunesis Advisors is a fee-only practice with a small team of advisors. What makes this firm especially unique is its individual client base. The firm has a limited number of individual clients, all of them high-net-worth individuals. The firm’s high minimum investment of $5 million in investable assets reflects its focus on wealthy clients. Aside from its small group of individual clients, the firm can also handle the financial needs of trusts, estates, charities and family businesses.

As a fee-only firm, advisors at Sunesis do not sell insurance or financial products for commissions. The firm's revenue comes solely from client-paid fees for services.

The firm takes a holistic approach in attending to its clients' personal, familial and business needs. The firm focuses on retirement planning, estate planning, tax planning and mitigation, asset protection, business succession planning and insurance coverage review.

There are two basic approaches that Sunesis Advisors will take to build a client’s portfolio. Either Sunesis will use third-party investment managers to flesh out and diversify a client’s account, or it will utilize mutual funds, ETFs and commingled funds to accomplish the same task.

While investing client assets in mutual funds and ETFs is fairly typical, the use of outside managers is not quite as common. The firm claims that working in this way will maximize your net worth and current cash flow, while keeping your investments diversified, instead of trying to fit your needs into the firm’s preferred investment methods.

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PCG Wealth Management is a fee-based advisory firm headquartered in Overland Park, Kansas. The firm also does business as PCG Wealth Management, WealthSprings, LLC and Limestone Wealth Management. Founded in 2017, PCG works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and corporations.

There is no formal minimum investment requirement disclosed to become a client of PCG. However, certain representatives may receive commissions through broker-dealer or insurance-related activities. Although this presents a potential conflict of interest, the firm is legally required to act in clients' best interests.

PCG's team includes advisors who hold the CFP® and chartered mutual fund counselor (CMFC) designations. 

The firm offers investment management, financial planning and retirement plan consulting services. Investment management services may include discretionary portfolio management, strategic wealth management programs, wrap fee arrangements and portfolio implementation.

Financial planning engagements may be offered on an hourly or fixed-fee basis. Planning services can cover investment planning, retirement planning, personal savings and education savings.

When it comes to investing, PCG generally uses a long-term approach. The firm typically builds portfolios with diversified mutual funds and ETFs, though it may also use other investments when appropriate. Its analysis may include fundamental, technical and cyclical research, along with asset allocation, portfolio rebalancing, tax-loss harvesting and capital gains management.

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Two West Advisors (TWA) is a fee-based firm offering wealth management and institutional advisory services. The firm works with individuals, trusts, estates, charitable organizations and business entities. While its standard minimum account size is $500,000 for wealth management clients, TWA may accept smaller accounts on a case-by-case basis or through its automated robo-advisor platform. For institutional clients, the general minimum is $2 million.

As a fee-based firm, TWA can receive additional compensation when recommending its clients enlist the services of outside firms, which represents a conflict of interest. However, as a registered investment advisor, the firm is held to a fiduciary standard, which legally obligates it to act in the best interests of clients.

The team at TWA includes advisors who hold the CFP® and CFA designations. Those advisors offer comprehensive financial planning and investment management services. Planning services may cover everything from retirement and estate planning to tax, insurance and education funding strategies. 

The firm's approach to investing is rooted in building efficient portfolios using modern portfolio theory. "TWA uses a long term strategic approach to investing, but may use some shorter term tactical techniques from time to time," the firm states in its form adv brochure. 

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S&A Financial Services, a fee-only registered investment advisor, rounds out our list of the top advisory firm sin Overland Park. The firm offers investment advisory and management services, financial planning and pension consulting. It serves a wide range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

S&A Financial Services generally requires a minimum account size of $100,000. However, this minimum may be waived depending on client needs and the complexity of the engagement. As a fee-only firm, advisors at S&A Financial Services do not sell insurance or financial products for commissions. The firm's revenue comes solely from client-paid fees for services.

Planning services may address investment planning, life insurance, tax concerns, retirement planning, college planning, debt planning, estate planning, IRA planning, insurance needs analysis and business succession planning. Its pension consulting services may include helping plan sponsors identify investment objectives, recommend money managers, monitor performance and evaluate service providers.

S&A Financial Services may use both long-term and shorter-term trading strategies. Its investment approach may include fundamental analysis, such as reviewing financial statements and company health, as well as technical analysis based on past market data, primarily price and volume.