Fiduciary advisors in Leawood, KS

10 registered advisers

Leawood is one of the wealthiest Kansas City suburbs, where corporate executive households sustain a concentrated advisory market, and 10 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 9 of the 10 registered practices, or about 90% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

503 CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Leawood, KansasCRD #327580
Typical Fee--
AUM$399M
Minimum--
Clients11

ETF PORTFOLIO PARTNERS, INC.

Fee-OnlyAlso Compensated via Product Sales
Leawood, KansasCRD #128366
Typical Fee1.00%
AUM$431M
Minimum--
Clients429

EVEREST WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #133823
Typical Fee--
AUM$237M
Minimum--
Clients354

FAS WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #109796
Typical Fee--
AUM$3.8B
Minimum--
Clients5,110

KAVAR CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #311744
Typical Fee--
AUM$1.3B
Minimum--
Clients1,512

MITCHELL CAPITAL MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #106338
Typical Fee--
AUM$861M
Minimum--
Clients814

NORMANDY INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #316321
Typical Fee--
AUM$142M
Minimum--
Clients249

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Also Compensated via Product Sales
Leawood, KansasCRD #288641
Typical Fee1.50%
AUM$815M
Minimum--
Clients1,953

THE RETIREMENT PLANNING GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #129625
Typical Fee--
AUM$4.5B
Minimum--
Clients13,910

VIAWEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leawood, KansasCRD #309043
Typical Fee--
AUM$241M
Minimum--
Clients338
Fiduciary Advisors in Leawood, Kansas | FiduciaryListings