Fiduciary advisors in Overland Park, KS

68 registered advisers

Located in Kansas, Overland Park is the commercial center of the Kansas City metro's Kansas side, with Sprint/T-Mobile operations and a growing financial services presence. 62 of those firms -- 91% -- operate on a fee-only basis, accepting no commissions. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

ALLOS INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #155541
Typical Fee--
AUM$60M
Minimum--
Clients745

ASPYRE WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #107212
Typical Fee--
AUM$668M
Minimum--
Clients1,559

BALANCED FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #128161
Typical Fee--
AUM$181M
Minimum--
Clients80

BCWM

Clean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #144748
Typical Fee--
AUM$600M
Minimum--
Clients364

CABIN ADVISORS, LLC

Also Compensated via Brokerage
Overland Park, KansasCRD #312547
Typical Fee--
AUM$134M
Minimum--
Clients561

CALIBER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #331165
Typical Fee1.50%
AUM$1.2B
Minimum--
Clients4,598

CENTERPOINT ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #324181
Typical Fee1.35%
AUM$237M
Minimum$400,000
Clients540

COLLABORATIVE PORTFOLIO MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Overland Park, KansasCRD #332929
Typical Fee--
AUM$146M
Minimum--
Clients488

CORNERSTONE SECURITIES LLC

Clean RecordAlso Compensated via Brokerage
Overland Park, KansasCRD #140379
Typical Fee--
AUM$175M
Minimum--
Clients800

CREATIVE PLANNING

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #105348
Typical Fee--
AUM$217.4B
Minimum--
Clients269,686

CREATIVEONE SECURITIES, LLC

Also Compensated via Brokerage
Overland Park, KansasCRD #152974
Typical Fee--
AUM$2.1B
Minimum--
Clients11,317

CREATIVEONE WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #281213
Typical Fee--
AUM$4.8B
Minimum--
Clients29,437

CURTIS CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #330835
Typical Fee--
AUM$166M
Minimum--
Clients244

DAVIS FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #143410
Typical Fee--
AUM$126M
Minimum--
Clients227

DEAN CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Overland Park, KansasCRD #145666
Typical Fee--
AUM$1.1B
Minimum--
Clients502

DEMARCHE

Fee-Only, No ConflictsClean Record
Overland Park, KansasCRD #105500
Typical Fee--
AUM--
Minimum--
Clients--

DEMARCHE

Fee-Only, No ConflictsClean Record
Overland Park, KansasCRD #145851
Typical Fee--
AUM$185M
Minimum--
Clients16

FCI ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #106398
Typical Fee--
AUM$1.9B
Minimum--
Clients740

FINANCIAL PARTNERS GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #288644
Typical Fee--
AUM$973M
Minimum--
Clients3,379

FORTUNE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #145799
Typical Fee2.00%
AUM$202M
Minimum--
Clients564

FREESTATE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #145800
Typical Fee--
AUM$182M
Minimum--
Clients635

GREENUP STREET WEALTH MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Overland Park, KansasCRD #311391
Typical Fee--
AUM$662M
Minimum--
Clients2,210

INSIGHT FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #147518
Typical Fee--
AUM$214M
Minimum--
Clients905

KEEN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #170293
Typical Fee--
AUM$1.0B
Minimum--
Clients2,605

KOMPASS KAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #335041
Typical Fee--
AUM$115M
Minimum--
Clients1

KONZA GLOBAL WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #331692
Typical Fee--
AUM$117M
Minimum--
Clients282

LEGACY FINANCIAL STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #283553
Typical Fee--
AUM$952M
Minimum--
Clients2,090

LEGACY INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #133014
Typical Fee--
AUM$403M
Minimum--
Clients415

LEXAURUM ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #283653
Typical Fee--
AUM$1.3B
Minimum--
Clients5,599

MARINER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park,, KansasCRD #151664
Typical Fee--
AUM$2.4B
Minimum--
Clients5,559

MARINER ADVISOR NETWORK

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #283824
Typical Fee--
AUM$8.5B
Minimum--
Clients27,221

MARINER INDEPENDENT

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #305418
Typical Fee--
AUM$5.6B
Minimum--
Clients10,412

MARINER WEALTH

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #140195
Typical Fee--
AUM$98.6B
Minimum--
Clients155,767

MARINER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #289886
Typical Fee--
AUM--
Minimum--
Clients--

MERITAGE PORTFOLIO MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #107177
Typical Fee--
AUM$2.4B
Minimum--
Clients1,480

MIDWEST FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #175288
Typical Fee--
AUM$566M
Minimum--
Clients2,222

MN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #322617
Typical Fee--
AUM$394M
Minimum--
Clients1,173

MOKAN WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #328005
Typical Fee--
AUM$250M
Minimum--
Clients704

NOVA R WEALTH, INC.

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #169574
Typical Fee--
AUM$412M
Minimum--
Clients888

NOVADIUS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #148229
Typical Fee--
AUM$148M
Minimum--
Clients582

ONE ADVISORY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #161614
Typical Fee--
AUM$370M
Minimum--
Clients316

ONEDIGITAL

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #106766
Typical Fee--
AUM$142.6B
Minimum--
Clients38,423

ONEDIGITAL ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #320608
Typical Fee--
AUM$662K
Minimum--
Clients47

PARAGON CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #108168
Typical Fee--
AUM$740M
Minimum--
Clients785

PCG WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #290977
Typical Fee--
AUM$931M
Minimum--
Clients4,710

PHD RETIREMENT CONSULTING

Fee-Only, No ConflictsClean Record
Overland Park, KansasCRD #304989
Typical Fee--
AUM$398M
Minimum--
Clients56

POSTROCK PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #328865
Typical Fee--
AUM$489M
Minimum--
Clients77

PRIME CAPITAL FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #288712
Typical Fee--
AUM$30.1B
Minimum--
Clients44,399

PROVIDENCE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #124839
Typical Fee1.50%
AUM$428M
Minimum--
Clients559

QUANTUM FINANCIAL PARTNERS LLC

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #138112
Typical Fee--
AUM$149M
Minimum--
Clients534

RPR FINANCIAL

Clean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #316557
Typical Fee--
AUM$162M
Minimum--
Clients635

RSG INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #323527
Typical Fee--
AUM$116M
Minimum--
Clients1,055

S&A FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #110471
Typical Fee--
AUM$322M
Minimum--
Clients1,448

SANDERS BOOZE CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Overland Park, KansasCRD #148651
Typical Fee--
AUM--
Minimum--
Clients--

SEARCY FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #105807
Typical Fee--
AUM$448M
Minimum--
Clients1,048

SOUND STEWARDSHIP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #129755
Typical Fee--
AUM$244M
Minimum--
Clients1,069

STEFFES FINANCIAL, LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #134530
Typical Fee--
AUM$611M
Minimum--
Clients652

STEPP & ROTHWELL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #107999
Typical Fee--
AUM$964M
Minimum--
Clients2,276

STORYONE FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #331394
Typical Fee1.35%
AUM$144M
Minimum--
Clients480

SUNESIS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #159114
Typical Fee--
AUM$1.2B
Minimum--
Clients489

TFB ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #321870
Typical Fee--
AUM$860M
Minimum--
Clients3,047

TORTOISE CAPITAL ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #123711
Typical Fee--
AUM$8.4B
Minimum--
Clients344

TRIUNE FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #152277
Typical Fee--
AUM$1.3B
Minimum--
Clients960

TWO WEST CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #154543
Typical Fee--
AUM$3.2B
Minimum--
Clients579

TYR CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #326208
Typical Fee--
AUM$220M
Minimum--
Clients3

WATERFRONT WEALTH INC.

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #173220
Typical Fee--
AUM$890M
Minimum--
Clients4,120

WINDWARD PRIVATE WEALTH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Overland Park, KansasCRD #113761
Typical Fee--
AUM$274M
Minimum--
Clients937

YUKON WEALTH MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Overland Park, KansasCRD #109413
Typical Fee--
AUM$392M
Minimum--
Clients349
Fiduciary Advisors in Overland Park, Kansas | FiduciaryListings