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Overland Park, KS

SEC-registered financial advisors in Overland Park, KS

SEC data as of September 29, 2026 · Listed A to Z. Not a ranking or a recommendation. · Median size $478M

Common fee types

98%Percentage of assets
79%Fixed or flat fee
60%Hourly

Filters

62 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size band$25M to $100M$100M to $500M$500M to $1B$1B or more

62 SEC-registered firms

Showing 24 of 62

Allos Investment Advisors, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
Aspyre Wealth Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
Balanced Financial Planning, Inc.$100M to $500MSEC recordHourlyFixed or flat fee
BCWM$500M to $1BSEC recordPercentage of assetsCommissions
Beyond Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Cabin Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Caliber Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Centerpoint Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Collaborative Portfolio Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
Cornerstone Securities LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Creative Planning$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Creativeone Securities, LLC$1B or moreSEC recordPercentage of assetsHourly
Creativeone Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
Curtis Capital Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Davis Financial Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Engage Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Fci Advisors$1B or moreSEC recordPercentage of assets
Financial Partners Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Fortune Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Freestate Advisors LLC$100M to $500MSEC recordPercentage of assets
Glass Lakes Capital Management LLC$100M to $500MSEC recordPercentage of assets
Greenup Street Wealth Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Insight Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Keen Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Konza Global Wealth Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Legacy Financial Strategies, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Legacy Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Lexaurum Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
Mariner$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Mariner$1B or moreSEC recordPercentage of assets
Mariner Advisor Network$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Mariner Independent$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Midwest Financial Group LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
MN Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Mokan Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Nova R Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Novadius Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
One Advisory Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Onedigital$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
Paragon Capital Management LLC$500M to $1BSEC recordPercentage of assets
PCG Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Postrock Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Prime Capital Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
Providence Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
Quantum Financial Partners LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
RPR Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
RSG Investments LLC$100M to $500MSEC recordPercentage of assets
S&A Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourly
Searcy Financial Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Sound Stewardship, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
Steffes Financial, Ltd$500M to $1BSEC recordPercentage of assetsHourly
Stepp & Rothwell Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
Storyone Family Office$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Sunesis Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
TFB Advisors, LLC$500M to $1BSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
Tortoise Capital Advisors, L.L.C.$1B or moreSEC recordPercentage of assetsPerformance-based
Triune Financial Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Two West Capital Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
Umb Private Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
Waterfront Wealth Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Windward Private Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Yukon Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsOther

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Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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