What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Overland Park, KS area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Overland Park, KS Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Andrew Rogers
CFP®, CBVS®
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Business Valuations
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
Melissa Ellis
CFP®, CDFA®, MS
Sapphire Wealth Planning LLC
Overland Park, KS
Specialties: Comprehensive Financial Planning, Divorce Planning, College Planning for Families of Divorce, Tax Planning, Investment Management
Fee-Only financial planner located in Overland Park, KS, serving clients in the Greater Kansas City area and across the country.
Richard Salmen
CFP®, CFA®, EA, CTFA
Family Investment Center
Lenexa, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Services for Women, Social Security Analysis, Tax Preparation
It's time to make your money make sense for you. Let's plan for some serious freedom.
John Fales
CFP®, CIMA®, AIF®
Searcy Financial Services, Inc.
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Generational Planning, Employer-Sponsored Retirement Plans, Business/Practice Consulting
We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your personal wealth decisions and answer your financial questions.
Marc Shaffer
AIF®, CFP®, EA
Searcy Financial Services
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Generational Planning, Employer-Sponsored Retirement Plans, Business/Practice Consulting
We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your personal wealth decisions and answer your financial questions.
Jonathan Harrison
CFP®, CKA®
Sound Stewardship, LLC
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving Greater Kansas City and beyond.
Tracy St. John
M.S. Personal Financial Planning , RICP®
Hourly Planner-Financial Avenues
Leawood, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Anaylsis, Estate Planning, Insurance Analysis
Fee-Only financial planner located in Kansas City, MO, offering services locally or virtually. The firm works on an hourly basis with or without investment management. Investment management is based on a flat fee and not a percent of assets.
Joni Lindquist
MBA, CFP®
Aspyre Wealth Partners®
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Career Planning, Retirement Income Planning, College Funding Planning, Tax Planning, Estate Planning, Risk Management
Making Life Count!® Living well today while planning for your future.
Jessi Chadd
M.S.F.S, CFP®, CeFT®
Aspyre Wealth Partners®
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Career Planning, Retirement Income Planning, College Funding Planning, Tax Planning, Estate Planning, Risk Management
Making Life Count!® Living well today while planning for your future.
Lucas Bucl
CFP®
Aspyre Wealth Partners®
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Career Planning, Retirement Income Planning, College Funding Planning, Tax Planning, Estate Planning, Risk Management
Making Life Count!® Living well today while planning for your future.
David Dwyer
AAMS™, APMA™, CRPC™, CFP®
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Executive Compensation Strategies, Stock Options and Equity Compensation, Workplace Financial Wellness
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
Lisa Clements
SE-AWMA™, BCC, CRC®
Clear Springs Wealth
Bucyrus, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning - Creating a Will or Trust, Legacy Planning / Philanthropy
Helping Independent Women Build Wealth and Create More Life Options Through Thoughtful Financial Planning and Investing
Steve Warta
CFP®, ChFC®
Roadmap Wealth Management
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Fee-Only financial planner located in Overland Park, Kansas serving individuals over the age of 50.
Chris Proctor
CIMA®
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Strategies, Income Planning
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
Joe Nafziger
CFP®
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
James Hargrave
MBA, CFP®, CLU®
Pillar Financial Planning
Kansas City, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Portfolio Development, Strategic Tax Planning, Estate Planning, Business Financial Review, Insurance/Risk Management Analysis, Student Loan and Education Planning
Helping business owners & physicians reduce taxes, build meaningful wealth, and reach financial independence faster.
Stewart Koesten
M.S.F.S., CFP®, CIMA®
Aspyre Wealth Partners®
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Career Planning, Retirement Income Planning, College Funding Planning, Tax Planning, Estate Planning, Risk Management
Making Life Count!® Living well today while planning for your future.
Jeff Hrabe
CFP®
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
Jason Co
CFP®
CoPlanning Financial
Overland Park, KS
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
Helping Asian American families retiring in their 40's and 50's and want help on ACA premium subsides, investment, tax, and income planning. Our client base is 73% Asian Americans and 27% non-Asian. Service also available in Cantonese and Mandarin.
Mike Wren
CFP®, CDFA®
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Divorce Planning
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
Brent Hoskins
CFP®, RICP®, CKA®
Focal Point Financial Group
Prairie Village, KS
Specialties: Comprehensive Financial Planning, Faith-Based Planning & Investing, Investment Management, College Education Planning, Retirement Income Planning, Tax Planning
Fee-Only financial planner located in Prairie Village, KS, serving clients in the Greater Kansas City and Overland Park regions as well as across the country.
Matthew Starkey
M.S.F.S., CFP®, CAP®, AEP®
Aspyre Wealth Partners®
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Career Planning, Retirement Income Planning, College Funding Planning, Tax Planning, Estate Planning, Risk Management
Making Life Count!® Living well today while planning for your future.
Jacob Watts
CFP®, APMA™, CRPC®™
Legacy Financial Strategies
Overland Park, KS
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Executive Compensation Strategies, Business Succession Planning, Divorce Financial Planning
Fee-only, Fiduciary guidance leveraging teamwork, tax-efficient strategies and in-house specialties to bring ‘someday’ closer. Located in Overland Park, KS, serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
