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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Overland, Kansas is the second most populated city just outside the Kansas City metropolitan area. Overland is known as a great place to raise kids; it has affordable housing, great schools, and has been singled out as one of the best suburbs to retire in. The cost of living is almost 9% lower than the national average, making it extremely affordable compared to the rest of the country. A financial advisor could help you maximize your finances and help you accumulate some wealth by providing you with the right financial advice. There are over 2,000 financial advisors in Overland, and finding the right advisor for you may seem challenging. With so many options to choose from, how do you find the right financial advisor for you? At WiserAdvisor we specialize in connecting people like you with vetted financial advisors. Our free match tool connects you to 2-3 fiduciary financial advisors that will work with your specific financial goals in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Overland, Kansas.
Overland Park
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Overland Park,
Kansas
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Overland Park,
Kansas
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Overland Park, Kansas.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Alex Petrovic
CFP® PETROVIC FINANCIAL SERVICES 4200 Somerset Dr, Suite 217, Prairie Village, KS 66208 |
20 Years | $162,000,000 | $250,000 | Fee-Only |
|
James Claiborne
CLU®, CFS, ChFC® FINANCIAL PARTNERS GROUP 10925 Antioch Road, Suite 100, Overland Park, KS 66210 |
28 Years | $115,000,000 | Not Specified | Fee-Based |
|
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS 6201 College Boulevard, Suite 150, Overland Park, KS 66211 |
20 Years | Not Specified | $500,000 | Fee-Only |
| Not Disclosed | Not Specified | $0 | Fee-Based |
Qualifications
CRD# 4934721
Firm CRD# 273039
Series 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4200 Somerset Dr,
Suite 217,
Prairie Village,
KS
66208
Phone Number
913-385-5523
Alex Petrovic, III is the president and owner of Petrovic Financial Services, a fee only financial planning and investment management firm. He is a Certified Financial Planner™ professional with 20 years of experience and is a third-generation financial advisor. Within the past ten years he was chosen to be successor for two long-time advisors and formed his own firm. Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in Finance and a minor in economics. Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners™. He is also a member of the National Association of Personal Financial Advisors (NAPFA). He has been a Rotarian since 2007 and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. Alex and his wife, Dasha, have a playful, happy 6 year-old named Benjamin and a toddler, Alex, IV..
We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation. Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families. We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
10925 Antioch Road,
Suite 100,
Overland Park,
KS
66210
Phone Number
913-948-9489
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®) and Charted Life Underwriter (CLU®). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*
Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Compensation/Fee Fee-Only
Office Location
6201 College Boulevard,
Suite 150,
Overland Park,
KS
66211
Phone Number
913-491-6226
Joe Harrish still adheres to the core values he first embraced in the Air Force at age 19 - Integrity, Service Before Self and Excellence In All We Do. From self-described "humble beginnings," Joe has spent his entire life building meaningful relationships in the military and civilian community. He spent 22 highly-decorated years in active-duty in the Air Force where he won numerous awards at every level. One of his biggest accomplishments was being named the Air Force's Company Grade Officer of the Year for his entire career field. During the final decade of his military career, he knew he had a higher calling. He entered the financial services industry while he was still on active-duty, and he has spent two decades helping others change their financial futures. Now part of the team at Prime Capital Investment Advisors (PCIA), he is a fee-based financial advisor and fiduciary working with high net-worth individuals, upper management executives, medical professionals and business owners. Joe has a bachelor's degree in organizational management and holds a Series 65 registration. Want to learn more about Joe? Visit his website: https://pciaharrish.com/
Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
16 SE 3rd Street,
Lees Summit,
MO
64063
Phone Number
816-229-7290
Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.
In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments professional. Our business is built on a foundation of thoughtful client relationships. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1498 | 132567 | $81,106,925,484 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 184 | 27977 | $8,146,610,014 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 54 | 359 | $6,906,161,911 | A percentage of AUM, Performance Based
|
|
| 24 | 2386 | $914,904,729 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 22 | 2252 | $890,700,941 | A percentage of AUM, Fixed fees
|
|
| 9 | 3244 | $859,665,237 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 16 | 2014 | $806,094,432 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 2630 | $775,000,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 23 | 1795 | $765,458,126 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 24 | 2600 | $720,697,409 | A percentage of AUM, Subscription fees, Fixed fees
|
|
| 9 | 716 | $633,139,441 | A percentage of AUM
|
|
| 24 | 12 | $601,357,942 | A percentage of AUM, Performance Based
|
|
| 12 | 350 | $596,893,072 | A percentage of AUM, Commission Based
|
|
| 2 | 2 | $592,358,635 | A percentage of AUM
|
|
| 8 | 745 | $59,841,456 | A percentage of AUM, Fixed fees
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
