Menu

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Get Matched With Advisors

Top Rated Financial Advisors in Kansas

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Kansas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Kansas with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Kansas near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Fales

Searcy Financial Services, Inc.
CFP® CIMA® AIF®
John Fales is a financial fiduciary at Searcy Financial Services, Inc.. John Fales has been a Paladin Registry member since 2004 and serves clinets in Overland Park, Kansas.

John holds Certified Financial Planner , Certified Investment Management Analyst , Accredited Investment Fiduciary certifications and has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • View More
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Claiborne

Financial Partners Group, LLC
CFC® CFS®
James Claiborne is a financial fiduciary at Financial Partners Group, LLC. James Claiborne has been a Paladin Registry member since 2007 and serves clinets in Overland Park, Kansas.

James holds Certified Financial Consultant , Certified Fund Specialist certifications and has over 25 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Kansas
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Investment Products for Commission: State List
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Illinois
    • Kansas
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Insurance Products for Commission: State List
    • Kansas
    • Missouri

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • Pershing
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Raginn Fusaro

Financial Engines Advisors
Financial Engines Advisors, a financial advisory firm, has been a Paladin Registry member since 25. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Costello

The Retirement Planning Group
CFP®
Ryan Costello is a financial fiduciary at The Retirement Planning Group. Ryan Costello has been a Paladin Registry member since 2017 and serves clinets in Leawood, Kansas.
Ryan holds Certified Financial Planner and has over 17 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Insurance Products for Commission: State List
    • Kansas
    • Missouri

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Marc Wilborn

Wilborn Advisors
Wilborn Advisors, a financial advisory firm, has been a Paladin Registry member since . Wilborn Advisors provides financial services to clients in the Overland Park, Kansas.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
25 Years Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Marc Wilborn

Wilborn Advisors
Marc Wilborn is a financial fiduciary at Wilborn Advisors. Marc Wilborn has been a Paladin Registry member since 2019 and serves clinets in Overland Park, Kansas.
Marc Wilborn has 26 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peggy Bruce

Wilborn Advisors
Peggy Bruce is a financial fiduciary at Wilborn Advisors. Peggy Bruce has been a Paladin Registry member since 2019 and serves clinets in Overland Park, Kansas.

Additional Information:

Years of Experience:
25 Years Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Christopher Stakley

Steffes Financial, Ltd.
AIF® CFP®
Christopher Stakley is a financial fiduciary at Steffes Financial, Ltd. . Christopher Stakley has been a Paladin Registry member since 2019 and serves clinets in Overland Park, Kansas.

Christopher holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 9 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
    • Texas

Additional Information:

Years of Experience:
9 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gerald Steffes

Steffes Financial, Ltd.
AIF® CFP® CPA PFS
Gerald Steffes is a financial fiduciary at Steffes Financial, Ltd. . Gerald Steffes has been a Paladin Registry member since 2019 and serves clinets in Overland Park, Kansas.

Gerald holds Accredited Investment Fiduciary , Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 22 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
    • Texas

Additional Information:

Years of Experience:
22 Years

    Asset Requirement: $250,000

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Cole Harper

Creative Planning
Cole Harper is a financial fiduciary at Creative Planning. Cole Harper has been a Paladin Registry member since 2020 and serves clinets in Leawood, Kansas.

Additional Information:

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab
  • Fidelity Investments

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Alex Petrovic

Petrovic Financial Services
CFP®
Alex Petrovic is a financial fiduciary at Petrovic Financial Services. Alex Petrovic has been a Paladin Registry member since 2021 and serves clinets in Prairie Village, Kansas.
Alex holds Certified Financial Planner and has over 16 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
    • Texas
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Raymond James

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joe Harrish

Joe Harrish
Joe Harrish is a financial fiduciary at Joe Harrish . Joe Harrish has been a Paladin Registry member since 2021 and serves clinets in Leawood, Kansas.
Joe Harrish has 16 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
16 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Top vetted financial advisors in Kansas by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

Get Matched With Advisors