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Top Rated Financial Advisors in Shawnee Mission, 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 Shawnee Mission, 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 Shawnee Mission, 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 Shawnee Mission, 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.

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Alex Petrovic

Petrovic Financial Services
CFP®
Alex Petrovic, a financial fiduciary, provides financial services to clients in the Prairie Village, Kansas area. Alex holds a CFP® certification. Alex has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Raymond James

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Alec Bethurum

Sterneck Capital
Alec Bethurum, a financial fiduciary, provides financial services to clients in the Kansas City, Missouri area. Alec has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade

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Bryan Hays

nVision Wealth
Bryan Hays, a financial fiduciary, provides financial services to clients in the Overland Park, Kansas area. Bryan has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Donald Clark

Personal Financial Group - LPL Financial
CFP®
Donald Clark, a financial fiduciary, provides financial services to clients in the Overland Park, Kansas area. Donald holds a CFP® certification. Donald has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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James Claiborne

Financial Partners Group
CLU®, CFS, ChFC®
James Claiborne, a financial fiduciary, provides financial services to clients in the Overland Park, Kansas area. James holds a CLU®, CFS, ChFC® certification. James has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Retirement Planning
  • Wealth Management
  • Education Funding and Planning
  • Financial Planning for Individuals
  • Financial Planning for Businesses
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Joe Harrish

Prime Capital Investment Advisors
Joe Harrish, a financial fiduciary, provides financial services to clients in the Overland Park, Kansas area. Joe has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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The Retirement Planning Group Inc

CFP®
The Retirement Planning Group Inc, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Leawood, Kansas area.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab, Fidelity

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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Lawrence, Kansas area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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