Find a Financial Advisor in Leawood, KS

 

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We Only Work With The Best Leawood Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Leawood, KS


  • Financial Advisor Close to Leawood, KS

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Leawood, KS


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Leawood, KS

We evaluated over 13,000 RIA firms to bring you the best of the best Leawood financial advisors.
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How Retirement-Friendly is Leawood, KS?

  • Population: 34,670
  • % of Population 62 Years and Over: 24.2%
  • Average Home Value: $474,100
  • Average Monthly Housing Cost: $2,046
  • Average Household Income: $242,453
  • Kansas Total Tax Burden: 9.36% (11th Highest in U.S.)
  • Kansas Property Tax: 3.12% (17th Highest in U.S.)
  • Kansas Individual Income Tax: 2.28% (23rd Lowest in U.S.)
  • Kansas Sales and Excise Tax: 3.96% (14th Highest in U.S.)



The Top Financial Advisor Firms in Leawood, KS

 

BLOOOM, INC.

Website

(888) 446-8416

5325 W. 115th Place

Leawood, KS 66211

SEC#: 801-78556
Years in Business: 8 years

VIRTIX INVESTMENT ADVISORS, LLC

Website

(913) 221-0880

10346 State Line Road
Suite 200
Leawood, KS 66206

SEC#: 801-118904
Years in Business: 1 years

LOGIA PORTFOLIO MANAGEMENT

Website

(844) 882-0193

15100 Rosewood Street

Leawood, KS 66224

SEC#: 801-106482
Years in Business: 6 years

MITCHELL CAPITAL MANAGEMENT CO

Website

(913) 428-3222

11460 Tomahawk Creek Parkway
Suite 410
Leawood, KS 66211

SEC#: 801-29318
Years in Business: 34 years

ETF PORTFOLIO PARTNERS, INC.

Website

(913) 851-1100

4831 W. 136th Street
Suite 300
Leawood, KS 66224

SEC#: 801-80946
Years in Business: 6 years

CLIENT ONE SECURITIES LLC

Website

(913) 814-6097

11460 Tomahawk Creek Parkway

Leawood, KS 66211

SEC#: 801-78158
Years in Business: 8 years

LEGACY FINANCIAL STRATEGIES, LLC

Website

(913) 403-0600

11300 Tomahawk Creek Parkway
Suite 190
Leawood, KS 66211

SEC#: 801-107930
Years in Business: 5 years

CHANGEPATH, LLC

Website

(888) 798-2360

11460 Tomahawk Creek Pkwy
Suite 200
Leawood, KS 66211

SEC#: 801-106677
Years in Business: 6 years

EVEREST WEALTH MANAGEMENT

Website

(913) 387-2017

4901 W. 136 Street, Suite 1

Leawood, KS 66224

SEC#: 801-80718
Years in Business: 6 years

 


Leawood, KS Financial Advisor FAQs

It's always best to have some kind of advisor when it comes to money, whether its a financial advisor or someone else who has experience or expertise in that area. This is because most people are terrible with making smart financial decisions on their own, even if they think they have enough knowledge on the subject matter. Financial advisors can help you come up with a plan for your finances over time and be an impartial third party during any discussions with creditors and debt collectors that might arise.
A financial advisor does a number of things. They can help you manage your cash flow by evaluating current and future needs, provide tax advice, and devise strategies for investment that meet your risk tolerance and long-term goals.
It can vary, but a financial advisor typically receives a salary or an hourly wage from the company they work for. They also may receive bonuses and commissions based on performance.
It is important to know a little bit about the advisor first before even beginning a discussion/engagement with them. Thus, it pays not to jump right into selecting an advisor but rather educate oneself first on the many different types of advisors who are out there. One should start by understanding what differentiation exists among these professionals as well as what services each type of advisor offers for their clients.