Lenexa, KS Financial Advisors and Resources



Financial Advisor Firms in Lenexa, KS


COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC

Website

(913) 905-3600

9777 Ridge Drive, Suite 360

Lenexa, KS 66219

SEC#: 801-89168
Years in Business: 6 years

BARBER FINANCIAL GROUP

Website

(913) 393-1000

13550 W 95th St

Lenexa, KS 66215

SEC#: 801-72065
Years in Business: 10 years

ROYAL FUND MANAGEMENT, LLC

Website

(913) 645-4820

21617 W 98th Terr

Lenexa, KS 66220

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(913) 645-4820

21617 W 98th Terr

Lenexa, KS 66220

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(913) 645-4820

21617 W 98th Terr

Lenexa, KS 66220

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(417) 234-3185

8237 Rosehill Rd

Lenexa, KS 66215

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(913) 645-4820

21617 W 98th Terr

Lenexa, KS 66220

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(417) 234-3185

8237 Rosehill Rd

Lenexa, KS 66215

SEC#: 801-77918
Years in Business: 8 years

WEALTHSTAR ADVISORS, LLC

Website

(913) 538-6812

10000 Marshall Dr.

Lenexa, KS 66215

SEC#: 801-79121
Years in Business: 7 years


How Retirement-Friendly is Lenexa, KS?

  • Population: 54,011
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $264,700
  • Average Monthly Housing Cost: $1,290
  • Average Household Income: $109,614
  • 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.)


Lenexa, KS Financial Advisor FAQs

It's better to have someone on your team who can keep you accountable for your goals, and express when an investment is not in line with your values or needs.
Financial advisors determine how much money is needed to meet one's future needs by assessing assets versus debts versus projected needs.
Financial advisors get paid two ways, either a percentage of the assets they control or a flat rate each year. Financial advisors can get paid by either charging a percentage of the assets under their care (the typical industry standard is to charge 1% of total assets under management per year). They can also get paid a flat rate each year. The benefit to using this method is that there are no costs involved with the advisor's compensation being tied directly to investment revenue growth.
Figure out how much money you have and what your goals are, then research what other investors have done with their money to see if you get the same results from the advisor.