Find a Financial Advisor in Salina, KS

 

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We did the hard work of finding trustworthy partners in Salina, KS.

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We Only Work With The Best Salina 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 Salina, KS


  • Financial Advisor Close to Salina, 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 Salina, 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 Salina, KS

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

  • Population: 46,998
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $130,900
  • Average Monthly Housing Cost: $803
  • Average Household Income: $65,603
  • 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 Salina, KS

 

ROCKY MOUNTAIN ADVISERS, LLC

Website

(785) 823-3097

2121 E. Crawford Place

Salina, KS 67401

SEC#: 801-70202
Years in Business: 12 years

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Website

(785) 823-7900

227 North Santa Fe

Salina, KS 67401

SEC#: 801-80159
Years in Business: 7 years

WADDELL & REED, INC.

Website

(785) 309-7007

1041 S Ohio St
#120
Salina, KS 67401

SEC#: 801-16720
Years in Business: 39 years

CHANGE PATH LLC

Website

(785) 823-2158

717 Roach Street

Salina, KS 67401

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

CHANGE PATH LLC

Website

(785) 823-2158

717 Roach Street

Salina, KS 67401

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

WADDELL & REED, INC.

Website

(785) 309-7007

1041 S Ohio St
#120
Salina, KS 67401

SEC#: 801-16720
Years in Business: 39 years

WADDELL & REED, INC.

Website

(785) 309-7007

1041 S Ohio St
#120
Salina, KS 67401

SEC#: 801-16720
Years in Business: 39 years

WADDELL & REED, INC.

Website

(785) 309-7007

1041 S Ohio St
#120
Salina, KS 67401

SEC#: 801-16720
Years in Business: 39 years

WADDELL & REED, INC.

Website

(785) 309-7007

1041 S Ohio St
#120
Salina, KS 67401

SEC#: 801-16720
Years in Business: 39 years

 


Salina, KS Financial Advisor FAQs

Financial advisors provide comprehensive financial planning for the needs of individuals and families with all types of income, helping them set financial goals, manage their budget and create wealth through investments.
You should ask questions to clarify any uncertainty or confusion in your mind. Some of these include: What is a typical plan for my age and goals? How does this strategy align with my broader financial goals, such as retirement or education goals? How do you define the market's rate of return for this portfolio?
You do not need a financial advisor to succeed in your personal finances, if you are disciplined with money management. However, if managing your finances is difficult for you or if they are complicated, then yes, you will need the help of an experienced professional who can work with you to simplify your financial plan and who can offer the support and resources needed to achieve your goals.
Financial advisors come with different costs based on their level of experience and qualifications. Credit card fees, commissions, and investment advisory fees will all go into determining the price you pay. Be sure to ask about these when interviewing for advisors so you can feel informed before entering a financial commitment.