Find a Financial Planner in Topeka, KS

 

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We Only Work With The Best Topeka Financial Advisors

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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

  • Financial Advisor Close to Topeka, 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

 

How Can a CFP® in Topeka Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Topeka area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Topeka, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
21.4% of Topeka's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Topeka area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Topeka area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Topeka area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Topeka area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Kansas has unique laws defining which actions trigger a taxable event and has the 11th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Topeka area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Topeka area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 126,397
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $109,800
  • Average Monthly Housing Cost: $823
  • Average Household Income: $63,811
  • 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 Topeka, KS


CORNERSTONE ADVISORS

Website

(785) 273-2685

6540 Sw 10th Avenue

Topeka, KS 66615

SEC#: 801-110649
Years in Business: 3 years

AE WEALTH MANAGEMENT, LLC

Website

(866) 363-9595

2950 Sw Mcclure Road
Suite B
Topeka, KS 66614

SEC#: 801-107319
Years in Business: 5 years

CARLSON FINANCIAL

Website

(844) 227-5766

1201 Sw Oakley Avenue

Topeka, KS 66604

SEC#: 801-113595
Years in Business: 2 years

CLAYTON WEALTH PARTNERS

Website

(785) 232-3266

716 South Kansas Avenue

Topeka, KS 66603

SEC#: 801-17344
Years in Business: 38 years

VETA INVESTMENT PARTNERS, LLC

Website

(646) 630-3218

2950 Sw Mcclure Road

Topeka, KS 66614

SEC#: 801-119046
Years in Business: 0 years