Find a Financial Planner in Wichita, KS

 

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We Only Work With The Best Wichita 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 Wichita, KS


  • Financial Advisor Close to Wichita, 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 Wichita Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Wichita area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Wichita typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
17.5% of Wichita'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 Wichita area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Wichita area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Wichita area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Wichita area is generally long-term and performed with the help of a qualified planner. 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 is a service offered by many financial advisors, planners, and other professionals in the Wichita area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Wichita area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 389,877
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $141,900
  • Average Monthly Housing Cost: $860
  • Average Household Income: $71,335
  • 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 Wichita, KS


REDSTONE ADVISORS INC

Website

(316) 687-2143

8100 E 22nd st N
Bldg 800
Wichita, KS 67226

SEC#: 801-40186
Years in Business: 29 years

6 MERIDIAN LLC

Website

(316) 776-4601

8301 E 21st St. North
Suite 150
Wichita, KS 67206

SEC#: 801-108131
Years in Business: 4 years

KCOE WEALTH MANAGEMENT, LLC

Website

(316) 682-8344

1605 North Waterfront Parkway
Suite 200
Wichita, KS 67206

SEC#: 801-63322
Years in Business: 16 years

AGH WEALTH ADVISORS, LLC

Website

(316) 267-3220

301 N. Main Street
Suite 1700
Wichita, KS 67202

SEC#: 801-69091
Years in Business: 13 years

WEALTH ALLIANCE ADVISORY GROUP, LLC

Website

(316) 221-3950

10585 E 21st N

Wichita, KS 67207

SEC#: 801-112023
Years in Business: 3 years

IMA WEALTH, INC.

Website

(316) 266-6574

8200 E 32nd Street North
Suite 100
Wichita, KS 67226

SEC#: 801-79108
Years in Business: 7 years