Find a Financial Advisor in Wichita, KS

 

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We did the hard work of finding trustworthy partners 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.

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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 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

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: 30 years

6 MERIDIAN LLC

Website

(316) 776-4601

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

SEC#: 801-108131
Years in Business: 5 years

KCOE WEALTH MANAGEMENT, LLC

Website

(316) 682-8344

1605 North Waterfront Parkway
Suite 200
Wichita, KS 67206

SEC#: 801-63322
Years in Business: 17 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: 4 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

FREESTATE ADVISORS LLC

Website

(316) 682-5148

121 S Whittier St.
Suite 230
Wichita, KS 67207

SEC#: 801-106933
Years in Business: 6 years

BKD WEALTH ADVISORS, LLC

Website

(316) 265-2811

1551 N. Waterfront Parkway
Suite 300
Wichita, KS 67206

SEC#: 801-56928
Years in Business: 22 years

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Website

(316) 854-3159

2707 West Douglas, Suite B,

Wichita, KS 67213

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

 


Wichita, KS Financial Advisor FAQs

The cost of a financial advisor will vary depending on their qualifications, commission structures, and fees.
Financial advisors usually get paid through the following strategies: (1)Commission-based, (2) Fee-based, (3) Hybrid or a combination of both.
It is important to understand how long they have been in business and if they offer any credentials or designations through their association with this organization. You should also make sure that your advisor is qualified under federal law for their services.
The job of a financial advisor is to weigh the current financial situation, goals, time horizon and tax implications in order to create an appropriate asset allocation plan for an individual.