Best Financial Advisors in Overland Park, Kansas

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

Working with a financial advisor or financial planner can help you build your 401(k), invest in an IRA, pay down debt and reach your financial goals. Overland Park, Kansas, is home to many qualified financial advisors. 

We’ve sifted through the firms and identified the best financial advisors in Overland Park. Take a look at this selective list to get started.

Best Financial Advisors in Overland Park, Kansas

  • Best for Young Professionals: WaterFront Wealth Inc.
  • Best Robo-Advisor: M1 Finance
  • Best for High-Net-Worth: Boyer Corporon Wealth Management, LLC
  • Best Mobile App: Betterment
  • Best for Comprehensive Approach: Stepp & Rothwell, Inc.
  • Best Portfolio Analysis: Personal Capital
  • Best for Long-Term Growth: Prism Financial Group, LLC
  • Best for Personalized Approach: Triune Financial Partners, LLC

Best for Young Professionals: WaterFront Wealth Inc.

WaterFront Wealth has been offering financial planning and portfolio management services since 1988. Its team of financial advisors and financial planners work with you to find the investment strategy that will help you meet your goals.

Advisors are committed to communication and a long-term relationship. They will reach out to you at least 4 times per year to answer questions and offer advice. They will also update your personalized financial plan annually. Annual fees can range between 0.50% and 2.00% depending on the size of your investments. Fees can be negotiated. 

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WATERFRONT WEALTH INC.

WATERFRONT WEALTH INC.

$334,000,000
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
None, although $250,000 is recommended
2
213
Yes
77
6
  • Financial planning services
  • Pension consulting services
Address

6711 W 121ST STREET SUITE 200 OVERLAND PARK KS, 66209

Phone number

913-951-5800

Best For
Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance is an online money management platform. M1 Finance allows you to easily invest, save and borrow money. You can invest in a customized or expert-curated portfolio of stocks and bonds. If you’re looking to grow your savings without thinking about it,  you can choose to automate deposits.

Once your account reaches $10,000 you’ll be able to borrow money at a low-interest rate. The best part? There are no commission or platform fees. You can start your investment account with a $100 minimum and a retirement account with a $500 minimum.

Best for High-Net-Worth: Boyer Corporon Wealth Management, LLC

Boyer Corporon has been offering wealth management services since 2007. Most of its clients are high-net-worth individuals and families. The firm provides clients with peace of mind by taking over the hassle of managing investments.

All research is done in house to keep additional costs and fees low — which can give investors higher returns. The firm prefers to invest in quality, dividend-paying equities that endure through economic downturns. Annual fees can range from 0.65% to 1.20% depending on the size of the investment.

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BOYER & CORPORON WEALTH MANAGEMENT, LLC

BOYER & CORPORON WEALTH MANAGEMENT, LLC

$459,716,249
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
$1,000,000
6
192
Yes
43
6
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • GENERAL FAMILY OFFICE SERVICES
Address

14221 METCALF AVE SUITE 201 OVERLAND PARK KS, 66223

Phone number

913-685-2300

Best For
ETF Investors

Best Mobile App: Betterment

Betterment offers cash management, investing and retirement planning through an easy-to-use mobile app. The platform works by syncing your outside accounts and offering recommendations based on your data. It will help you invest a portfolio in line with your financial goals.

Portfolios are made up of exchange-traded funds (ETFs), commodities or a basket of assets. Betterment is a fiduciary, which means it will always act in your best interest. Fees start at 0.25% per year. 

Best for Comprehensive Approach: Stepp & Rothwell, Inc.

Stepp & Rothwell advisors believe investing should be a combined effort that incorporates financial planning. Its firm offers retirement planning, estate tax planning, cash flow planning, insurance planning, education planning and more.

Both financial planning and investment management services are available for an annual fee of $7,500 plus 0.50% of total investments. There is an annual fee of 1.00% if you are only interested in investment management. These fees can be negotiated.

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STEPP & ROTHWELL INC

STEPP & ROTHWELL INC

$565,483,172
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
N/A
8
74
Yes
32
6
  • Financial planning services
Address

7300 COLLEGE BOULEVARD SUITE 100 OVERLAND PARK KS, 66210

Phone number

913-345-4800

Best For
High Net Worth Individuals

Best Portfolio Analysis: Personal Capital

Personal Capital is an award-winning dashboard that helps you invest, manage and track your net worth. You begin by linking all of your financial accounts to the single platform. Then you can create a budget, plan for retirement, track your finances and analyze your cash flow.

Once you’ve saved up $100,000 you’ll be able to talk with a fiduciary financial advisor who can help you take the next steps in reaching your financial goals. There’s an all-inclusive fee for 0.89% annually on your 1st million.

Best for Long-Term Growth: Prism Financial Group, LLC

Prism Financial Group offers investment management and financial planning services. It focuses on simplifying and strengthening your finances. Special focus is placed on maintaining a long-lasting relationship with clients and creating long-term financial growth. It specializes in retirement planning, education planning, debt and credit planning and more. 

Investment management fees can range from 0.50% to 1.20% of total investments. This fee covers investment analysis, allocation of investments, quarterly portfolio statements and monitoring services.

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PRISM FINANCIAL GROUP, L.L.C.

PRISM FINANCIAL GROUP, L.L.C.

$666,504,910
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$500,000
4
283
Yes
98
6
  • Financial planning services
  • Pension consulting services
Address

7101 COLLEGE BLVD. SUITE 900 OVERLAND PARK KS, 66210-1984

Phone number

913-345-1444

Best for Personalized Approach: Triune Financial Partners, LLC

Triune advisors work with you to create a personalized financial plan. They will help you identify goals, track your spending, organize your financials and analyze your risk levels. The end result is a custom investment strategy that will help you prepare for retirement and reach your goals.

Advisors are also able to offer services like tax planning, estate planning, cash flow analysis and more. Fees can range between 0.20% and 1.25% depending on the size of the investment.

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TRIUNE FINANCIAL PARTNERS, LLC

TRIUNE FINANCIAL PARTNERS, LLC

$635,939,993
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
N/A
8
575
Yes
41
6
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • PRO BONO BUDGET/CASH FLOW MANAGEMENT SERVICES
Address

LIGHTON PLAZA II 7400 COLLEGE BLVD, SUITE 300 OVERLAND PARK KS, 66210

Phone number

913-825-6100

Frequently Asked Questions

Q

Can financial advisors help debt?

1
Can financial advisors help debt?
asked
A
1

Yes. Financial advisors can help you manage and pay down your down debt faster. They can also help you with saving strategies, which will help you avoid taking on large amounts of debt in the future.

answered
Q

How can I research the background of my financial advisor?

1
How can I research the background of my financial advisor?
asked
A
1

You can look up your financial advisor’s background and any disciplinary information on the U.S. Securities and Exchange Commission (SEC) investment advisor public disclosure website.

answered
Q

Can I talk to a financial advisor for free?

1
Can I talk to a financial advisor for free?
asked
A
1

Many firms offer a free initial conversation with a financial advisor. Most also include financial advice in the annual fee. Make sure to contact a firm or financial advisor to understand its fee structure.

answered

Choosing the Right Financial Advisor

Your relationship with your financial advisor is personal. Make sure to find someone you trust and who understands your financial goals thoroughly. Ultimately, working with a financial advisor can help you improve your finances.

Methodology

To determine the top financial advisors in Overland Park, Kansas, we pored through all SEC-registered advisory firms who have an office in Overland Park. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and have over $50 million in assets under management.