Financial advisors for retirees in Kansas
Which financial advisor should I talk to as a retiree in Kansas?
For retirees in Kansas, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Brent Hoskins of Focal Point Financial Group, Jonathan Booze of ONE Advisory Partners and Jonathan Harner of Wichita Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Brent Hoskins Focal Point Financial Group, Prairie Village Holds the RICP and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Jonathan Booze ONE Advisory Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Jonathan Harner Wichita Wealth Management, LLC, Wichita Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Kyle Cross Mattern Wealth Management, Lawrence Holds the CFP. Fees on file: percentage of assets, hourly.
- Kevin Tucker ProActive Capital Management, Topeka Holds the CFP. Fees on file: percentage of assets, hourly.
- Christopher Stakley Steffes Financial, Overland Park Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Kansas work with retirees?
The Wellspent public graph lists 26 fee-only advisors for retirees in Kansas, at 13 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirees in Kansas located?
Of the 26 fee-only advisors for retirees in Kansas, 16 are in Overland Park, followed by 4 in Lawrence and 2 in Topeka.
Plus 2 in other cities.
How do fee-only advisors for retirees in Kansas charge?
The most common fee among fee-only advisors for retirees in Kansas is a percentage of assets, used by 100% of the 26 with fees on file. Many use more than one: 54% charge by the hour and 46% charge fixed fees.
What credentials should a financial advisor for retirees have?
For retirees, look for the RICP and CFP. In Kansas, 42% of the 26 advisors listed hold the CFP.
- RICP4% in Kansas
- The RICP focuses on income in retirement.
- CFP42% in Kansas
- The CFP covers tax, insurance, and estate decisions together.
How do Kansas advisors for retirees compare with the rest of the US?
100% of fee-only advisors for retirees in Kansas charge a percentage of assets, compared with 87% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Kansas. Light bars are all US advisors for retirees.
Does Kansas tax Social Security?
No. Kansas doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor as a retiree in Kansas?
- How much can I spend each year, and how will you adjust it?
- How do you plan around RMDs and Medicare premiums?
- How would you pay for long-term care if I needed it?
- What happens if I can't manage this myself, or my spouse dies first?
- How does Kansas tax each source of my retirement income?
How current is this list of fee-only advisors for retirees in Kansas?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jonathan Harner | Wichita Wealth Management, LLC | Wichita | CFP | Percentage of assets, Flat fee or retainer |
| Brent Hoskins | Focal Point Financial Group | Prairie Village | CFP, RICP, CKA | Ongoing planning fee, One-time planning fee |
| Daniel Miller | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Booze | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Kyle Cross | Mattern Wealth Management | Lawrence | CFP | Percentage of assets, Hourly |
| Michele Gawthrop | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Scott Rojas | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Christopher Stakley | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Grant Steffes | Steffes Financial | Overland Park | CFP | Percentage of assets, Hourly |
| Joel Hamilton | Glass Lakes Capital Management | Overland Park | CFP, CFA | Percentage of assets |
| Kevin Tucker | ProActive Capital Management | Topeka | CFP | Percentage of assets, Hourly |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Ahrens | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Bryon Brooks | Adaptive Advisory | Olathe | Not listed | Percentage of assets, Hourly |
| Cory McPherson | ProActive Capital Management | Topeka | Not listed | Percentage of assets, Hourly |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| Jenner Preston | Tranquilli Financial Advisor | Shawnee | Not listed | Percentage of assets, Hourly |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
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