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Financial advisors for retirement planning in Kansas

Which financial advisor should I talk to about retirement planning in Kansas?

For retirement planning in Kansas, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Brent Hoskins of Focal Point Financial Group, Nathan Goodman of Family Investment Center and John Fales of Searcy Financial Services, Inc..

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.
  • Nathan Goodman Family Investment Center, Lenexa Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
  • John Fales Searcy Financial Services, Inc., Overland Park Holds the CFP and EA. Fees on file: percentage of assets, hourly.
  • Jonathan Booze ONE Advisory Partners, Overland Park Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
  • John Miller Longview Advisors, LLC, Wichita Holds the CFP. Fees on file: ongoing planning fee, hourly.
  • Brian Rood Artisan Financial Planning LLC, Overland Park Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.

How many fee-only financial advisors in Kansas work on retirement planning?

The Wellspent public graph lists 91 fee-only advisors for retirement planning in Kansas, at 38 firms. We counted every advisor record that lists this work, as of November 2026.

Where are fee-only advisors for retirement planning in Kansas located?

Of the 91 fee-only advisors for retirement planning in Kansas, 57 are in Overland Park, followed by 10 in Lawrence and 5 in Topeka.

  • Overland Park 57
  • Lawrence 10
  • Topeka 5
  • Leawood 4
  • Lenexa 3

Plus 12 in other cities.

How do fee-only advisors for retirement planning in Kansas charge?

The most common fee among fee-only advisors for retirement planning in Kansas is a percentage of assets, used by 90% of the 91 with fees on file. Many use more than one: 66% charge by the hour and 66% charge fixed fees.

What credentials should a financial advisor for retirement planning have?

For retirement planning, look for the RICP, CFP and EA. In Kansas, 45% of the 91 advisors listed hold the CFP.

RICP1% in Kansas
The RICP is built around retirement income specifically.
CFP45% in Kansas
The CFP covers income, tax, insurance, and estate decisions together.
EA2% in Kansas
Enrolled agents help with Roth conversions and withdrawal order.

How do Kansas advisors for retirement planning compare with the rest of the US?

66% of fee-only advisors for retirement planning in Kansas charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

  • Hold the RICP 1% 1%
  • Hold the CFP 45% 46%
  • Hold the EA 2% 2%
  • Charge a percentage of assets 90% 87%
  • Charge by the hour 66% 45%
  • Charge fixed fees 66% 47%

Dark bars are Kansas. Light bars are all US advisors for retirement planning.

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 about retirement planning in Kansas?

  1. How do you decide which accounts I draw from first?
  2. When would you have me claim Social Security, and why?
  3. How do you handle a bad market in my first years of retirement?
  4. Will you run Roth conversion scenarios for me each year?
  5. How does Kansas tax each source of my retirement income?

How current is this list of fee-only advisors for retirement planning 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 91 advisors

Fee-only advisors for retirement planning in Kansas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Bryan Gum Member Lighthouse Planning Lenexa CFP, RLP Mixed (fee-only)
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
Brian Rood Artisan Financial Planning LLC Overland Park CFP Flat fee or retainer, Ongoing planning fee
John Miller Longview Advisors, LLC Wichita CFP Ongoing planning fee, Hourly
Nathan Goodman Family Investment Center Lenexa CFP, CFA, CTFA, EA Percentage of assets, Ongoing planning fee
Brandy Branstetter Beyond Wealth Overland Park CFP Percentage of assets, Hourly
John Fales Searcy Financial Services, Inc. Overland Park AIF, CFP, CIMA, EA Percentage of assets, Hourly
Lucas Bucl Aspyre Wealth Partners Overland Park CFP Ongoing planning fee
Phil Francois Foundation Wealth Planning Salina CFP Percentage of assets, Hourly
Steve Warta Roadmap Wealth Management Overland Park CFP, ChFC Percentage of assets, Hourly
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
Jeb Flynn Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Joel Hamilton Glass Lakes Capital Management Overland Park CFP, CFA Percentage of assets
Joshua Hill Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Kevin Tucker ProActive Capital Management Topeka CFP Percentage of assets, Hourly
Lisa Brummett Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Matthew Miller Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Neil Connolly Rigden Capital Strategies Overland Park CFP Percentage of assets, Hourly
Noah Camfield Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Noah Wildman Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Paul Hefferon Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Raquel Wheeler Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
Rey Arellano Zenith Financial Planning Lenexa CFP Percentage of assets
Ryan Kohr Keen Wealth Advisors Overland Park CFP Percentage of assets, Hourly
William McDonald Keen Wealth Advisors Overland Park 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
Gabriel D'Angelo Rademacher Financial Lawrence CFP Percentage of assets, Hourly
Kale Soukup Waterfront | Advisors Overland Park CFP 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
Michael Shields Waterfront | Advisors Overland Park CFP Percentage of assets, Hourly
Peter Tomassi Tomassi Financial Planning Derby CFP Percentage of assets, Hourly
Phillip Rademacher Rademacher Financial Lawrence CFP Percentage of assets, Hourly
Ronald Sanders ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Ronan Sramek Rademacher Financial Lawrence CFP Percentage of assets, Hourly
Amy White Prairie Ridge Asset Management LCC Overland Park CFP Percentage of assets, Hourly
Anna Kiser Feeney Financial Leawood CFP One-time planning fee
Lisa Clements Clear Springs Wealth Bucyrus Not listed One-time planning fee, Ongoing planning fee
Ryan Kilkenny Atomic Planning Gardner Not listed Percentage of assets
Sara Reals Feeney Financial Leawood CFP One-time planning fee
Anthony Moeller MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly

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