Financial advisors for retirement planning in Overland Park, Kansas
Which financial advisor should I talk to about retirement planning in Overland Park?
For retirement planning in Overland Park, 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 John Fales of Searcy Financial Services, Inc., Jonathan Booze of ONE Advisory Partners and Brian Rood of Artisan Financial Planning LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- John Fales Searcy Financial Services, Inc., Overland Park City Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Jonathan Booze ONE Advisory Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Brian Rood Artisan Financial Planning LLC, Overland Park City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Lucas Bucl Aspyre Wealth Partners, Overland Park City Holds the CFP. Fees on file: ongoing planning fee.
- Brandy Branstetter Beyond Wealth, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
- Michael Shields Waterfront | Advisors, Overland Park City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Overland Park work on retirement planning?
The Wellspent public graph lists 57 fee-only advisors for retirement planning in Overland Park, at 20 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for retirement planning in Overland Park charge?
The most common fee among fee-only advisors for retirement planning in Overland Park is a percentage of assets, used by 96% of the 57 with fees on file. Many use more than one: 75% charge by the hour and 75% charge fixed fees.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP and EA. In Overland Park, 46% of the 57 advisors listed hold the CFP.
- CFP46% in Overland Park
- The CFP covers income, tax, insurance, and estate decisions together.
- EA2% in Overland Park
- Enrolled agents help with Roth conversions and withdrawal order.
How do Overland Park advisors for retirement planning compare with the rest of the US?
75% of fee-only advisors for retirement planning in Overland Park 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.
Dark bars are Overland Park. 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 Overland Park?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Kansas tax each source of my retirement income?
How current is this list of fee-only advisors for retirement planning in Overland Park?
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 57 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Rood | Artisan Financial Planning LLC | Overland Park | CFP | Flat fee or retainer, 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 |
| 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 |
| 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 |
| 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 |
| Ryan Kohr | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| William McDonald | Keen Wealth Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| 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 |
| Michael Shields | Waterfront | Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Amy White | Prairie Ridge Asset Management LCC | Overland Park | CFP | Percentage of assets, Hourly |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | 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 |
| Abel Bonga | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Dione Ramos | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Elijah Fleming | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Emma Gustin | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| George Daimler | Glass Lakes Capital Management | Overland Park | Not listed | Percentage of assets |
| Hunter Smith | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| James Forsyth | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Luke Dandar | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Quinton Vlach | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Tyler Jouret | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| William Keen | Keen Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Benjamin Fischer | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Jacob Linch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Mark Januszewski | Tax Advantage Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Hekman | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
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