Flat-fee financial advisors in Hays, KS
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you manage agricultural land or a family business in Hays, KS, you might need a financial advisor who understands the unique challenges of succession planning in rural areas. Without this expertise, you risk making decisions that could disrupt your family's legacy or financial stability.
- Succession planning insight. Look for advisors who can navigate the complexities of passing down agricultural assets and family businesses smoothly.
- Flat-fee structure. Confirm how their pricing works so you know exactly what you’ll pay, avoiding surprises tied to asset size.
- Experience with rural finances. Ask how they handle the specific tax and cash flow issues common in farming and family enterprises.
- Coordination with legal experts. Effective succession often requires teamwork; check how they collaborate with estate attorneys and tax professionals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy W
Series 63
Hays, KS
Raymond James Financial
Timothy Werth offers expertise in business succession planning and cash flow management, crucial for managing agricultural land or family businesses in Hays, KS. With 33 years of experience at Raymond James Financial, he provides flat-fee financial planning and investment consulting, serving a diverse client base including high-net-worth individuals and pension plans, distinguishing him through a collaborative advisory approach within a large firm setting.
Experience: 33 years
Avg account: $700,796
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Christine L
Series 63, Series 65
Victoria, KS
Voya financial Advisors, Inc.
Christine Lang's 24 years of experience and expertise in business ownership considerations equip her to address succession planning challenges for family businesses in rural areas like Hays, KS. Operating through VOYA Financial Advisors, Inc., she offers flat fees for financial planning and consulting, and her background includes fiduciary roles, which may provide added coordination with legal and tax professionals compared to other advisors.
Experience: 24 years
Avg account: $236,678
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Bobb M
Series 63, Series 65
Hays, KS
Nwf Advisory Services Inc
Bobb Meckenstock offers flat-fee financial planning in Hays, KS, with fees ranging from $500 to $3,000 for various plan levels, making him suitable for clients seeking transparent pricing. With 42 years of experience and expertise in wealth management and active portfolio management, he provides strategic long-term investing through an open-architecture platform, distinguishing him from others by combining advisor-managed and third-party models.
Experience: 43 years
Avg account: $562,071
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Joseph H
Series 66, Series 63, Series 65
Hays, KS
Empower Advisory Group
Joseph Hillebrand offers flat-fee financial planning in Hays, KS, with 19 years of experience and credentials including Series 63, 65, and 66. His firm, Empower Advisory Group, serves employer-sponsored retirement plans and retail clients, providing integrated planning and managed account options, which may suit those seeking structured retirement and income strategies alongside flat-fee pricing.
Experience: 19 years
Avg account: $565,063
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Derek G
CFP®, Series 63
Hays, KS
LPL Financial
Derek Gerstner offers flat-fee financial planning in Hays, KS, with 21 years of experience and CFP® certification, making him well-equipped to address succession planning for agricultural land and family businesses. Affiliated with LPL Financial, a large firm providing diverse investment solutions and in-house research support, he also brings expertise in tax-loss harvesting and retirement plans for business owners, distinguishing him from other advisors in the area.
Experience: 21 years
Avg account: $399,489
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