CFP®-certified financial advisors in Hutchinson, 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.
You might seek a CFP®-certified advisor in Hutchinson, KS if you're managing agricultural land or planning to pass a family business to the next generation. Without expertise in these areas, advisors can overlook key tax and legal details that affect your long-term wealth.
- Agricultural land insight. Confirm how they handle land valuation, tax implications, and income variability unique to farming.
- Family business succession. Ask about their approach to transferring ownership while minimizing family conflict and tax burdens.
- Integrated financial planning. Look for advisors who connect farming income, business cash flow, and personal finances into one cohesive plan.
- Local market knowledge. Ensure they understand Kansas-specific regulations and economic factors impacting rural wealth management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Zachary T
CFP®, Series 66
Hutchinson, KS
Ameriprise
Zachary Trumpp, a CFP®-certified advisor in Hutchinson, KS, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement. With Ameriprise's large-firm resources, a 0.15% AUM fee, and a background including 13 years at Lehman Brothers, he offers tax-smart withdrawal strategies and detailed planning reports that integrate multiple income sources.
Experience: 4 years
Avg account: $471,167
-
William T
CFP®, Series 66
Hutchinson, KS
Edward Jones
William Thacker, a CFP®-certified advisor in Hutchinson, KS, specializes in business succession planning and estate guidance, making him well-suited for managing family business transitions and agricultural land considerations. With 11 years at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 11 years
Avg account: $246,728
-
Hayden G
CFP®, Series 66
Hutchinson, KS
Cetera
Hayden Goerzen's CFP® certification and 11 years of experience in Hutchinson, KS, equip him to address complex financial needs like agricultural land management and family business succession. Affiliated with Cetera, a large firm offering diverse portfolio management and fiduciary services, he provides flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement.
Experience: 11 years
Avg account: $306,089
-
Shawn W
CFP®, Series 66
Hutchinson, KS
North Fork Financial, LLC
Shawn Wyatt, a CFP®-certified advisor in Hutchinson, KS, offers expertise in active portfolio management and options strategies, suitable for managing complex agricultural and family business finances. His firm, North Fork Financial, LLC, manages $27.8 million in assets using diverse asset-allocation strategies and offers flat fees up to $10,000, providing a cost-effective alternative to percentage-based fees for comprehensive financial planning.
Experience: 17 years
Avg account: $204,325
-
Debra C
CFP®, Series 66
Wichita, KS
LPL Financial
Debra Caffrey's 19 years of experience and CFP® certification equip her to address complex financial planning needs in Hutchinson, KS, including wealth management and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering diverse investment solutions, she provides flat-fee financial planning and consulting, distinguishing her with flexible fee options and access to extensive research resources.
Experience: 19 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Hutchinson, KS
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)