Flat-fee, concentrated stock management financial advisors in Kansas
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 hold a large portion of your wealth in a single company's stock, you face unique risks like sudden price drops or company-specific events. Without careful planning, you might miss opportunities to reduce risk or trigger unexpected tax bills. Flat-fee advisors charge a set price, so you know your costs upfront without surprises.
- Diversification strategies. Ask how they help you spread risk beyond your concentrated stock without sacrificing growth potential.
- Tax impact awareness. Confirm they explain how selling shares affects your taxes, including capital gains and potential alternative minimum tax.
- Timing and liquidity. Understand their approach to deciding when to sell shares to balance market conditions and your cash needs.
- Integration with your goals. See how they align stock management with your broader financial plans, like retirement or estate planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola specializes in concentrated stock management and offers flat-fee options in limited cases, making her suitable for managing risks associated with large stock positions in Kansas. With seven years of experience at RBC Capital Markets, a large firm serving diverse clients, she integrates tax-loss harvesting and ESG investing strategies, providing a comprehensive approach compared to advisors focusing solely on stock diversification or tax timing.
Experience: 8 years
Avg account: $1,017,425
-
Andrew C
Series 66
Overland Park, KS
Creativeone Wealth, LLC
Andrew Congleton specializes in managing concentrated stock positions with a flat-fee structure, offering clear pricing through fixed project fees and consultative retainers. With 17 years of experience and expertise in active portfolio management, ESG investing, and options strategies, he integrates diversified approaches to balance risk and growth. Located in Overland Park, KS, his firm employs proprietary ETF models and boutique managers, providing tailored solutions beyond typical concentrated stock management.
Experience: 17 years
Avg account: $264,766
-
Derick W
CFP®, Series 66
Overland Park, KS
IHT Wealth Management LLC
Derick Walters specializes in managing concentrated stock positions with a flat-fee structure, making him suitable for clients in Kansas seeking predictable costs for complex stock risk management. With 21 years of experience and CFP® certification, he offers expertise in options, derivatives, and tax-loss harvesting, supported by IHT Wealth Management's blended investment approach and diverse client services, distinguishing him from advisors with narrower focuses or different fee models.
Experience: 22 years
Avg account: $282,075
-
Jared G
Series 65
Houston, TX
Endeavor Private Wealth, Inc.
Jared Griffith specializes in concentrated stock management and offers flat-fee financial planning and consulting services capped at $20,000 annually, which helps clients in Kansas manage risks associated with holding large positions in single stocks. His 14 years of industry experience, combined with Endeavor Private Wealth's tax-aware, risk-adjusted investment approach and a team managing $353 million, distinguish him from other advisors by integrating active and passive strategies tailored to individual goals.
Experience: 1 year
Avg account: $1,088,461
-
Debbie G
Series 66
Overland Park, KS
Peachcap Tax & Advisory, LLC
Debbie Gandy specializes in concentrated stock management with 22 years of experience, offering flat-fee financial planning services up to $10,000, which suits clients seeking predictable costs in Kansas. Her firm, PeachCap Tax & Advisory, LLC, serves diverse clients including trusts and estates, employing fundamental, technical, and cyclical analysis, which differentiates her approach from others by integrating multiple investment strategies alongside tax-aware planning.
Experience: 22 years
Avg account: $569,643
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Kansas
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”)