Flat-fee financial advisors working with doctors and medical professionals 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.
Doctors and medical professionals often face unique financial challenges like managing student loans, planning for irregular income, and preparing for early retirement. Without an advisor who understands these specific issues, you might miss opportunities to optimize your financial plan around your career's demands.
- Loan and cash flow integration. Look for advisors who consider your student debt and fluctuating income as part of your overall financial strategy, not as separate issues.
- Practice equity insight. Confirm they have experience advising clients on buying into or selling medical practices, which can be a major financial event.
- Insurance and risk management. Ask how they approach disability insurance and other protections critical for medical professionals.
- Retirement plan options. Ensure they can explain which retirement plans fit your practice structure and career stage, rather than offering generic advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nathan R
Series 66
Salina, KS
RFG Advisory, LLC
Nathan Reynolds offers flat-fee financial planning and consulting services tailored to doctors and medical professionals in Kansas, addressing unique challenges like student loans and practice equity. His firm, RFG Advisory, LLC, provides a blend of active and passive investment strategies, discretionary portfolio management, and retirement plan consulting, distinguishing him with a broad institutional client experience and a flexible fee structure negotiated directly with clients.
Experience: 10 years
Avg account: $295,694
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Leah H
Series 63, Series 65
Chicago, IL
Curi Capital, LLC
Leah Hoagland's experience with Curi Capital, a firm managing $11.6 billion in assets, equips her to address the financial complexities faced by doctors and medical professionals, including practice equity and retirement planning. Unlike some peers, she offers a flat-fee subscription model at $100 per month with credits toward advisory services, and her expertise extends to ESG investing and serving high-net-worth young professionals, providing a broader investment perspective.
Experience: 8 years
Avg account: $2,917,438
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Andrea F
CFP®, Series 63, Series 66
Nashville, TN
Vestia Personal Wealth Advisors
Andrea Fletcher offers flat-fee financial planning services tailored to doctors and medical professionals, addressing unique challenges like student loans and retirement planning. Based in Saint Louis, MO, she brings 17 years of experience and CFP® certification, working through Larson Financial Group, which combines model portfolios with custom discretionary programs and integrates technology with human oversight, differentiating her approach from others in Kansas.
Experience: 18 years
Avg account: $261,345
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Michelle N
CFP®, Series 65
Mayfield, KY
Fire Wealth Management, LLC
Michelle Neiswender specializes in financial planning for doctors and medical professionals, offering flat-fee services that include retirement cash flow planning and 401(k) liaison support. With 14 years of experience and CFP® certification, she leads Fire Wealth Management, which focuses on long-term, passive investment strategies using mutual funds and ETFs, differentiating her through a comprehensive approach tailored to medical professional families in Kansas and beyond.
Experience: 15 years
Avg account: $850,837
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William M
CFA®, Series 63, Series 65
Wichita, KS
Earned Wealth Advisors, LLC
William Martin III is equipped to assist doctors and medical professionals in Kansas with flat-fee financial planning, offering fixed fees ranging from $2,500 to $15,000. His firm, Earned Wealth Advisors, LLC, focuses on retirement plans for business owners and tax-loss harvesting, emphasizing broad diversification and a buy-and-hold investment approach. With CFA® credentials and experience serving high-net-worth clients and medical practices, he provides specialized insight into practice-related financial strategies.
Experience: 4 years
Avg account: $1,642,617
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