Flat-fee 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.
You might seek a flat-fee financial advisor in Kansas if you want clear, predictable costs instead of fees based on your assets. Without a flat-fee structure, you could end up paying more as your investments grow, even if your advice needs stay steady.
- Transparent pricing model. Confirm how the flat fee covers services and whether any additional costs might apply.
- Experience with Kansas-specific issues. Ask how they handle agricultural land or family business succession, common in rural areas.
- Service scope clarity. Understand which financial planning areas are included under the flat fee to avoid surprises.
- Fee comparison. Compare their flat fee to typical asset-based fees to see which aligns better with your financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola offers flat-fee financial advice through RBC Capital Markets in Leawood, KS, with seven years of experience and expertise in tax-loss harvesting, ESG investing, and wealth management. Her firm serves diverse clients with discretionary and non-discretionary portfolio management, blending in-house and third-party managers, which may provide more tailored investment strategies compared to smaller firms.
Experience: 7 years
Avg account: $1,017,425
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Norman G
Series 65, Series 66
Overland Park, KS
Commonwealth Financial Network
Norman Grant offers flat or fixed fees for consulting services including wealth management and retirement plan consulting, making him suitable for clients seeking predictable costs in Kansas. With 18 years of experience, Series 65 and 66 licenses, and affiliation with Commonwealth Financial Network, he combines large-firm resources with expertise in passive and active portfolio management, tax-loss harvesting, and serving business owners and retirees.
Experience: 19 years
Avg account: $568,323
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David W
Series 63, Series 65
Overland Park, KS
TFB Advisors, LLC
David Wentz offers flat-fee financial planning in Overland Park, Kansas, with fees ranging from $500 to $5,000 based on complexity, making costs predictable for clients. With 34 years of experience and expertise in retirement plans for business owners, options strategies, and real estate investing, he serves a diverse clientele including trusts and corporations, supported by TFB Advisors' $859.6 million in assets under management.
Experience: 35 years
Avg account: $601,761
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Phillip R
CFP®, Series 63, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Phillip Rademacher offers flat-fee financial planning and consulting services in Lawrence, Kansas, with fees ranging from $490 to $7,500 depending on scope, making costs predictable for clients. With 34 years of experience and CFP® certification, he specializes in business succession planning and retirement plans for business owners, providing an individualized, discretionary investment approach that suits diverse client types including trusts and corporations.
Experience: 34 years
Avg account: $568,489
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Cole B
CFP®, Series 65
Overland Park, KS
Creative Planning
Cole Baker offers flat-fee financial planning in Overland Park, Kansas, with fees negotiated upfront, making costs predictable for clients. Working at Creative Planning, a large firm managing $217 billion in assets, he supports high-net-worth individuals with expertise in retirement income strategies, tax-loss harvesting, and sustainable investing, differentiating him through a comprehensive, planning-led investment approach and additional services like legal and trust support.
Experience: 3 years
Avg account: $2,113,277
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