Seasoned, planning for children with special needs 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.
When your child has special needs, planning isn't just about finances—it's about securing their future and care. Without focused expertise, advisors might overlook critical benefits or legal protections that affect your child's well-being.
Seasoned advisors bring decades of experience navigating these complex issues, helping you avoid costly mistakes.
- Government benefits knowledge. Confirm they understand how to preserve eligibility for programs like Medicaid and Supplemental Security Income.
- Special needs trusts. Ask how they help set up trusts that protect your child's assets without jeopardizing benefits.
- Long-term care planning. Ensure they consider your child's lifetime care needs, not just immediate expenses.
- Coordination with professionals. Look for advisors who work closely with attorneys and therapists familiar with special needs planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
David T
Series 66
Leawood, KS
Wells Fargo Advisors
David Turner brings 24 years of experience in financial planning for children with special needs, supported by his Series 66 designation and role at Wells Fargo Advisors in Leawood, KS. His expertise extends to business exit strategies and cash flow management, serving high-net-worth clients through a large firm that offers comprehensive investment and fee-based planning services, distinguishing him from advisors with narrower focuses or smaller practices.
Experience: 24 years
Avg account: $514,335
-
Julia H
Series 66
Leawood, KS
Merrill
Julia Hyde brings 25 years of experience in financial planning with a focus on children with special needs, offering expertise in special needs trusts and long-term care planning. Based in Leawood, Kansas, she works at Merrill, a large firm, and provides a managed strategy fee of 1.10% for accounts under $2 million. Her background includes collaboration with families on holistic wealth management and specialized planning for women professionals.
Experience: 26 years
Avg account: $860,085
-
Michael M
Series 63, Series 65
Apollo Beach, FL
G. A. Repple & Company
Michael Mandarino's 24 years of experience and expertise in planning for children with special needs equip him to address complex financial and legal considerations critical to securing a child's future. Operating from G. A. Repple & Company, he offers flat-fee and asset-based fee structures, employs diverse investment approaches including Biblically-Responsible Investing, and serves a broad client base, distinguishing him from other advisors who may have narrower service models or fee options.
Experience: 24 years
Avg account: $217,968
-
Shawn C
Series 63, Series 65
Fairway, KS
Edward Jones
Shawn Creger's 24 years of experience and specialty in planning for children with special needs equip him to address complex financial and legal considerations, including government benefits and special needs trusts. Based in Fairway, KS, he operates within Edward Jones, a large firm managing over $1 trillion in assets, offering diverse advisory programs with a fiduciary standard and charging up to 1.35% annually, which may suit clients seeking comprehensive wealth management alongside specialized planning.
Experience: 24 years
Avg account: $246,728
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”)