Top wealth 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.
You might seek a wealth management advisor if you're navigating complex financial goals like preserving family wealth or planning for agricultural land succession, common in Kansas. Without focused expertise, advisors may overlook how your unique assets and family business impact your overall financial plan.
- Agricultural land insight. Confirm how they incorporate farm or ranch assets into your wealth strategy, not just typical investment accounts.
- Family business succession. Ask about their approach to passing ownership smoothly across generations while balancing tax and cash flow needs.
- Holistic asset integration. Look for advisors who consider all your holdings—real estate, business interests, and investments—as parts of one plan.
- Fee structure clarity. Since many here offer flat fees, understand how that aligns with the services you require and your financial complexity.
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 wealth management expertise in Leawood, KS, with seven years of experience and specialties including tax-loss harvesting and concentrated stock management, which are valuable for complex asset integration. Affiliated with RBC Capital Markets, a large firm providing discretionary portfolio management and financial planning, she offers flat-fee options in limited cases, catering to high earners and executives seeking tailored strategies.
Experience: 7 years
Avg account: $1,017,425
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Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna offers wealth management expertise in Prairie Village, KS, with 13 years of experience and CFP® and ChFC® certifications, making him well-equipped to address complex financial goals like family wealth preservation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive approach with an annual program fee up to 1.35%, suitable for clients seeking established firm resources and diverse advisory programs.
Experience: 13 years
Avg account: $246,728
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Norman G
Series 65, Series 66
Overland Park, KS
Commonwealth Financial Network
Norman Grant's 19 years of experience and expertise in wealth management, including active portfolio management and tax-loss harvesting, equip him to address complex financial goals like preserving family wealth in Kansas. Operating through Commonwealth Financial Network, a large firm offering flat-fee consulting services, he combines personalized strategies with robust firm resources, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 19 years
Avg account: $568,323
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Resa T
Series 65
Overland Park, KS
Collaborative Portfolio Management
Resa Thomas offers wealth management services in Overland Park, Kansas, with a focus on integrating diverse assets including family businesses and real estate into comprehensive plans. Her firm uses a relative strength analysis and point-and-figure charting for globally diversified portfolios, and she provides flat-fee consulting and ongoing planning options, distinguishing her from advisors with purely asset-based fees.
Experience: 0 years
Avg account: $834,908
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Clark G
CFP®, Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Clark Gay offers wealth management expertise in Overland Park, KS, with 24 years of experience and CFP® certification, making him well-equipped to address complex financial goals like family wealth preservation. His firm employs a multi-advisor team managing billions with a blend of fundamental, technical, and cyclical analysis, and he provides flat-fee financial planning ranging from $500 to $15,000, distinguishing him from advisors with purely asset-based fees.
Experience: 25 years
Avg account: $818,786
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