Independent, 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 when you're juggling multiple financial goals like retirement, education funding, and estate planning all at once. Without focused guidance, it's easy to overlook how these goals interact, leading to plans that don't fully support your long-term financial health. Independent advisors here operate without firm constraints, which can mean more personalized attention to your unique situation.
- Holistic goal integration. Look for advisors who consider how your retirement, education, and legacy plans affect each other, not just isolated parts.
- Agricultural and family business insight. If you own farmland or a family business, ask how they handle succession planning specific to Kansas's rural context.
- Fee structure clarity. Confirm how their independence influences fees and whether they offer flat-fee options that align with your preferences.
- Experience depth. Inquire about their years managing complex wealth scenarios to ensure they can navigate your financial landscape effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Clark G
CFP®, Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Clark Gay's 24 years of experience and CFP® certification equip him to manage complex wealth management needs in Kansas, including retirement planning and trust structures. Operating independently with a flat-fee structure, he offers personalized attention through Visionary Wealth Advisors, a firm managing billions for diverse clients using a multi-advisor team and a Modern Portfolio Theory-based investment approach, distinguishing him from others in the region.
Experience: 25 years
Avg account: $818,786
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Kevin A
Series 66
Overland Park, KS
Victory Financial
Kevin Adams specializes in wealth management in Kansas, offering 12 years of experience and a Series 66 designation, which supports handling complex financial goals like retirement and estate planning. His firm, Victory Financial, serves high-net-worth clients with diversified asset-allocation models and offers flexible fee structures including AUM fees and negotiable quarterly consulting fees, providing personalized options compared to other independent advisors in the region.
Experience: 12 years
Avg account: $449,212
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Richard H
CFA®
Overland Park, KS
Paragon Capital Management LLC
Richard Heidemann Jr. specializes in wealth management with expertise in estate planning, retirement income strategy, and cash flow budgeting, making him well-suited for managing complex financial goals in Kansas. Based in Overland Park, he brings 20 years of industry experience and works at Paragon Capital Management LLC, an independent firm managing $633 million for high-net-worth clients with a fundamental analysis approach and integrated financial planning.
Experience: 3 years
Avg account: $2,113,659
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James R
Series 66
Overland Park, KS
CreativeOne Securities, LLC
James Regier's 24 years of experience and focus on wealth management make him well-equipped to handle complex financial goals like retirement and estate planning in Kansas. His independent status and flat-fee structure, combined with expertise in annuities and business owner retirement plans, offer a clear, cost-effective approach compared to other advisors who may not provide such transparent fees or specialized retirement solutions.
Experience: 24 years
Avg account: $183,544
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Jude F
PFS™, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jude Fox specializes in wealth management with eight years of experience, offering flat-fee retirement plan advisory services and hourly financial planning, which suits clients seeking transparent fees in Kansas. His firm, AdamsBrown Wealth Consultants, employs a multi-advisor team using a long-term, strategic investment approach with ETFs and mutual funds, providing personalized portfolio monitoring and reviews that differentiate him from other independent advisors in the region.
Experience: 9 years
Avg account: $511,396
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