Ways to browse advisors serving Lenexa, KS

Pick a specialty or descriptor to browse more advisors serving Lenexa, KS.

By how they work

Type	Advisors
Large-firm	2,311
Flat-fee	2,112
Independent	1,149
Seasoned	1,044
CFP®-certified	713

By who they serve

Type	Advisors
High-net-worth	798
Baby Boomer	41
Gen X	7
Millennial	4

Browse by specialty

Find advisors serving Lenexa, KS who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,188
Executive	1,492
Retired	1,378
Tax-loss harvesting	1,277
Retirement plans for business owners (SEP, solo 401k)	1,130
Wealth management	1,128
Retirement income strategy	1,049
Private / alternative investments	775
ESG / Sustainable investing	609
General retirement planning	558
Active portfolio management	489
College savings (529s, UTMA, etc.)	432
Options & derivatives strategies	402
Approaching retirement	321
General estate planning guidance	298
Charitable giving & philanthropy	272
HENRY (High Earners, Not Rich Yet)	271
Cash flow / budgeting	264
Income planning	246
Annuities	235
Mid-Career Professionals	202
Tax strategies for small businesses	196
Social Security optimization	191
Multi-generational wealth transfer	190
Concentrated stock management	173
Business ownership considerations	168
Business exit / sale strategy	157
Passive / index investing	151
Values-based investing	130
Real estate investing	112
Retirement withdrawal strategies	109
Debt management	103
General tax planning	101
Divorce financial planning	88
Business succession planning	86
Self-Employed	81
Financial Professional	63
Long-term care insurance	53
Equity compensation tax strategy	50
Military & Veterans	38
Planning for children with special needs	35
Married/Couples/Partners	34
Attorney	33
Women Professionals	21
Parents	20
Established Professionals	18
Equity Recipients (RS/RSU, SOP, ESPP)	17
Religious/faith focused	15
Doctor or Medical Professional	12
Life insurance needs analysis	11
Charitable giving tax strategies	8
Family Business	7
Young Families	7
Educators, Teachers, and Academics	6
Young Professionals	5
Medicare planning	3
Technology Professional	3

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support