A complete list of active advisors currently associated with Retirement Roots Wealth Management LLC

Warmer can help you find a great advisor at Retirement Roots Wealth Management LLC or one who fits your needs even better.

The firm provides financial planning and consulting to individual clients and generally acts as a liaison to registered third‑party money managers rather than directly managing client accounts. Founded in 2022 as a single‑advisor practice, it serves a small client base and delivers written comprehensive plans on an hourly basis. Rather than exercising discretionary trading authority, the firm refers clients to third‑party managers, facilitates account setup and paperwork, and monitors manager performance and reporting. The firm does not itself act as an asset manager or charge percentage‑of‑assets management fees for investment oversight. The owner maintains an affiliated insurance business and is a licensed insurance agent, a material source of outside compensation and time that the firm discloses as a potential conflict of interest. The firm also receives shared/referral and incentive payments from its designated third‑party manager and carries professional liability insurance; custody, trade execution, and proxy voting are handled by the managers and custodians.

To learn more about the advisors currently working at Retirement Roots Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Melinda Bell	Overland Park, KS	6

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