Top Financial Advisors in Kansas

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Prime Capital Investment Advisors is a fee-based advisor that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations.

The firm requires a minimum account size that varies by strategy, but exceptions may be made based on household balances or expected account changes. Clients who want to engage in their Opportunistic Growth Strategy have an account minimum of $100,000.

As a fee-based advisor, there is a potential for a conflict of interest. However, the firm and its advisors are bound to a fiduciary duty to put the needs of the clients first.

Prime uses a broad spectrum of investment strategies to cater to diverse investor needs. These strategies can range from passive, index-based approaches to more dynamic and actively managed risk-based strategies.

The firm also uses differnent types of analysis to develop investment strategies. According ot its brochure, these include fundamental analysis, which studies economic, financial and company data to estimate value; Modern Portfolio Theory, which balances risk and return by diversifying across assets; and technical analysis, which uses charts and trading data to identify patterns that may suggest future price movements.

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FCI Advisors is a fee-based firm that manages assets for individuals and institutions. Most of the firm's clients are non-high-net-worth individuals, but it also works with high-net-worth clients, banks, investment companies, pooled investment vehicles, pensions, profit sharing plans, charities, government entities, insurance companies and other businesses.

Minimum account sizes at FCI Advisors will vary depending on the type of account you choose to open. Minimums may range from $100,000 to $250,000. The firm bases its advisory fees on a percentage of assets under management.

FCI uses different methods of analysis, including fundamental, technical, charting and macro research. Information comes from company reports, filings, rating agencies and research providers. AI tools may be used for support tasks but not for investment decisions.

The firm’s fixed income strategies aim to earn solid returns versus benchmarks while keeping credit quality high. Portfolios are managed with a disciplined process that balances research, sector allocation and interest rate outlooks, while limiting risk through diversification and benchmark controls.

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Modern Wealth Management is a fee-based firm that caters to a diverse clientele including individuals, high net-worth individuals, banks, pensions and retirement plans, charities and businesses.

They generally require a minimum of $250,000 in investable assets per household, although this threshold may be negotiable or waived based on the firm's discretion.

Fee-based firms can present a potential conflict of interest but the firm and its advisors are bound by a fiduciary duty to put the needs of each client first.

Modern Wealth Management employs a variety of investment strategies tailored to align with each client's financial goals. These strategies include strategic asset allocation, tactical approaches, defensive maneuvers and maintaining a diversified portfolio.

The firm invests in a broad range of assets such as stocks, bonds, ETFs, U.S. Government Treasuries, Real Estate Investment Trusts (REITs), alternative investments, mutual funds and money market funds.

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Sunesis Advisors is a fee-only firm that has a very small number of high-net-worth clients, and it does not serve any non-high-net-worth clients. It also works with charities.

The firm calls for a minimum of $5 million in investable assets to open an account.

As a fee-only practice, Sunesis and its advisors do not sell financial products or insurance for commissions. The firm's revenue comes from the fees that clients pay for advisory services, not third-party firms. Like most firms, Sunesis' fees are charged as a percentage of assets under management.

The firm offers the following client services:

• Retirement planning
• Estate planning
• Tax planning and mitigation
• Asset protection
• Business succession planning
• Insurance coverage review

Sunesis uses outside managers to meet client asset class needs. These managers may trade directly in client accounts, provide models that Sunesis implements, or be accessed through funds and ETFs. The firm also offers overlay management, which looks at overall risk, taxes and cash flow.

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Financial Advisory Service doesn't have a minimum account size requirement, but it does suggest that clients have $500,000 in investable assets.

This fee-based firm primarily works with individuals (both non-high-net-worth and high-net-worth individuals), banks, pensions and profit-sharing plan, charities and corporations.

Some advisors at this firm sell insurance policies or securities, and they may earn commissions from sales. This can lead to a conflict of interest, since these advisors have a financial incentive to recommend certain products over others. However, the firm does abide by fiduciary duty, meaning it must act in your best interest.

The firm provides financial planning and investment management services for individuals. This includes reviewing personal finances, helping with budgeting, evaluating taxes and cash flow, managing investments, reviewing insurance coverage and planning for retirement.

The firm also helps with estate and legacy planning, though legal documents must be prepared by an attorney of your choice.

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Westward Investment Advisory is a fee-based firm that works with a small group of high-net-worth individuals and non-high-net-worth individuals. It also works with charitable organizations and corporations.

The firm does not require clients to have a minimum account size, but charges investment advisory fees as a percentage of assets under management.

Westward may also charge flat fees or hourly fees for certain services.

As a fee-based firm, advisors may earn commissions on transactions involving certain securities as representatives of broker-dealers. While commissions and third-party compensation can create conflicts of interest, the firm must abide by fiduciary duty and act in its client's best interests.

The firm's services include portfolio management, financial planning, consulting services and recommendations of third-party money managers.

Like other firms, Westward Investment Advisory builds investment strategies for clients that take into account their financial goals, risk tolerance and liquidity needs.

The firm may rely on both tactical and strategic asset allocation when constructing a client's portfolio. Advisors may invest client assets in mutual funds, exchange-traded funds, separately managed accounts and individual securities.

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The Retirement Planning Group (TRPG) is a fee-only firm that serves high-net-worth and non-high-net-worth individuals. It’s brochure does not include a minimum account requirement.

TRPG provides advisory services and portfolio management. While many clients are approaching or in retirement, the firm works with clients at all stages of financial life.

Services include investment management, retirement and income planning, Social Security advice, and guidance on issues that retirees and pre-retirees commonly face.

Each client relationship begins with a structured financial planning process. Advisors gather details about assets, goals and retirement vision, then create a personalized financial plan that includes scenarios and recommendations.

This plan is updated regularly, usually once a year, to reflect changes in the client’s financial situation, objectives, or risk tolerance. Clients may request modifications, and in some cases, may place restrictions on certain types of investments.

As a fiduciary, TRPG must act in the client’s best interest. This includes following professional standards of care, avoiding conflicts of interest and charging only reasonable fees.

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Two West Capital Advisors is a fee-based firm that offers retirement plan consulting, wealth building and financial wellness services.

The firm’s client base is made up of both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans.

Two West Capital Advisors typically requires a $500,000 minimum account size to work with them. Not meeting the minimum can be considered on an account-by-account basis. Institutional clients typically need an account size of $2,000,000. 

As a fee-based firm there is a potential conflict of interest as the advisors may earn commissions for the sale of certain securities. However, the firm and its advisors are bound by a fiduciary duty to put the needs of each client first.

TWA says in its brochure that their main strategy is to build efficient, diversified portfolios. To accomplish this goal, it uses modern portfolio theory, which aims to maximize returns for a given level of risk by diversifying across different assets.

The firm may manage accounts directly, work with sub-advisors like Financial Counselors, Inc., or use a third-party provider for their robo platform.

While their approach is long term, they may make short-term adjustments, and clients should understand that investing in securities involves risks and the possibility of loss.

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Formerly Rocky Mountain Advisers, SRH Advisors, LLC is a fee-only firm that does not require a minimum investment to open an account.

The firm primarily works with non-high-net-worth individuals, but also serves high-net-worth individuals, investment companies, retirement plans, charities and corportations.

SRH Advisors uses a range of methods when evaluating investments. These include fundamental and technical analysis, charting, cyclical and quantitative approaches, and reviewing management quality and other non-financial factors.

Asset allocation and analysis of mutual funds and ETFs are also part of the process.

As with other firms, SRH Advisors offers several investment strategies that are selected based on each client’s objectives, risk tolerance and time horizon.

These strategies may include long-term purchases, short-term purchases, or in limited cases, trading. While margin is not a core strategy, margin accounts may be recommended to assist with trade timing. Options may also be used for income or risk management, such as covered calls or spreads.

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Meritage Portfolio Management is a fee-only advisory firm. It works mainly with high-net-worth individuals, but it also extends its services to clients outside this scope. To work with the firm, you’d need a minimum investment of $2 million.

The firm also works with institutional clients, including pooled investment vehicles, pension and profit-sharing plans, charities, government entities, other investment advisors and corporations.

Meritage follows a value-based investment philosophy that focuses on companies with strong free cash flow. The firm uses both numbers-based analysis and qualitative review to identify stocks that appear undervalued. This systematic process ranks stocks and then applies additional judgment to confirm opportunities, aiming to reduce emotional bias in decision-making.

To manage risk, Meritage uses what it calls “optimal diversification,” building portfolios concentrated enough to seek returns but diversified enough to reduce exposure to any single company or sector. The team may also use broad market or sector ETFs and ETNs for strategic purposes.

Meritage also offers several equity strategies, including Value, Growth, Yield-Focus, Small Cap Growth, Small Cap Value and Small Cap Core. Each strategy is built using the same core process but emphasizes different factors, such as valuation, growth or dividend yield.