Top Financial Advisors in Overland Park, KS

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Prime Capital Financial is a fee-based registered investment advisor offering a wide array of financial services, including asset management, financial planning, retirement plan consulting and sub-advisory relationships. The firm manages more than $30 billion in assets across discretionary and non-discretionary accounts.

Prime Capital serves a broad range of clients, including individuals with and without high net worth, families, charitable organizations, trusts and estates, corporate entities, retirement plans and deferred compensation programs.

While the firm does not set a universal minimum investment across all accounts, it does maintain strategy-specific minimums. These range from $2,500 for entry-level portfolios to $1,000,000 for strategies like covered calls, with most standard strategies requiring between $10,000 and $100,000.

Prime Capital is affiliated with PCRM LLC, an insurance agency, and representatives may earn commissions on the sale of non-securities insurance products such as annuities or life insurance. Despite being a fee-based firm, Prime Capital operates under a fiduciary duty when offering advisory services, which requires placing clients’ best interests first.

Prime Capital Financial tailors its investment services to each client’s financial profile, risk tolerance, goals and time horizon. It creates Investment Policy Statements (IPS) and adjusts portfolios accordingly. Investment strategies are delivered through both wrap-fee programs and traditional custodial platforms.

Prime Capital also offers thematic and ESG-aligned portfolios, as well as specialized strategies like covered calls, sector rotation and opportunistic growth for qualified clients.

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FCI Advisors also ranks among the top firms in Kansas. This massive advisory firm works with a wide variety of clients. Most clients are individuals, a majority of whom do not have a high net worth. It works with institutional clients as well, including banks, investment companies, pooled investment vehicles, pension plans, charities, government entities, other investment advisors, insurance companies and businesses.

FCI Advisors has varying account minimums, depending on the type of account you wish to open. These minimums range from $100,000 to $250,000. The firm is fee-only, so advisors won't earn commissions from selling financial products to clients.

FCI Advisors has a large team that includes a number of financial certifications, including advisors who hold the following designations: Certified Financial Planner (CFP®), chartered financial analyst (CFA), chartered alternative investment analyst (CAIA) and investment advisor compliance professional (IACCP). 

The firm offers asset management, wealth planning, fiduciary services for retirement plans, wrap fee programs and more. 

FCI Advisors has a number of different accounts and investment strategies that it uses to drive growth in client portfolios. However, a constant theme is the fact that the firm and its advisors look to tailor its investment strategies to the needs of their clients. Advisors work with clients to determine their objectives and then decide how to invest from there.

Advisors may use a wide range of securities to populate client portfolios. Portfolios may include equities, fixed income securities, small-, medium- and large-cap companies, both domestic and international securities, real estate investment trusts, among others. Clients are premitted to impose reasonable restrictions on how their assets are managed.

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Sunesis Advisors is a fee-only practice with a small team of advisors. What makes this firm especially unique is its individual client base. The firm has a limited number of individual clients, all of them high-net-worth individuals. The firm’s high minimum investment of $5 million in investable assets reflects its focus on wealthy clients. Aside from its small group of individual clients, the firm can also handle the financial needs of trusts, estates, charities and family businesses.

As a fee-only firm, advisors at Sunesis do not sell insurance or financial products for commissions. The firm's revenue comes solely from client-paid fees for services.

The firm takes a holistic approach in attending to its clients’ personal, familial and business needs. The firm focuses on retirement planning, estate planning, tax planning and mitigation, asset protection, business succession planning and insurance coverage review.

There are two basic approaches that Sunesis Advisors will take to build a client’s portfolio. Either Sunesis will use third-party investment managers to flesh out and diversify a client’s account, or it will utilize mutual funds, ETFs and co-mingled funds to accomplish the same task.

While investing client assets in mutual funds and ETFs is fairly typical, the use of outside managers is not quite as common. The firm claims that working in this way will maximize your net worth and current cash flow, while keeping your investments diversified, instead of trying to fit your needs into the firm’s preferred investment methods.

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Two West Advisors is a fee-based firm offering wealth management and institutional advisory services.

The firm works with a range of clients, including individuals, trusts, estates, charitable organizations and business entities. While its standard minimum account size is $500,000 for wealth management clients, TWA may accept smaller accounts on a case-by-case basis or through its automated robo-advisor platform. For institutional clients, the general minimum is $2 million.

The advisory team includes professionals who may also be licensed to sell insurance products. As a fee-based firm, Two West Advisors can receive commissions from insurance sales, which presents a potential conflict of interest. However, as a registered investment advisor, the firm is held to a fiduciary standard, which legally obligates it to act in the best interests of clients.

Two West Advisors offers comprehensive financial planning and investment management services. Planning services may cover everything from retirement and estate planning to tax, insurance and education funding strategies. Fees are negotiable and can be structured as fixed, hourly, or ongoing annual arrangements.

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Meritage Portfolio Management is another fee-only firm that employs a small team of financial advisors. There’s no shortage of advisor certifications at Meritage, as the firm employs chartered financial analysts (CFAs), Certified Financial Planners™ (CFPs®), certified public accountants (CPAs) and chartered investment counselors (CICs).

It takes a significant investment to work with Meritage, as its account minimum stands at $2 million. As you might imagine, most of the firm’s clientele is made up of high-net-worth individuals. Meritage also maintains client relationships with some non-high-net-worth individuals, as well as charitable organizations, retirement plans, businesses, government entities and more.

Most of the services that Meritage offers are based around investment management and planning. Rather than install a cookie-cutter approach, the firm looks to figure out your personal needs and create an investment portfolio aligned with them.

In an effort to meet the needs of all of its clients, Meritage provides six pre-built equity-based investing strategies. These range from the least risky “Value” strategy to more risky growth-oriented options. Which strategy your advisor feels will best meet your needs is dependent upon your risk tolerance, time horizon and what your long- and short-term financial goals specifically are.

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TFB Advisors is a fee-based registered investment advisor that offers financial planning, investment management and retirement plan consulting services.

The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, charitable organizations and qualified retirement plans. Typical clients include small business owners, executives and retirees.

There is no formal minimum investment requirement disclosed to become a client of TFB Advisors. However, fees for financial planning and consulting range from $500 to $5,000 depending on complexity, and investment management fees range from 0.25% to 1.5% of assets under management.

TFB Advisors’ team includes professionals who are also licensed insurance agents and registered representatives. While the firm provides fee-based advisory services, its supervised persons may receive commissions for the sale of insurance products or brokerage transactions. The firm acknowledges these potential conflicts of interest and adheres to a fiduciary duty when offering advisory services, obligating it to act in the best interest of clients.

TFB Advisors tailors its portfolio strategies to each client’s financial objectives, risk tolerance, time horizon and liquidity needs. Portfolios may include individual securities, exchange-traded funds (ETFs), mutual funds, REITs, options and structured products. 

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Fee-based Prism Financial Group is next on our list. It has multiple Certified Financial Planners™ (CFPs®) on staff. It also employs such certifications as certified fund specialist (CFS), chartered retirement planning counselor (CRPC), certified private wealth advisor (CPWA) and certified public accountant/personal financial specialist (CPA/PFS).

To become a client of this firm, you must have $500,000 in investable assets. Prism traditionally works with individuals, high-net-worth individuals, retirement plans, charitable organizations and businesses.

Some members of Prism’s advisory team sell insurance products for commissions. While this can create a conflict of interest, they are held to high standards and must put client best interests before their own.

Investment management, financial planning and qualified retirement plan consulting are Prism's three areas of advisory expertise. While its investment management and consulting services are comprehensive, the firm’s financial planning is based around the specific needs of the client.

To align your investment portfolio with your goals, Prism’s advisors will use your personal investor characteristics to put together a collection of investments. That involves determining your risk tolerance, time horizon, liquidity needs, investment objectives and more. Once this is done, your advisor will create an asset allocation plan and implement it once you sign off on it.

The firm uses model portfolios that may include stocks, bonds, exchange-traded funds, mutual funds and money market funds. These models range from ultra conservative portfolios for risk-averse investors to ultra aggressive all-equity portfolios for investors willing to take an extremely aggressive approach.

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LexAurum Advisors is a network of practices that do business under different names across the country, though the firm also manages some client accounts in-house. Its headquarters, though, are in Overland Park.

The firm offers investment advisory and management services, financial planning and retirement plan services (to businesses). There is no account minimum and individuals who do not have a high net worth make up the bulk of the client base. As a fee-based firm, advisors can receive commissions. However, as a fiduciary, the firm is legally obligated to act in the best interests of clients.

The firm has employees who hold the chartered financial analyst (CFA) and certified public accountant (CPA) designations.

Accounts managed by other advisors generally adhere to the principles of diversification in accordance with modern portfolio theory. In evaluating securities, advisors use fundamental methods of analysis, market trend analysis and economic cycle analysis. They primarily invest in mutual funds, ETFs, stocks and bonds, but may use other investment vehicles.

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Triune Financial Partners has a large client base, mostly comprised of either individuals or high-net-worth individuals. The firm also works with pension and profit-sharing plans and charitable organizations. There is no minimum investment to open an account with this firm.

The team includes advisory certifications such as certified kingdom advisor (CKA), Certified Financial Planner™ (CFP®), MBA, chartered life underwriter (CLU), chartered financial consultant (ChFC) and chartered financial analyst (CFA). (Advisors may have multiple credentials).

As a fee-based firm, some of Triune’s advisors can earn commissions from the sale of insurance products to clients. Although this presents a potential conflict of interest, the firm is bound by law to act in clients’ best interests.

Investment supervisory and financial planning services are at the core of what Triune does. More specifically, the firm offers help with budgeting, investment management, retirement planning, estate planning, tax management and planning, education and college planning, as well as retirement plan consulting.

As soon as you join forces with Triune, your advisor will walk you through creating an appropriate investor profile. This means figuring out your personal risk tolerance, time horizon, liquidity needs and investment goals. If you have any investment restrictions, you can make them known during this time.

Every client’s portfolio will be made up of different securities. At Triune, this will probably be some combination of exchange-listed securities, mutual funds, municipal bonds, CDs, corporate bonds, options contracts, interest in partnerships investing in real estate, annuities and more.

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The team at Keen Wealth Advisors includes advisors who are also brokers or insurance agents. In these sales roles, they receive commissions from third-party vendors, which can present a potential conflict of interest. That said, as an SEC-registered investment firm, Keen Wealth is legally required to make sure that its representatives always put their clients' interests before their own.

The firm customarily advises individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, businesses, trusts and estates. There is no minimum investment requirement.

The team at Keen Wealth Advisors features those who hold the chartered retirement planning counselor (CRPC), Certified Financial Planner™ (CFP®) and certified public accountant (CPA) designations.

At Keen Wealth, you can receive investment management, financial planning or consulting services. 

Because Keen Wealth Advisors adheres to a customizable investment philosophy, the firm doesn’t have a specific strategy that it uses for all of its accounts. Depending on your personal needs and goals, the firm may use long-term securities purchases, short-term securities purchases, trading techniques or all three.

If retirement is 30 years down the road, your portfolio may be heavily invested in individual stocks. For those with shorter-term goals, portfolios will likely stick to safer investments like exchange-traded funds, mutual funds and bonds.