KS

Looking for a Financial Advisor in Kansas?

By 
Brian Thorp
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Learn about our Editorial Policy.

Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. ➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor

What this article covers

Find financial advisors across Kansas on one statewide map, then open a city guide for Topeka, Salina and other communities. This guide also covers statewide planning factors such as how Kansas taxes retirement income and the KPERS pension plans, the state’s largest employers, top-rated advisors, and tips for hiring the right advisor for your needs.

Financial Advisor Directory for Kansas

📍 Kansas city guides

Find a financial advisor in your Kansas city

Choose a city to see local advisors on a map, along with planning considerations, major employers and hiring tips for that community.

Don’t see your city? The statewide map below includes every Kansas advisor featured on Wealthtender, or search for financial advisors near you.

📍 Map: Financial Advisors with their Primary Office Location in Kansas

Double-click (or pinch the map on mobile devices) to zoom in and expand the details for financial advisors whose primary office location is in Kansas.

📍Double-click or pinch pins to view more.

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Key Takeaways

1

You can compare Kansas financial advisors by credentials, specialty and verified client reviews before you contact anyone.

The map shows advisors whose primary office is in Kansas. Profiles include Certified Advisor Reviews™, designations such as the CFP® and the services each advisor offers.

2

Kansas exempts Social Security and KPERS benefits, while aviation, public pensions and the Kansas City state line shape most plans.

Kansas lets residents subtract Social Security, KPERS and military retirement pay, though IRA and 401(k) withdrawals stay taxable. Wichita’s aviation employers and McConnell Air Force Base, state jobs under KPERS 3 and Johnson County’s ties to Kansas City each bring their own retirement and tax questions.

3

Interview more than one advisor and confirm how each one is paid.

Ask about services, fees and whether the advisor acts as a fiduciary, then check their background for free on the SEC’s Investment Adviser Public Disclosure website before you hire.

Financial Planning Considerations for Kansas Residents

Every state has its own financial landscape. Here are a few statewide factors worth discussing with a Kansas financial advisor.

How Kansas taxes income and retirement

For 2025, Kansas taxes income at two rates, 5.2% and 5.58%, according to the Kansas Department of Revenue 2025 income tax instructions. Residents can subtract Social Security benefits included in federal income, with no income limit stated. KPERS benefits are exempt, as are federal civil service and military retirement pay, including Thrift Savings Plan amounts from military service. Withdrawals from IRAs and 401(k) plans are generally taxable, so the order in which retirees draw from accounts can change their Kansas tax bill.

Wichita’s aviation employers

Wichita calls itself the Air Capital of the World. Boeing (13,000 employees), Textron Aviation (11,000), McConnell Air Force Base (6,000) and Koch (3,000) are among the region’s largest employers, per the Greater Wichita Partnership. Aerospace workers often have a 401(k), stock awards or a legacy pension, and production cycles can bring layoffs or recalls that make an emergency fund and rollover plan important. See our Boeing and Air Force Q&As.

State jobs and KPERS 3

The State of Kansas employs 9,919 people in Topeka alone. Public employees hired on or after January 1, 2015, are in KPERS 3, a cash balance plan: members contribute 6% of pay, employers add credits of 3% to 6% based on service, and accounts earn a guaranteed 4% interest credit plus possible dividends. The default payout is a lifetime annuity with a 10-year certain period, so choosing a payout option and adding the optional KPERS 457 plan both matter.

Johnson County and the Kansas City line

Many Kansans live in Johnson County and work across State Line Road. Kansas City, Missouri, charges a 1% earnings tax on people who work in the city, and nearly half its revenue comes from people living outside city limits, including many Kansas residents, per KCUR. On the Kansas side, Garmin’s Olathe headquarters, the University of Kansas Health System and Fort Leavenworth are major employers. Our Garmin Q&A covers stock-based pay.

The Benefits of Hiring a Financial Advisor in Kansas

Hiring a financial advisor can be a great move to help you build a long-term investing strategy. Advisors can help you build an investment portfolio to meet your financial goals and help you plan appropriately for retirement.

As a Kansas resident, hiring a financial advisor who lives nearby and understands the local economy, cost of living, and regional employers can be quite valuable, especially if your individual circumstances are deeply tied to such factors.

Who are the largest employers in Kansas?

Kansas does not publish a single statewide ranking of employers by headcount, so this list combines the largest employers named in regional reports for Wichita, Topeka and the Kansas City region. Each count is labeled with the area it covers. Highlighted companies link to Q&As with advice from financial advisors who work with their employees.

  1. The Boeing CompanyRead advisor Q&A →13,000 in the Wichita region
  2. Textron Aviation (Beechcraft and Cessna) 11,000 in the Wichita region
  3. University of Kansas Health System More than 10,000 in the Kansas City region
  4. Fort Leavenworth More than 10,000 in the Kansas City region
  5. State of Kansas 9,919 in Topeka
  6. Wichita Public Schools (USD 259) 9,100 in the Wichita region
  7. McConnell Air Force BaseRead advisor Q&A →6,000 in the Wichita region
  8. Garmin InternationalRead advisor Q&A →5,000 to 9,999 in the Kansas City region
  9. Wichita State University 5,500 in the Wichita region
  10. Stormont Vail Health 4,400 in Topeka
  11. Hill’s Pet NutritionRead advisor Q&A →3,439 in Topeka
  12. Koch Inc. 3,000 in the Wichita region
  13. Salina Regional Health Center 2,800 in Saline County

Work for one of these companies or another large employer? Explore our employer Q&As for advice on making the most of your benefits.

Sources: Greater Wichita Partnership, Major Employers (September 2026); KC Area Development Council, Major Employers (July 2026); Topeka Capital-Journal, Who are the largest employers in Topeka? (October 2024); Salina Journal, Who are the top 10 employers in Saline County? (October 2024). Kansas City region figures are size ranges for the bi-state metro and include workers on the Missouri side. Topeka counts are as of December 31, 2023. Hill’s Pet Nutrition is part of Colgate-Palmolive.

Do you work for one of the largest employers in Kansas? If so, there’s a good chance the local financial advisor you hire will also have other clients who work there. This knowledge could prove valuable if they are already familiar with your employee benefits, such as a 401(k) plan, Health Savings Accounts, and other components of your total compensation package.

When you reach out to financial advisors you’re considering hiring, let them know where you work and ask if they are familiar with your employer’s unique benefits and compensation structure.

Types of Financial Advisors You’ll Find on Wealthtender

Thousands of people visit Wealthtender each month to find and compare financial advisors based on their location, education, experience, areas of specialization and online reviews. Wealthtender’s Certified Advisor Reviews™ help consumers make informed hiring decisions with important details about the relationship between reviewers and advisors always displayed to ensure you gain the transparency you deserve when your life savings could be at stake.

On Wealthtender, you can explore a diverse range of financial advisors and wealth management firms that include:

  • Fiduciary advisors committed to acting in clients’ best interests
  • CFP® professionals with advanced financial planning credentials
  • Fee-only advisors compensated solely by clients
  • Advisors for growing families, people nearing retirement, and business owners
  • Specialists across multiple categories (e.g., life stage, occupation, ethnicity, lifestyle, religion)
  • Highly-rated advisors with positive client reviews
  • Firms of varying sizes with advisors who can meet with you in person or online
  • Fee-based advisors who offer access to insurance and alternative investments

How to use this directory: Compare financial advisors in the Kansas area based on what matters most to you. Use the directory to:

  • View advisor profiles to evaluate credentials, services, and areas of specialization
  • Read Certified Advisor Reviews™ to learn what clients value most
  • Identify advisors recognized with Wealthtender Voice of the Client Awards™
  • Contact advisors and schedule free introductory video calls

Wealthtender Voice of the Client Awards™: Top Rated Kansas Financial Advisors

Wealthtender Voice of the Client Awards™ recognize financial advisors and firms that consistently earn exceptional client feedback. Below are Kansas-area advisors and firms that have met the criteria for Highly Rated recognition.

Firm/Advisor Firm City State Voice of the Client Award Website
Kyle Hammerschmidt MOKAN Wealth Management Overland Park Kansas 2026 Highly Rated Advisor Website

To qualify for a Highly Rated award, advisors and firms must achieve an average client review rating of 4.75 or higher (on a scale of 1 to 5) based on a minimum number of eligible client reviews published on Wealthtender within a defined timeframe for each particular award (Timeframe for 2025 Award: 1/1/24 – 12/31/25; Timeframe for Subsequent Year Awards: July 1 of the preceding year through December 31 of the Award Year (e.g., Timeframe for 2026 Award 7/1/25 – 12/31/26). Eligible reviews are limited to clients (as of the review submission date) that advisors/firms must self-attest have no material conflicts of interest and received no compensation in exchange for their reviews. ↗️ View full award methodology & FAQs

Although financial advisors and wealth management firms compensate Wealthtender for marketing services (including eligibility to be considered for awards), Wealthtender’s award criteria is objective and not influenced by compensation. Wealthtender Voice of the Client Awards are not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.

Quick Tips For Hiring a Kansas Financial Advisor

Before hiring a financial advisor in Kansas, here are a few quick tips to help you find the best advisor for you.

1

Decide Which Services You Need

Before hiring an advisor, determine what services you need from them. Whether it’s full-service investment management or a plan focused on a specific area of your finances, put together a list of what you’d like help with before contacting an advisor.

Though most people use a financial planner simply to invest for retirement, this is only a small part of what many advisors offer. Here’s a quick rundown of potential services a financial advisor may offer you:

  • Budgeting and money management
  • Debt management
  • Insurance planning
  • Retirement planning
  • Other investment planning
  • Inheritance planning
  • Estate planning
  • Tax planning

As you can see, financial advisors can help you with your entire financial picture, not just investing. As you start to plan for life’s bigger milestones, you should consider finding a financial advisor who specializes in those areas.

Finding the right advisor can help you minimize risk, maximize gains and take advantage of tax breaks while investing for your future. They can also help you protect your assets with the right kinds of insurance and help you pass on your financial legacy with a proper estate plan.

2

Consider Your Budget and Payment Preferences

Once you have a list of services you would like, review the fee structures financial advisors offer. Finding a balance between the services you need and the cost of those services will help narrow down the field of advisors you may want to work with.

If you are looking for a full-service advisor to manage all of your investments, consider searching among fee-based financial advisors. If you want to manage your money yourself, consider the flat fee and monthly subscription advisors for ongoing support.

3

Interview Multiple Financial Advisors

Once you have chosen the services and fee structure you prefer, it’s time to contact a few advisors and interview them. Here are questions to ask financial advisors:

  • What services do you provide?
  • What are all the ways you get paid? (fee transparency)
  • What is your investment strategy?
  • How do you measure investment performance?
  • How do we communicate about my plan?

Interview multiple advisors to get a feel for who you want to work with. A combination of fees, services, and customer service will help you determine the best fit for your financial advice.

4

Review Financial Advisor Credentials

Once you find an advisor (or two) you feel comfortable with, it’s always a good practice to check their credentials and the firm’s details. You can do this at the Investment Adviser Public Disclosure (IAPD) website. 

You can check both the individual and the firm to view their background and experience details, as well as any disciplinary action taken against them or their firm.

As licensed financial professionals, there is oversight into how financial advisors conduct business, so running a quick (free) check on them is recommended.

For additional information about advisor credentials, read our article to learn the most popular designations held by financial advisors, as well as specialized credentials which may be important to consider if you have unique financial planning needs.

Frequently Asked Questions

What makes a financial advisor “trusted”?
A trusted financial advisor typically earns positive client feedback over time, operates transparently, and clearly explains how they’re compensated. On Wealthtender, trust is reflected through Certified Advisor Reviews™ that combine insights into the client experience and character of advisors with important disclosures about each reviewer to ensure you gain the transparency you deserve when your life savings could be at stake.

Financial advisors and wealth management firms that consistently receive superior client reviews can also qualify for Wealthtender’s Voice of the Client Awards™ designed to recognize America’s most trusted advisors. Learn More About Wealthtender Voice of the Client Awards™
What are Certified Advisor Reviews™?
Certified Advisor Reviews™ from Wealthtender help consumers make smarter hiring decisions when choosing a financial advisor.

Clients and other individuals can submit reviews for financial advisors and wealth management firms that have turned on the reviews feature. Before each review is publicly displayed, financial advisors agree to disclose important information about their relationship with the reviewer to ensure consumers gain the transparency they deserve when their life savings could be at stake. These disclosures also help financial advisors satisfy compliance with industry regulations.

After financial advisors provide the required disclosures, Wealthtender publishes the review with the Certified Advisor Review™ mark. Learn More About Certified Advisor Reviews™
Can I find fiduciary financial advisors on Wealthtender?
Yes, you’ll find hundreds of fiduciary financial advisors on Wealthtender. Fiduciary financial advisors must act in their clients’ best interest. Before hiring an advisor, always ask if they will act in your best interest as a fiduciary.

For example, financial advisors who have earned their Certified Financial Planner (CFP) designation are fiduciaries. To hold themselves out as a CFP, these credential holders must acknowledge they will adhere to the CFP Board’s Code of Ethics and Standards of Conduct and act as a fiduciary when providing financial advice to their clients. Learn More About Fiduciary Financial Advisors
Can I find fee-only financial advisors on Wealthtender?
Yes, you’ll find hundreds of fee-only financial advisors on Wealthtender. Fee-only financial advisors are paid directly by their clients. Since they aren’t compensated based on the products and services they recommend (e.g., commissions), their compensation model helps reduce potential conflicts of interest.

When viewing financial advisor profiles on Wealthtender, look for the Compensation Methods section that shows ways each financial advisor can be paid for their services, including if they offer fee-only financial planning services. Learn More About Fee-Only Financial Advisors
What distinguishes Wealthtender Voice of the Client Awards™ from other advisor recognition programs?
Wealthtender’s Voice of the Client Awards™ recognize financial advisors and wealth management firms that consistently receive superior client reviews. Unlike award programs with ranking factors that favor financial institutions with the most assets and the fastest revenue growth, the Wealthtender Voice of the Client Awards provide both local financial advisors who choose to remain small and large wealth management firms with the opportunity to be recognized on a metric that matters more to consumers – actual client feedback reflecting the quality of their experience. Learn More About Voice of the Client Awards™
How do I know if I’m ready to hire a financial advisor?
You should strongly consider hiring a financial advisor if you have a significant amount of money available for saving or investing. This could occur after years of making annual contributions to a retirement plan like a 401(k) through your employer or suddenly if you receive a large inheritance or sell your house for a large profit. But even if you don’t have a lot of money saved, many financial advisors and planners provide reasonable pricing options and valuable services you should consider, especially if you’re facing a significant life event. For example, if you’re starting a new job, getting married, starting a family, getting divorced, lost your job, starting or selling a business, or approaching retirement age, working with a trusted financial advisor or planner may prove worthwhile.
Before I hire a new financial advisor, should I fire my current advisor?
You don’t need to fire your current advisor before beginning your search for a new financial advisor. In fact, your new advisor can help coordinate the transition of your assets from your previous financial advisor.
Where can I read reviews about financial advisors written by their clients to help me decide if I should hire them?
After 60 years of regulatory prohibition of financial advisor reviews in the US, a rule issued by the Securities and Exchange Commission (SEC) became effective on May 4, 2021 that means both financial advisors and directory websites that help consumers search for a financial advisor can collect and display financial advisor reviews, an important factor worth considering when choosing who you’ll hire to manage your investments and life savings. Wealthtender is the first independent advisor review platform designed to be fully compliant with the new SEC rule, and we look forward to helping you evaluate financial advisors based on reviews written by their clients.
I’m a Kansas financial advisor interested in being featured in this guide. How do I get started?
Thanks for your interest. We look forward to learning more about your practice and helping you attract your ideal clients where you may be a good fit based on their individual needs and circumstances. Learn how to get featured

Please note: Wealthtender may be compensated by financial advisors featured on our site and within this guide. Learn more about how we operate with integrity to earn your trust.

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Brian Thorp

About the author

Brian Thorp

Founder & CEO and Editor-in-Chief, Wealthtender

Brian Thorp is the founder and CEO of Wealthtender and its Editor-in-Chief. With more than 25 years in the financial services industry, he is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.

Brian and his wife live in Austin, Texas.

Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. ➡️ Find a Local Advisor | 🎯 Find a Specialist Advisor