{
  "path": "/advisors/mo/kansas-city/overland-park",
  "url": "https://advisorcensus.com/advisors/mo/kansas-city/overland-park",
  "page_type": "metro_city",
  "title": "Financial advisors in Overland Park, KS",
  "filters": {},
  "scope_total": 119,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Overland Park, KS?",
      "a": "AdvisorCensus lists 119 investment advisory firms with a principal office in Overland Park, Kansas (part of the Kansas City metro area), from Form ADV filings as of October 2026: 74 SEC-registered, 41 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Overland Park, KS?",
      "a": "33 of the 119 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Overland Park, KS offer financial planning?",
      "a": "85 of the 115 firms in Overland Park, KS that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Overland Park, KS fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 33 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 119 investment advisory firms with a principal office in Overland Park, Kansas (part of the Kansas City metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Kansas City metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Overland Park, KS: 119 firms from Form ADV filings as of October 2026.",
  "total_firms": 119,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 74,
    "state": 41,
    "exempt": 4
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 33
    },
    {
      "code": "percentage_of_aum",
      "count": 102
    },
    {
      "code": "hourly",
      "count": 56
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 76
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 9
    },
    {
      "code": "other",
      "count": 22
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 40
    },
    {
      "code": "5_to_9",
      "count": 23
    },
    {
      "code": "10_to_19",
      "count": 33
    },
    {
      "code": "20_plus",
      "count": 22
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 19
    },
    {
      "code": "25m_100m",
      "count": 17
    },
    {
      "code": "100m_500m",
      "count": 37
    },
    {
      "code": "500m_1b",
      "count": 11
    },
    {
      "code": "1b_5b",
      "count": 14
    },
    {
      "code": "over_5b",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 13
    }
  ],
  "firms": [
    {
      "crd_number": 155541,
      "name": "Allos Investment Advisors, LLC",
      "name_as_filed": "ALLOS INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/allos-investment-advisors-llc-overland-park-ks-155541",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331976,
      "name": "Aspen Private Credit Manager, LLC",
      "name_as_filed": "ASPEN PRIVATE CREDIT MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/aspen-private-credit-manager-llc-overland-park-ks-331976",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 116061,
      "name": "Aspen Wealth Management, Inc.",
      "name_as_filed": "ASPEN WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/aspen-wealth-management-inc-overland-park-ks-116061",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311368,
      "name": "Aspire Wealth Management",
      "name_as_filed": "ASPIRE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107212,
      "name": "Aspyre Wealth Partners",
      "name_as_filed": "ASPYRE WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128161,
      "name": "Balanced Financial Planning, Inc.",
      "name_as_filed": "BALANCED FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/balanced-financial-planning-inc-overland-park-ks-128161",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144748,
      "name": "BCWM",
      "name_as_filed": "BCWM",
      "url": "https://advisorcensus.com/firm/bcwm-overland-park-ks-144748",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287532,
      "name": "Beacon Wealth Advisory",
      "name_as_filed": "BEACON WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/beacon-wealth-advisory-overland-park-ks-287532",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162231,
      "name": "Beyond Wealth",
      "name_as_filed": "BEYOND WEALTH",
      "url": "https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147809,
      "name": "Boulder Investment Group",
      "name_as_filed": "BOULDER INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/boulder-investment-group-overland-park-ks-147809",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312547,
      "name": "Cabin Advisors, LLC",
      "name_as_filed": "CABIN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cabin-advisors-llc-overland-park-ks-312547",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331165,
      "name": "Caliber Wealth Management, LLC",
      "name_as_filed": "CALIBER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324181,
      "name": "Centerpoint Advisory Group, LLC",
      "name_as_filed": "CENTERPOINT ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116029,
      "name": "Clearpath Wealth Management, L.C.",
      "name_as_filed": "CLEARPATH WEALTH MANAGEMENT, L.C.",
      "url": "https://advisorcensus.com/firm/clearpath-wealth-management-l-c-overland-park-ks-116029",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166028,
      "name": "Clover Asset Management, LLC",
      "name_as_filed": "CLOVER ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clover-asset-management-llc-overland-park-ks-166028",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332929,
      "name": "Collaborative Portfolio Management",
      "name_as_filed": "COLLABORATIVE PORTFOLIO MANAGEMENT",
      "url": "https://advisorcensus.com/firm/collaborative-portfolio-management-overland-park-ks-332929",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315970,
      "name": "Coplanning Financial LLC",
      "name_as_filed": "COPLANNING FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140379,
      "name": "Cornerstone Securities LLC",
      "name_as_filed": "CORNERSTONE SECURITIES LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-securities-llc-overland-park-ks-140379",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105348,
      "name": "Creative Planning",
      "name_as_filed": "CREATIVE PLANNING",
      "url": "https://advisorcensus.com/firm/creative-planning-overland-park-ks-105348",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 43,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152974,
      "name": "Creativeone Securities, LLC",
      "name_as_filed": "CREATIVEONE SECURITIES, LLC",
      "url": "https://advisorcensus.com/firm/creativeone-securities-llc-overland-park-ks-152974",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281213,
      "name": "Creativeone Wealth, LLC",
      "name_as_filed": "CREATIVEONE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 11,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288241,
      "name": "Crossroads Capital, LLC",
      "name_as_filed": "CROSSROADS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/crossroads-capital-llc-overland-park-ks-288241",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 43753,
      "name": "CU Investment Solutions LLC",
      "name_as_filed": "CU INVESTMENT SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/cu-investment-solutions-llc-overland-park-ks-43753",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 28,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330835,
      "name": "Curtis Capital Advisors",
      "name_as_filed": "CURTIS CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143410,
      "name": "Davis Financial Management, Inc.",
      "name_as_filed": "DAVIS FINANCIAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145666,
      "name": "Dean Capital Management",
      "name_as_filed": "DEAN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dean-capital-management-overland-park-ks-145666",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105500,
      "name": "Demarche",
      "name_as_filed": "DEMARCHE",
      "url": "https://advisorcensus.com/firm/demarche-overland-park-ks-105500",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 50,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145851,
      "name": "Demarche",
      "name_as_filed": "DEMARCHE",
      "url": "https://advisorcensus.com/firm/demarche-overland-park-ks-145851",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333203,
      "name": "Dynamic Wealth LLC",
      "name_as_filed": "DYNAMIC WEALTH LLC",
      "url": "https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289996,
      "name": "Engage Wealth Advisors, LLC",
      "name_as_filed": "ENGAGE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/engage-wealth-advisors-llc-overland-park-ks-289996",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342504,
      "name": "Enlightnu Wealth LLC",
      "name_as_filed": "ENLIGHTNU WEALTH LLC",
      "url": "https://advisorcensus.com/firm/enlightnu-wealth-llc-overland-park-ks-342504",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307859,
      "name": "Epiphany Financial Coaching",
      "name_as_filed": "EPIPHANY FINANCIAL COACHING",
      "url": "https://advisorcensus.com/firm/epiphany-financial-coaching-overland-park-ks-307859",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320754,
      "name": "Family Legacy Advisors, LLC",
      "name_as_filed": "FAMILY LEGACY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/family-legacy-advisors-llc-overland-park-ks-320754",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106398,
      "name": "FCI Advisors",
      "name_as_filed": "FCI ADVISORS",
      "url": "https://advisorcensus.com/firm/fci-advisors-overland-park-ks-106398",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115897,
      "name": "Financial Management Services, Inc",
      "name_as_filed": "FINANCIAL MANAGEMENT SERVICES, INC",
      "url": "https://advisorcensus.com/firm/financial-management-services-inc-overland-park-ks-115897",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288644,
      "name": "Financial Partners Group, Inc.",
      "name_as_filed": "FINANCIAL PARTNERS GROUP, INC.",
      "url": "https://advisorcensus.com/firm/financial-partners-group-inc-overland-park-ks-288644",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
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    },
    {
      "crd_number": 290053,
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      "name_as_filed": "FINANCIALIFE OUTFITTERS LLC",
      "url": "https://advisorcensus.com/firm/financialife-outfitters-llc-overland-park-ks-290053",
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    {
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    {
      "crd_number": 145799,
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      "url": "https://advisorcensus.com/firm/fortune-financial-advisors-llc-overland-park-ks-145799",
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    {
      "crd_number": 145800,
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      "name_as_filed": "FREESTATE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/freestate-advisors-llc-overland-park-ks-145800",
      "city": "Overland Park",
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      ],
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    },
    {
      "crd_number": 289808,
      "name": "Gaughan & Connealy Wealth Management, LLC",
      "name_as_filed": "GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gaughan-and-connealy-wealth-management-llc-overland-park-ks-289808",
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    },
    {
      "crd_number": 290064,
      "name": "Glass Lakes Capital Management LLC",
      "name_as_filed": "GLASS LAKES CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/glass-lakes-capital-management-llc-overland-park-ks-290064",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
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      ],
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    },
    {
      "crd_number": 311391,
      "name": "Greenup Street Wealth Management LLC",
      "name_as_filed": "GREENUP STREET WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/greenup-street-wealth-management-llc-overland-park-ks-311391",
      "city": "Overland Park",
      "state": "KS",
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      "raum_band": "500m_1b",
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      ],
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    },
    {
      "crd_number": 155628,
      "name": "Index Wealth Advisors, LLC",
      "name_as_filed": "INDEX WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/index-wealth-advisors-llc-overland-park-ks-155628",
      "city": "Overland Park",
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      "years_registered": 15,
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        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147518,
      "name": "Insight Financial Services",
      "name_as_filed": "INSIGHT FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/insight-financial-services-overland-park-ks-147518",
      "city": "Overland Park",
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      ],
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    },
    {
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      "name": "Kedrec LLC",
      "name_as_filed": "KEDREC LLC",
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      "city": "Overland Park",
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      ],
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    },
    {
      "crd_number": 170293,
      "name": "Keen Wealth Advisors",
      "name_as_filed": "KEEN WEALTH ADVISORS",
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      "city": "Overland Park",
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        "hourly",
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      ],
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    },
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      "crd_number": 335041,
      "name": "Kompass Kapital Advisors, LLC",
      "name_as_filed": "KOMPASS KAPITAL ADVISORS, LLC",
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      "city": "Overland Park",
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      ],
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    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/mo",
      "label": "Financial advisors in Missouri"
    },
    "metro": {
      "path": "/advisors/mo/kansas-city",
      "label": "Financial advisors in Kansas City, MO"
    },
    "city_pages": [
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      }
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      },
      {
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        "firm_count": 144
      },
      {
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      }
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        "label": "Financial advisors for retirement plans in Kansas City, MO"
      },
      {
        "path": "/advisors/mo/kansas-city/for-businesses",
        "firm_count": 73,
        "label": "Financial advisors for businesses in Kansas City, MO"
      },
      {
        "path": "/advisors/mo/kansas-city/for-charities",
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        "label": "Financial advisors for charitable organizations in Kansas City, MO"
      },
      {
        "path": "/advisors/mo/kansas-city/no-account-minimum",
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      }
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      },
      {
        "path": "/advisors/mo/kansas-city/retirees",
        "firm_count": 1,
        "label": "Financial advisors for retirees in Kansas City, MO"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
