{
  "path": "/advisors/mo/kansas-city/overland-park",
  "url": "https://advisorcensus.com/advisors/mo/kansas-city/overland-park/page/2",
  "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": 2,
  "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": 331692,
      "name": "Konza Global Wealth Group",
      "name_as_filed": "KONZA GLOBAL WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/konza-global-wealth-group-overland-park-ks-331692",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341515,
      "name": "Latticework Investment Management",
      "name_as_filed": "LATTICEWORK INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/latticework-investment-management-overland-park-ks-341515",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300802,
      "name": "Legacy Advisory Limited Company",
      "name_as_filed": "LEGACY ADVISORY LIMITED COMPANY",
      "url": "https://advisorcensus.com/firm/legacy-advisory-limited-company-overland-park-ks-300802",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283553,
      "name": "Legacy Financial Strategies, LLC",
      "name_as_filed": "LEGACY FINANCIAL STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133014,
      "name": "Legacy Investment Partners, LLC",
      "name_as_filed": "LEGACY INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/legacy-investment-partners-llc-overland-park-ks-133014",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152084,
      "name": "Legacy Wealth Planning, LLC",
      "name_as_filed": "LEGACY WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-planning-llc-overland-park-ks-152084",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283653,
      "name": "Lexaurum Advisors",
      "name_as_filed": "LEXAURUM ADVISORS",
      "url": "https://advisorcensus.com/firm/lexaurum-advisors-overland-park-ks-283653",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144133,
      "name": "Lockton Investment Advisors, LLC",
      "name_as_filed": "LOCKTON INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lockton-investment-advisors-llc-overland-park-ks-144133",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297772,
      "name": "Maciel Wealth Management",
      "name_as_filed": "MACIEL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/maciel-wealth-management-overland-park-ks-297772",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140195,
      "name": "Mariner",
      "name_as_filed": "MARINER",
      "url": "https://advisorcensus.com/firm/mariner-overland-park-ks-140195",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151664,
      "name": "Mariner",
      "name_as_filed": "MARINER",
      "url": "https://advisorcensus.com/firm/mariner-overland-park-ks-151664",
      "city": "Overland Park,",
      "state": "KS",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283824,
      "name": "Mariner Advisor Network",
      "name_as_filed": "MARINER ADVISOR NETWORK",
      "url": "https://advisorcensus.com/firm/mariner-advisor-network-overland-park-ks-283824",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305418,
      "name": "Mariner Independent",
      "name_as_filed": "MARINER INDEPENDENT",
      "url": "https://advisorcensus.com/firm/mariner-independent-overland-park-ks-305418",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 7,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289886,
      "name": "Mariner Wealth",
      "name_as_filed": "MARINER WEALTH",
      "url": "https://advisorcensus.com/firm/mariner-wealth-overland-park-ks-289886",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336165,
      "name": "MCD-Kissner GP, LLC",
      "name_as_filed": "MCD-KISSNER GP, LLC",
      "url": "https://advisorcensus.com/firm/mcd-kissner-gp-llc-overland-park-ks-336165",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175288,
      "name": "Midwest Financial Group LLC",
      "name_as_filed": "MIDWEST FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/midwest-financial-group-llc-overland-park-ks-175288",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322617,
      "name": "MN Wealth Advisors, LLC",
      "name_as_filed": "MN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mn-wealth-advisors-llc-overland-park-ks-322617",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328005,
      "name": "Mokan Wealth Management",
      "name_as_filed": "MOKAN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169574,
      "name": "Nova R Wealth, Inc.",
      "name_as_filed": "NOVA R WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/nova-r-wealth-inc-overland-park-ks-169574",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148229,
      "name": "Novadius Wealth Management",
      "name_as_filed": "NOVADIUS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161614,
      "name": "One Advisory Partners, LLC",
      "name_as_filed": "ONE ADVISORY PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106766,
      "name": "Onedigital",
      "name_as_filed": "ONEDIGITAL",
      "url": "https://advisorcensus.com/firm/onedigital-overland-park-ks-106766",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 34,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320608,
      "name": "Onedigital Asset Management",
      "name_as_filed": "ONEDIGITAL ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/onedigital-asset-management-overland-park-ks-320608",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171761,
      "name": "Overland Park Wealth Management LLC",
      "name_as_filed": "OVERLAND PARK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/overland-park-wealth-management-llc-overland-park-ks-171761",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108168,
      "name": "Paragon Capital Management LLC",
      "name_as_filed": "PARAGON CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/paragon-capital-management-llc-overland-park-ks-108168",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 28,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290977,
      "name": "PCG Wealth Management",
      "name_as_filed": "PCG WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152948,
      "name": "Penn Wealth Management",
      "name_as_filed": "PENN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/penn-wealth-management-overland-park-ks-152948",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304989,
      "name": "PHD Retirement Consulting",
      "name_as_filed": "PHD RETIREMENT CONSULTING",
      "url": "https://advisorcensus.com/firm/phd-retirement-consulting-overland-park-ks-304989",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328865,
      "name": "Postrock Partners LLC",
      "name_as_filed": "POSTROCK PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/postrock-partners-llc-overland-park-ks-328865",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289006,
      "name": "Prairie Ridge Asset Management, LLC",
      "name_as_filed": "PRAIRIE RIDGE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/prairie-ridge-asset-management-llc-overland-park-ks-289006",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288712,
      "name": "Prime Capital Financial",
      "name_as_filed": "PRIME CAPITAL FINANCIAL",
      "url": "https://advisorcensus.com/firm/prime-capital-financial-overland-park-ks-288712",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330272,
      "name": "Proactive Planning Wealth Advisory",
      "name_as_filed": "PROACTIVE PLANNING WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/proactive-planning-wealth-advisory-overland-park-ks-330272",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110212,
      "name": "Professional Asset Management, Inc",
      "name_as_filed": "PROFESSIONAL ASSET MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/professional-asset-management-inc-overland-park-ks-110212",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 41,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124839,
      "name": "Providence Financial Advisors, LLC",
      "name_as_filed": "PROVIDENCE FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/providence-financial-advisors-llc-overland-park-ks-124839",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138112,
      "name": "Quantum Financial Partners LLC",
      "name_as_filed": "QUANTUM FINANCIAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/quantum-financial-partners-llc-overland-park-ks-138112",
      "city": "Overland Park",
      "state": "KS",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132435,
      "name": "R L Capital, LLC",
      "name_as_filed": "R L CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/r-l-capital-llc-overland-park-ks-132435",
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    {
      "crd_number": 315915,
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    },
    {
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      "crd_number": 323527,
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      "crd_number": 110471,
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    {
      "crd_number": 282779,
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      "url": "https://advisorcensus.com/firm/sapphire-wealth-planning-llc-overland-park-ks-282779",
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    },
    {
      "crd_number": 332143,
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      "name_as_filed": "SCHWANTES FINANCIAL, LLC",
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    {
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      "name_as_filed": "SEARCY FINANCIAL SERVICES, INC.",
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    },
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      "crd_number": 161678,
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  ],
  "states": [],
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    "state": {
      "path": "/advisors/mo",
      "label": "Financial advisors in Missouri"
    },
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        "label": "Financial advisors for businesses in Kansas City, MO"
      },
      {
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      },
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        "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"
  }
}
