Financial advisors · Kansas
Fee-only financial advisors in Leawood, KS
11 fee-only investment advisers have offices in Leawood, Kansas, according to their Form ADV filings with the SEC and state regulators. 5 offer hourly or flat-fee arrangements, 6 charge only a percentage of the assets they manage, and 8 provide financial planning. 6 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Mitchell Capital Management Co
11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211 · (913) 428-3222
- Assets managed
- $847M
- Individual clients
- 317
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Normandy Investment Advisors
12728 State Line RD., Leawood, KS 66209 · (913) 914-1944
- Assets managed
- $273M
- Individual clients
- 294
- Advisory staff
- 5
- Registered with
- SEC
Profile · Website · SEC record
Insight Investment Advisers LLC
5251 W 116th Place, Suite 200, Leawood, KS 66211 · (913) 800-0954
- Assets managed
- $72M
- Individual clients
- 145
- Advisory staff
- 3
- Registered with
- AZ, CA, KS +
Profile · Website · SEC record
Everest Wealth Management
4901 W. 136 Street, Suite 1, Leawood, KS 66224 · (913) 387-2017
- Assets managed
- $237M
- Individual clients
- 91
- Advisory staff
- 1
- Registered with
- SEC
Profile · Website · SEC record
Viawealth, LLC
8700 State Line RD Suite 325, Leawood, KS 66206 · (844) 484-7849
- Assets managed
- $261M
- Individual clients
- 86
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Monarch Wealth Management, LLC
4901 W. 136th ST. Ste 21, Leawood, KS 66224 · (913) 387-2048
- Assets managed
- $50M
- Individual clients
- 22
- Advisory staff
- 1
- Registered with
- KS
Oread Wealth Partners
Leawood, KS (office address not published) · (913) 229-6512
- Assets managed
- $17M
- Individual clients
- 20
- Advisory staff
- 1
- Registered with
- KS
Profile · Website · SEC record
Satya Investment Management, LLC
5251 West 116th Street Suite 200, Leawood, KS 66211 · (646) 232-6876
- Assets managed
- $19M
- Individual clients
- 16
- Advisory staff
- 1
- Registered with
- KS
503 Capital Partners, LLC
4000 W. 114th Street Suite 260, Leawood, KS 66211 · (913) 279-0177
- Assets managed
- $636M
- Individual clients
- 5
- Advisory staff
- 9
- Registered with
- SEC
Profile · Website · SEC record
ETF Portfolio Partners, Inc.
4831 W. 136th Street Suite 300, Leawood, KS 66224 · (913) 851-1100
- Assets managed
- $431M
- Individual clients
- 429
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Reports disciplinary history. Read the details on the SEC record before engaging.
Financial Planning Partners
13401 Mission RD Suite 203A, Leawood, KS 66209 · (913) 912-1185
- Assets managed
- $54M
- Individual clients
- 71
- Advisory staff
- 1
- Registered with
- KS, MO
Reports disciplinary history. Read the details on the SEC record before engaging.
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Fee-only advisers near Leawood
Another 96 fee-only firms have offices within 30 miles.
- Overland Park 55 firms · 4 mi
- Prairie Village 2 firms · 5 mi
- Lenexa 2 firms · 7 mi
- Mission 4 firms · 7 mi
- Mission Woods 1 firm · 7 mi
- Shawnee 3 firms · 8 mi
- Shawnee Mission 1 firm · 8 mi
- Kansas City 17 firms · 8 mi
- Olathe 1 firm · 10 mi
- Lee's Summit 5 firms · 15 mi
- Independence 1 firm · 15 mi
- North Kansas City 4 firms · 16 mi
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in Leawood?
Form ADV records how firms charge, not what they charge. Of the 11 firms listed here, 5 offer hourly or flat fees and 11 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these Leawood advisers selected?
Every registered investment adviser with an office in Leawood that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.