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When you can't wait, these financial advisors in Overland Park offer emergency response. Call now — most respond within the hour.

As of May 2026, RatingsNearMe ranks 14 financial advisors in Overland Park, KS by verified customer ratings and review volume. The highest-rated is The Retirement Planning Group with a 5.0-star rating from 134 verified reviews. Also in the top tier: Dogwood Wealth Management and BSG Advisers - Overland Park. The average rating across all listed financial advisors in Overland Park is 5 stars from 25 reviews per business on average.

Financial advisors in Overland Park typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

14

Businesses listed

5★

Avg rating

25

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

The Retirement Planning Group

5.0(134 reviews)

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211, USA

🥈

Dogwood Wealth Management

5.0(43 reviews)

8813 Penrose Ln #350, Lenexa, KS 66219, USA

🥉

BSG Advisers - Overland Park

5.0(37 reviews)

6840 W 105th St Suite B, Overland Park, KS 66212, USA

Financial Advisors Rankings in Overland Park, KS

#BusinessRatingReviews
#1The Retirement Planning Group11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211, USA5.0134
#2Dogwood Wealth Management8813 Penrose Ln #350, Lenexa, KS 66219, USA5.043
#3BSG Advisers - Overland Park6840 W 105th St Suite B, Overland Park, KS 66212, USA5.037
#4Financial Partners Group10925 Antioch Rd, Overland Park, KS 66210, USA4.84
#5Caliber Wealth Management6201 College Blvd Ste 650, Overland Park, KS 66211, USA5.019
#6Aspyre Wealth Partners10851 Mastin St Ste. 1050, Overland Park, KS 66210, USA5.012
#7ONE Advisory Partners5440 W 110th St Suite 300, Overland Park, KS 66211, USA4.936
#8Searcy Financial Services, Inc.12980 Foster St #160, Overland Park, KS 66213, USA5.03
#9Beyond Wealth11225 College Blvd # 115, Overland Park, KS 66210, USA5.03
#10BMG Advisors | Overland Park4400 College Blvd Suite 101, Overland Park, KS 66211, USA5.015

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Overland Park

4

Financial Partners Group

4.8· 4 reviews

10925 Antioch Rd, Overland Park, KS 66210, USA

5

Caliber Wealth Management

5.0· 19 reviews

6201 College Blvd Ste 650, Overland Park, KS 66211, USA

6

Aspyre Wealth Partners

5.0· 12 reviews

10851 Mastin St Ste. 1050, Overland Park, KS 66210, USA

7

ONE Advisory Partners

4.9· 36 reviews

5440 W 110th St Suite 300, Overland Park, KS 66211, USA

8

Searcy Financial Services, Inc.

5.0· 3 reviews

12980 Foster St #160, Overland Park, KS 66213, USA

9

Beyond Wealth

5.0· 3 reviews

11225 College Blvd # 115, Overland Park, KS 66210, USA

10

BMG Advisors | Overland Park

5.0· 15 reviews

4400 College Blvd Suite 101, Overland Park, KS 66211, USA

11

Jeff Cram - Edelman Financial Engines

5.0· 12 reviews

10950 Grandview Dr Suite 600, Overland Park, KS 66210, USA

12

Larson Financial Services Inc

5.0· 14 reviews

7304 W 130th St # 350, Overland Park, KS 66213, USA

13

Triune Financial Partners, LLC

4.9· 11 reviews

7400 College Blvd Suite #300, Overland Park, KS 66210, USA

14

V Wealth Advisors

5.0· 7 reviews

6800 College Blvd # 630, Overland Park, KS 66211, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Overland Park

What is a fiduciary financial advisor and why does it matter in Overland Park?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Overland Park, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Overland Park?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.

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About This Financial Advisors Directory — Overland Park, KS

This page lists and ranks 14 financial advisors serving Overland Park, KS as of May 2026. The average verified rating across all listings is 5 stars, with an average of 25 customer reviews per business. The top-ranked financial advisors in Overland Park by our algorithm is The Retirement Planning Group (5.0 stars, 134 reviews). Financial advisors in Overland Park typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Overland Park: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the KS licensing board before hiring.

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