Company lists · Data refreshed September 2026

Top 20 Fee-only financial advisors based in Overland Park, United States

RevenueBase identified 36 fee-only financial advisors headquartered in Overland Park, United States as of September 2026 and tracks 605 professional contacts across them, including 281 with verified work emails. New York is the largest hub.

This list covers fee-only financial advisors headquartered in Overland Park, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
36Companies
605Contacts tracked
281Verified emails
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The 20 largest fee-only financial advisors based in Overland Park, United States

Ranked by team size
Top 20 of 36 fee-only financial advisors based in Overland Park, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fee-only financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 2026201-500345 contacts →

Partial evidence

“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202651-20048 contacts →

Partial evidence

“We are an independent financial planning firm that helps individuals and their families develop a structured and customized financial plan.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5026 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5023 contacts →

Strong evidence

“Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5020 contacts →

Partial evidence

“We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 2026201-50013 contacts →

Partial evidence

“Prime Capital Investment Advisors (PCIA) is a dynamic, growth-oriented company with offices spread across the United States.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-505 contacts →

Partial evidence

“Our company focuses on access to full-service wealth management and specialized financial planning.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Selecting an investment advisor is one of the most important decisions you will make and requires a high level of trust.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We recognize wealth is more than money, and money is nothing more than a tool.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-503 contacts →

Partial evidence

“Planning for Your Future Doesn't Have to Feel Overwhelming or Out of Reach From long-term investment management to one-time guidance around a specific financial goal, Allos offers…”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 202611-502 contacts →

Partial evidence

“At BLW, our collaborative, convenient approach to asset management creates a clear path to your financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“ROADMAP WEALTH MANAGEMENT, LLC is a company based out of 9915 BROADMOOR ST, Overland Park, Kansas, United States.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Hi.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Wealth Management and Financial Planning Services in Kansas City - Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer…”

Source: RevenueBase Database · checked Sep 19, 2026
19Strong evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Fiduciary, No Commision - Fee Only Veteran Owned & Registered Investment Advisor, Independent”

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceOverland Park, KS, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Sapphire Wealth Planning LLC is a fee-only personal financial planning firm.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 36 fee-only financial advisors based in Overland Park, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 281 reachable decision-makers.

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Fee-only financial advisors based in Overland Park, United States at a glance

As of Sep 19, 2026
46.4%Verified-email coverage
16.8Average contacts per company
1-10Median size (employees)
227.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
11
51-200
2
201-500
2
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Overland Park, so it is reported there. Company counts and contact totals on this page are exact for Overland Park, over 36 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fee-only financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Overland Park, United States whose own description of what they do matches “fee-only financial advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fee-only financial advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among fee-only financial advisors, and records with no verified work email. Companies headquartered outside Overland Park are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 281 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fee-only financial advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fee-only financial advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fee-only financial advisors are there based in Overland Park, United States?

RevenueBase identified 36 fee-only financial advisors headquartered in Overland Park, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Prime Capital Financial, headquartered in Overland Park, tops this list with the largest team on record.

Which city has the most fee-only financial advisors?

New York leads with 82 headquartered companies, followed by Houston (78) and Atlanta (70).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 281 verified decision-maker contacts tracked across these 36 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.