How many financial_advisors are in Ellsworth, KS?

There are currently 2 verified financial_advisors listed in Ellsworth, KS. We continuously update our directory to ensure you have access to the most current information.

What is the average rating for financial_advisors in Ellsworth?

Ratings vary across financial_advisors in Ellsworth. Browse individual listings to see specific ratings and reviews.

How do I choose a financial_advisor in Ellsworth?

When choosing a financial_advisor in Ellsworth, consider their ratings, review count, specializations, and location. We recommend requesting quotes from 2-3 professionals to compare services and pricing.

Is it free to request a quote?

Yes, requesting a quote through our directory is completely free. Simply click "Request a Quote" on any professional's listing and fill out the form. The professional will reach out to you directly.

Top Financial_advisors in Ellsworth, KS

Loading listings...

About Financial_advisors in Ellsworth, KS

Ellsworth, KS has a small financial advisory market with 2 active advisors available. The market does not yet have enough ratings to establish an average, and no advisors in the directory currently report state licensure. If you're seeking personalized financial guidance in Ellsworth, you may also consider advisors in nearby Wichita, Topeka, Lawrence, Overland Park, or Leawood for a broader range of options and experience levels.

Cost guidance

Financial advisory services in Ellsworth typically range around $3,250 for a Flat-Fee Comprehensive Financial Plan. Costs vary based on the service model you choose—some advisors charge hourly rates for consultations, others use assets-under-management fees, and some offer ongoing retainer arrangements. Request detailed pricing from multiple advisors to compare value and ensure alignment with your financial goals.

How to choose a financial advisor in Ellsworth

Confirm the advisor holds relevant credentials such as CFP (Certified Financial Planner), CFA, or similar designations from recognized professional bodies.

Ask whether the advisor is a fiduciary—meaning they are legally required to act in your best interest, not their own.

Request a written engagement letter that outlines fees, services provided, and the scope of the advisory relationship before you commit.

Inquire about their investment philosophy and whether it aligns with your risk tolerance and time horizon.

Verify their disciplinary history through the SEC's Investment Adviser Public Disclosure database or your state's financial regulator.

Ask for references from current clients with similar financial situations to yours.

Understand how they are compensated—whether by flat fee, hourly rate, assets under management, or a combination—to avoid conflicts of interest.

Quality signals to look for

Look for advisors who provide a clear, written fee structure upfront and are willing to explain their investment approach in plain language. Verify that any advisor you consider has no regulatory complaints on file with state or federal authorities. Be cautious of advisors who push you to move money quickly, guarantee specific returns, or operate primarily through unsolicited phone calls or online-only channels with no local presence. A reputable advisor will take time to understand your full financial picture and provide documentation of recommendations.

Common financial_advisor services

Assets Under Management (AUM) Fee

Ongoing advisory services where the advisor's fee is calculated as a percentage of the total assets they manage for you.

Flat-Fee Comprehensive Financial Plan

A one-time or annual fixed fee for a detailed financial plan covering budgeting, investments, insurance, and retirement strategies.

Hourly Financial Consultation

Pay-per-hour guidance for specific financial questions or a limited review of your current financial situation.

Retirement Planning Package

Specialized planning focused on retirement income projections, Social Security strategies, and withdrawal sequencing.

Estate Planning Coordination

Guidance on wills, trusts, beneficiary designations, and strategies to minimize taxes and streamline wealth transfer.

Tax-Loss Harvesting Service

Active portfolio management technique that offsets investment gains with losses to reduce your annual tax liability.

Annual Advisor Retainer (Flat-Fee Ongoing)

A fixed annual fee for continuous access to your advisor for ongoing planning adjustments and financial questions.

Frequently asked questions

How much does a Flat-Fee Comprehensive Financial Plan cost in Ellsworth?

The median cost for a Flat-Fee Comprehensive Financial Plan in Ellsworth is around $3,250. However, pricing varies by advisor and the complexity of your financial situation, so request quotes from multiple advisors for comparison.

How many financial advisors are currently available in Ellsworth, KS?

There are 2 active financial advisors in the Ellsworth directory. You may also expand your search to nearby cities such as Wichita, Topeka, Lawrence, Overland Park, and Leawood for additional options.

What should I ask a financial advisor before hiring them?

Ask about their credentials, whether they are a fiduciary, how they are compensated, their investment philosophy, and request references from current clients. Also request a written engagement letter that clearly outlines fees and services.

How do I verify a financial advisor's credentials and background?

Check the SEC's Investment Adviser Public Disclosure database for registered advisors, verify professional certifications directly with issuing organizations, and review any disciplinary history through your state's financial regulator or the Financial Industry Regulatory Authority (FINRA).

What is the difference between hourly and AUM-based financial advisory fees?

Hourly fees charge you a set rate per hour of consultation, making them predictable for limited advice. AUM fees charge a percentage of assets under management, so costs scale with your portfolio size and are better suited for ongoing comprehensive management.