Top financial advisors in Dodge City, KS
We’ve curated a list of the best financial advisors in Dodge City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$84,155,693
Number of advisors
2 advisors
| $84,155,693 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Dodge City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Dodge City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Heritage Financial Solutions, LLC
**Heritage Financial Solutions, LLC Summary:** Established in 2004, Heritage Financial Solutions, LLC, operating as Diversified Portfolio Management, LLC, is a registered investment adviser based in Dodge City, KS. The firm specializes in providing investment management services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and retirement accounts. The firm's investment strategy is rooted in modern portfolio theory, focusing on asset allocation decisions over market timing or stock picking. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Generally $100,000, with the discretion to waive this requirement. - **Fee Structure:** Asset-based management fees ranging from 1.00% to 1.85% annually, based on assets under management. - **Fiduciary Status:** The firm acts as a fiduciary, obligated to act in clients' best interests. - **Investment Discretion:** Clients grant the firm discretionary authority to manage their accounts, including executing trades without prior approval. - **Investment Philosophy:** The firm primarily utilizes passively managed mutual funds in globally diversified portfolios, focusing on equity exposure, company size, and stock price factors. **Advisory Business Description:** The firm offers continuous advice tailored to individual client needs, creating personalized investment policy statements and managing portfolios accordingly. Services include investment management, financial planning, and advice on non-securities matters like estate planning and retirement planning. For more detailed information, clients can contact Amber Wallis, Chief Compliance Officer, at (620) 471-2020 or visit www.heritagefs.net. [Disclaimer: The information provided is based on the brochure available as of March 4, 2025, and clients are encouraged to review the full brochure for complete details.]
$84,155,693 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Dodge City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Dodge City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.