Top financial advisors in Great Bend, KS
We've curated a list of the best financial advisors in Great Bend, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $472,113,442 Number of advisors 17 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.
Get matched with an advisorMethodology
To find the top financial advisors in Great Bend, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Adamsbrown Wealth Consultants LLC
AdamsBrown Wealth Consultants, LLC is a registered investment advisor established in April 2020 and based in Wichita, Kansas. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. As a fiduciary, AdamsBrown upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized wealth management solutions through discretionary investment management and financial planning services. Investment strategies primarily focus on long-term goals, utilizing exchange-traded funds (ETFs), mutual funds, individual stocks, and bonds. AdamsBrown may recommend reallocating investments, diversifying portfolios, and employing cash positions as needed. Clients are charged wealth management fees ranging from 0.50% to 1.525% annually based on factors like service complexity and asset levels. Financial planning services are offered on an hourly basis, up to $250 per hour. Retirement plan advisory services are charged a flat fee or an asset-based fee. The firm does not charge performance-based fees and does not participate in soft dollar programs. AdamsBrown does not accept or maintain custody of client accounts, except for fee deduction purposes. The firm has a privacy policy in place to protect clients' personal information and shares information with third parties only for servicing purposes. Clients can limit the sharing of their information. The firm does not disclose personal information for marketing purposes and does not share information about former clients. Clients can request a copy of the privacy policy annually or in case of any revisions. For any questions or concerns, clients can contact AdamsBrown at (316) 683-2067.
$472,113,442 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Great Bend, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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