Todd Minear, CFP®, MBA Open Road Wealth Management, LLC

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About Todd Minear, CFP®, MBA

Todd Minear, Founder of Open Road Wealth Management, has put in the work to be a well-educated and experienced financial advisor. He has done the BSBA, MBA, and CFP things.

Regarding his professional experience, Todd has been in the financial services industry for over 20 years and has worked at boutique financial planning firms, a mortgage company as well as community and regional banks. He has also been the Past President for Kansas City Financial Planning Association, made contributions to The Wall Street Journal, Fortune, Kansas City Star and other industry publications.

Rest assured, Todd has the experience to help you hit the Open Road. He founded Open Road Wealth Management, LLC to be able to do the best work for his clients.

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Recently Published

The Link Between Harley Adventures and Financial Plans

December 1, 2017

A Harley Davidson should be used for more than the daily commute. Just like a financial plan should be used for more than tackling a single goal.

The post The Link Between Harley Adventures and Financial Plans appeared first on Todd Minear.

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10 Reasons To Hire A Kansas City Financial Advisor

November 15, 2017

With emerging technologies, the DIY trend continues in the financial industry. While it's possible to invest on your own, studies show a financial advisor can net you more money. If you're debating between the do it yourself method or hiring a financial advisor, think about these 10 points. They'll help you answer whether you need to hire a financial advisor, whether it's Kansas City or your hometown.

The post 10 Reasons To Hire A Kansas City Financial Advisor appeared first on Todd Minear.

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How To Get Your Financial House in Order After Moving To Kansas City

September 29, 2017

If you’re moving to Kansas City, once you put away the boxes and settle into your new job and new home, it’s time to get your financial house in order. The five financial documents to take a look at after you move to Missouri or any new state.

The post How To Get Your Financial House in Order After Moving To Kansas City appeared first on Todd Minear.

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Ideal Clients

  • Baby Boomers
  • Motorcycle and RV Owners
  • Retirement Income Planning
  • Those Interested in Second Opinions

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250/mo
  • AUM: 1.0%

 

SEC Records

States Registered

  • Missouri

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