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

10 Questions To Ask Yourself When You’re Thinking of Retiring Early

July 24, 2019

When you're thinking about retiring early, it's a financial and emotional decision. These are the 10 questions to ask before quitting your Kansas City job.

The post 10 Questions To Ask Yourself When You’re Thinking of Retiring Early appeared first on Open Road Wealth Management.

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6 Financial Signs It’s Time To Retire Early in Kansas City

April 23, 2019

Kansas City retirees are younger and younger, as they leave high-paying jobs at Cerner and Burns & McDonnell. Kansas City fee-only certified financial planner, Todd Minear, shows you the signs you're ready to leave the KC workforce and enjoy life in your 50's and even 40's.

The post 6 Financial Signs It’s Time To Retire Early in Kansas City appeared first on Open Road Wealth Management.

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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 Open Road Wealth Management.

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Ideal Clients

  • Baby Boomers
  • Financial Coaching
  • Motorcycle Owners & RV Owners
  • Retirement Planning

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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