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

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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Why You Need To Update Your Estate After Moving To Kansas City

September 29, 2017

 “What if?” It’s a question nobody wants to ask when it comes to life and death. However, you need to play out scenarios to protect your children and loved ones. An estate plan protects everybody.

The post Why You Need To Update Your Estate After Moving To Kansas City appeared first on Todd Minear.

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How To Master The FASFA Like A Pro

September 29, 2017

College planning is exciting until students and parents look at the tuition. The rising cost of higher education challenges most families. How to master financial aid forms, like FASFA, like a pro.

The post How To Master The FASFA Like A Pro 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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