Todd Minear, CFP®, MBA Open Road Wealth Management, LLC
- 405 N Forest Ave, #6302, Liberty, MO 64157
- (816) 507-5237
- https://openroadwealth.com/
About Todd Minear, CFP®, MBA, CTFA
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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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Government Employees
- 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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
