Financial Advisors in or around Kansas City, Missouri

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Missouri >   Kansas City 

Premium Financial Advisors Listing

Chris Athey, Financial Advisor from Kansas City, Missouri

Chris Athey

Distance: 11 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Jay Steinbock, Financial Advisor from Kansas City, Missouri

Jay Steinbock

Distance: 12 miles

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Capital Advisors we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, a...

James Claiborne, CFS, ChFC, Financial Advisor from Kansas City, Missouri

James Claiborne, CFS, ChFC

Distance: 14 miles

Comprehensive fee-based wealth management for business owners, executives, professionals and other affluent clients. Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highes...

Pete Martinez, MBA, Wealth Manager, Financial Advisor from Kansas City, Missouri

Pete Martinez, MBA, Wealth Manager

Distance: 14 miles

OUR DIFFERENCEWe believe investing is a process, not a product. We don’t lead with product. We lead with the client. We listen and then we create a personalized investment strategy that grows out of the client’s financial circumstances and toward his or her investment goals.We believe investing is personal. Investing grows from understanding an...

Jack Mannino, Financial Advisor from Kansas City, Missouri

Jack Mannino

Distance: 14 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Jeff Cram, Financial Advisor from Kansas City, Missouri

Jeff Cram

Distance: 15 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Kelly Van Deusen, Financial Advisor from Kansas City, Missouri

Kelly Van Deusen

Distance: 19 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Other Financial Advisors Listing

Bryant, Page Barnes, Financial Advisor from Kansas City, Missouri

Bryant, Page Barnes

Financial Counselors Inc

Timothy Walla, CFP®, Financial Advisor from Kansas City, Missouri

Timothy Walla, CFP®

Walla Street Wealth Management, Inc.

We are an independent advisory team providing comprehensive fee-based wealth management services in Kansas City with a focus on portfolio management, retirement planning, and tax minimization strategy...

Mitchell Fiser, CFP®, Financial Advisor from Kansas City, Missouri

Mitchell Fiser, CFP®

Fiser Group of ING Financial Partners, Inc.

We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for over 15 years serving the Kansas City Area and surrounding communities. We work primarily with sma...

Michael Brasel , Financial Advisor from Kansas City, Missouri

Michael Brasel

Coordinated Planning Service LLC

We are in the business of advising clients who want to develop and implement an intelligent, effecive long-term investment strategy, customized for their personal goals and resources. Investment adv...

Brian Dightman, Financial Advisor from Kansas City, Missouri

Brian Dightman

Dightman Capital Group

Dightman Capital Group Inc. (DCG) is an independent Kansas State Registered Investment Advisor established in 2007. DCG manages Global Aggressive, Moderate and Conservative Growth investment strategi...

Steven Cox, CFA, Financial Advisor from Kansas City, Missouri

Steven Cox, CFA

Providence Financial Advisors, LLC

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals a...

Bud Kasper, Financial Advisor from Kansas City, Missouri

Bud Kasper

The Planners Network Inc.

As a financial advisor with over thirty years of experience, Bud's name and financial commentaries have appeared in CNNfn, BusinessWeek, USA Today, Financial Planning Magazine, Investment News, Ingram...

Stephen Stricklin, Financial Advisor from Kansas City, Missouri

Stephen Stricklin

Wise Wealth, LLC

At Wise Wealth, we believe that financial peace results from having a financial plan. Our goal is to educate and equip our clients with wisdom so that they can form healthy financial habits and make w...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only