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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Kansas City
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
81
non-vetted advisors in your local area. These financial advisors in
Kansas City
,
Missouri
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Kansas City
,
Missouri
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Kansas City, Missouri.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 25 Years | $0 | $500,000 | Not Specified | |
|
David Jackson
CFP®, CMFC® MODERN HORIZONS WEALTH ADVISORS 1900 w 47th pl, Suite 320, Shawnee Mission, KS 66205 |
27 Years | Not Specified | $100,000 | Fee-Based |
|
Alex Petrovic
CFP® PETROVIC FINANCIAL SERVICES 4200 Somerset Dr, Suite 217, Prairie Village, KS 66208 |
20 Years | $162,000,000 | $250,000 | Fee-Only |
|
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS 6201 College Boulevard, Suite 150, Overland Park, KS 66211 |
16 Years | Not Specified | $500,000 | Fee-Only |
|
Jay Steinbock
RFC® SUMMIT POINTE FINANCIAL GROUP. 10965 Granda Lane, Suite 106, Shawnee Mission, KS 66211 |
32 Years | Not Specified | $0 | Fee-Based |
|
Steven Cox
CFA® PROVIDENCE FINANCIAL ADVISORS, LLC 6900 College Blvd. Suite 440, Overland Park, KS 66211 |
35 Years | $78,000,000 | $100,000 | Fee-Only |
| Not Disclosed | $224,627,486,308 | Not Specified | Fee-Based | |
|
James Claiborne
CLU®, CFS, ChFC® FINANCIAL PARTNERS GROUP 10925 Antioch Road, Suite 100, Overland Park, KS 66210 |
28 Years | $115,000,000 | Not Specified | Fee-Based |
Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65
Office Location
4510 Belleview Ste 204,
Kansas City,
MO
64111
Phone Number
816-268-2233
Graduate of Colgate University. 20 Years Experience in Financial Markets serving institutional and retail clients. Passionate about creating strategies to allow individuals and families to reach their long term financial goals. Multi year experience in generating top down asset allocation models. Engaged in manager diligence and selection for both traditional and alternative third party managers to implement allocation strategies. Built and managed absolute return equity portfolios for hedge fund and individual SMA accounts. Use quantitative, fundamental and technical methodologies in constructing portfolios with superior risk adjusted returns. Focus on Large Cap Value and Micro and Small Cap Hyper and Broken Growth
We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.
Qualifications
CRD# 2631227
Firm CRD# 6413
Series 6, 63
Compensation/Fee Fee-Based, Based on Assets
Office Location
1900 w 47th pl,
Suite 320,
Shawnee Mission,
KS
66205
Phone Number
816-548-4155
David is a Certified Financial Planner and financial advisor for Modern Horizons Wealth Advisors and has 27 years experience. He has a degree in Business Administration from Sioux Falls University. David has been featured in national and local media outlets seeking his financial expertise. He has been quoted in articles for Black Enterprise Magazine and Michelle Singletary's Color of Money Column and InvestmentNews, a financial trade publication. David is a regular guest on NPR's local affiliate, KCUR's Up To Date program representing The Financial Planning Association of Greater Kansas City. He has also been a regular guest on KCTV5's Better Kansas City. He is a frequent contributor to the Kansas City Call newspaper, providing financial tips in the column Financial Matters. David specializes in retirement planning and working with small business owners. He is an active member for the Financial Planning Association of Greater Kansas City and a member of the Urban Financial Services Coalition. David has been married to Doris for 29 years and they have 3 children. Their interests include international travel, golf, biking and reading. Highlights of their travels includes walking along the Great Wall of China and taking a photo safari in Kruger National Park in S. Africa.
Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you. Whether you're preparing for retirement or are in the early stages of building your wealth, we can provide assistance in four key service areas: Investments, Financial Planning, Insurance, and Employee Retirement Plans
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4934721
Firm CRD# 273039
Series 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4200 Somerset Dr,
Suite 217,
Prairie Village,
KS
66208
Phone Number
913-385-5523
Alex Petrovic, III is the president and owner of Petrovic Financial Services, a fee only financial planning and investment management firm. He is a Certified Financial Planner™ professional with 20 years of experience and is a third-generation financial advisor. Within the past ten years he was chosen to be successor for two long-time advisors and formed his own firm. Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in Finance and a minor in economics. Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners™. He is also a member of the National Association of Personal Financial Advisors (NAPFA). He has been a Rotarian since 2007 and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. Alex and his wife, Dasha, have a playful, happy 6 year-old named Benjamin and a toddler, Alex, IV..
We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation. Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families. We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 6, 63, 65
Compensation/Fee Fee-Only
Office Location
6201 College Boulevard,
Suite 150,
Overland Park,
KS
66211
Phone Number
913-491-6226
With more than eight years as an executive in the financial services industry, Joe Harrish chose to join Prime Capital Investment Advisors (PCIA) as a financial advisor so that he could apply his experience to the work of helping investors achieve their life's ambitions. In his role, Joe helps higher net-worth individuals, medical professionals and business owners establish and achieve their financial goals while leaving a positive legacy for the people they love. He uses a team-based approach to planning in order to most effectively accomplish the financial dreams of his clients. Joe started his career at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, a role that sent him across the U.S. conducting investment seminars and helping people with their financial plans. Joe was simultaneously involved with the business operations of both companies. After eight years of managing more than 270 Registered Representatives and two businesses, Joe developed an ideal foundation for starting his career as a financial advisor. Joe believes investing is an emotional process, one that requires working with someone you trust who puts your interests first. As a fiduciary, Joe is bound by a duty to put his clients' personal interests above all else. Joe's attention to detail, aptitude for listening and, above all, deep empathy are symbols of his appreciation for the clients he serves. He is supported by an experienced team of administrative, group benefits and investment products specialists. The team consistently exceeds client expectations with exceptional customer service focused on building lifelong relationships. Joe has spent his entire life building meaningful relationships in the military and civilian communities. He spent 22 years as a highly decorated active-duty officer in the Air Force, where he won numerous awards at every level. Having been named the Air Force's #1 Services Company Grade Officer of the Year, Joe exemplifies one of the most important Air Force core values, "Excellence is all we do".
Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 1780145
Firm CRD# 2936
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS
66211
Phone Number
913-339-6982
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 Summit Pointe Financial Group we play a central role as your "retirement income specialists". Whether it is discussing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no better time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Insurance Products & Annuities
Qualifications
CRD# 2084626
Firm CRD# 124839
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6900 College Blvd. Suite 440,
Overland Park,
KS
66211
Phone Number
913-323-0535
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 and then implementing an investment strategy within that framework. Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients. Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 105348
Compensation/Fee Fee-Based, Based on Assets
Office Location
5454 W 110th Street,
Overland Park,
KS
66211
Phone Number
866-273-2848
All the expertise. All the advice you need. All in-house. At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.
In-House Expertise for Every Piece of Your Financial PictureOur approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals all working together to give you the highest probability of achieving your goals. And as your life changes, we'll be here to meet your changing needs. What you can expect from Creative Planning - Fierce advocate looking out for your best interests - Wealth Managers who sit on the same side of the table to select the best investments for you - We don't sell or earn commissions on investment products - Planning-led approach that makes your money work as hard as it can for you, every day, year in and year out - A richer journey along the way to your goals a way to enjoy your wealth todayAdvisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
10925 Antioch Road,
Suite 100,
Overland Park,
KS
66210
Phone Number
913-948-9489
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC®) and Charted Life Underwriter (CLU®). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*
Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.
Advisory Services Provided:
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 216 | 448 | $234,316,557,685 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 59 | 213 | $30,734,496,748 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 36 | 2528 | $6,200,239,508 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS)
|
|
| 50 | 6381 | $4,102,344,928 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 4 | 12540 | $3,468,045,614 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOFTWARE SUBSCRIPTION FEES)
|
|
| 37 | 8 | $2,944,239,455 | A percentage of AUM
|
|
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
4400 Main Street, Kansas City, MO 64111-7709 |
77 | 3257 | $1,484,133,511 | A percentage of AUM
|
| 11 | 1978 | $583,747,824 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 607 | $275,773,516 | A percentage of AUM, Fixed fees
|
|
MID-AMERICAN WEALTH ADVISORY GROUP
7505 Nw Tiffany Springs Parkway, 4th Floor, Kansas City, MO 64153 |
10 | 1709 | $236,860,203 | A percentage of AUM
|
| 11 | 394 | $235,566,946 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 523 | $219,362,499 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 64 | 66 | $27,064,306 | A percentage of AUM
|
|
| 9 | 9 | $20,041,254 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 6 | 0 | $0 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 4520 Main St. 8th, Fl, Kansas City, MO 64111 | 816-932-7886 | |
| 4520 Main St. 8th, Fl, Kansas City, MO 64111 | 816-932-7810 | |
| 4520 Main St. 8th, Fl, Kansas City, MO 64111 | 816-932-7899 | |
| 4520 Main St. 8th, Fl, Kansas City, MO 64111 | 816-932-7643 | |
| 4520 Main St, 8th Fl, Kansas City, MO 64111 | 816-932-7609 | |
| 5901 NW 63rd Ter, Ste 130, Kansas City, MO 64151 | 816-997-9780 | |
| 5901 NW 63rd Ter, Ste 130, Kansas City, MO 64151 | 816-741-9100 | |
| 5901 NW 63rd Ter, Ste 130, Kansas City, MO 64151 | 816-997-9780 | |
| 701 E 63rd St, Kansas City, MO 64110 | 913-451-3848 | |
| 5901 NW 63rd Ter, Ste 130, Kansas City, MO 64151 | 816-741-9100 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
