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Find Top Financial Advisors in Kansas City, Missouri

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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.

Finding the Top Financial Advisor in Kansas City, Missouri
Last Updated - 25-Nov-2022

Kansas City has 12 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 79 non-vetted advisors in your local area. These financial advisors in Kansas City, Missouri have an average of 24 years of experience.

NOTE: The list of financial advisors in Kansas City, Missouri mentioned below do 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.

Qualified Financial Advisors in Kansas City, Missouri
Financial Advisor Experience AUM Minimum Assets Fee Structure
Alec Bethurum
STERNECK CAPITAL
4510 Belleview Ste 204,
Kansas City, MO 64111
25 $300mm Not Specified Not Specified
John Killoy
Certified Fund Specialist (CFS®), CRPC®
EDELMAN FINANCIAL ENGINES, LLC
9203 NE 152 Highway,
Kansas City, MO 64158
17 Not Specified Not Specified Fee-Based
Alex Petrovic
CFP®
PETROVIC FINANCIAL SERVICES
4200 Somerset Dr,
Suite 217,
Prairie Village, KS 66208
20 $162,000,000 $500,000 Fee-Only
Joe Harrish
PRIME CAPITAL INVESTMENT ADVISORS
6201 College Boulevard,
Suite 150,
Overland Park, KS 66211
16 Not Specified Not Specified Fee-Only
Jay Steinbock
RFC®
SUMMIT POINTE FINANCIAL GROUP.
10965 Granda Lane,
Suite 106,
Shawnee Mission, KS 66211
32 Not Specified None Fee-Based
Steven Cox
CFA®
PROVIDENCE FINANCIAL ADVISORS, LLC
6900 College Blvd. Suite 440,
Overland Park, KS 66211
35 78000000+ $100,000 Fee-Only
Creative Planning
CREATIVE PLANNING
5454 W 110th Street,
Overland Park, KS 66211
Not Disclosed $224,627,486,308** Not Specified Fee-Based
James Magaziner
MBA
LPL/FORT HILL FINANCIAL
21011 W. 72nd Street,
Shawnee, KS 66218
32 Not Specified $50,000 Fee-Based
James Claiborne
CLU®, CFS, ChFC®
FINANCIAL PARTNERS GROUP
10925 Antioch Road,
Suite 100,
Overland Park, KS 66210
28 115000000 Not Specified Fee-Based
Darrin Wolff
AAMS®
EDELMAN FINANCIAL ENGINES, LLC
11095 Metcalf Avenue,
Overland Park, KS 66210
29 Not Specified Not Specified Fee-Based
Timothy Walla
CFP®, CFEd®
WALLA STREET WEALTH MANAGEMENT, INC.
8102 West 131st Court, Suite 1000,
Overland Park, KS 66213
23 $145,000,000+ $50.000+ Fee-Based
John Killoy
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
210 SW Market Street,
Lees Summit, MO 64063
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Kansas City

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

About Sterneck Capital

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# 4641240
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 9203 NE 152 Highway,
Kansas City,
MO
64158
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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 seven 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 new baby boy, Alex, IV (aka Winky).

About Petrovic Financial Services

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".

About Prime Capital Investment Advisors

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.


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

About Summit Pointe Financial Group.

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 discusing 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 beter 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

About 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 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

About Creative Planning

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 Picture

Our 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 today

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1059970
Firm CRD# 6413
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 21011 W. 72nd Street,
Shawnee,
KS
66218
Phone Number 913-717-7894

With over 30 years of experience in the financial services industry. Jim began his financial career with Prudential Securities in Lower Manhattan in the mid 1980's. He then transitioned to Butcher & Singer in Philadelphia where he was involved with both institutional and individual investors.
Jim also served extensively in the trust areas of PNC Bank and National Penn Bank in various investment related roles in personal, institutional and retirement plan areas. Prior to joining LPL Financial, Jim built advisory practices at Raymond James and AXA. Jim received his MBA and BS degrees from Temple University. He holds his Series 7, Series 66 securities registrations through LPL Financial and Life, Health and Disability licenses. Jim resides in Shawnee, KS. He enjoys playing the piano and is a weekend warrior on the local tennis courts

About LPL/Fort Hill Financial

HELPING YOU PURSUE FINANCIAL INDEPENDENCE
Fort Hill Financial focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short-term and long-term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.
INDEPENDENCE POWERED BY LPL FINANACIAL:
The logo of Fort Hill Financial prominently features the logo of LPL Financial. That's because Fort Hill Financial is supported by the resources of LPL Financial, the nation's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2022, based on total revenue. This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, 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.*

About Financial Partners Group

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


Qualifications CRD# 2401672
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 11095 Metcalf Avenue,
Overland Park,
KS
66210
Phone Number 913-901-4073

I have over 29 years of experience in the financial services industry serving individuals, families and business owners. My clients and their families are my concern and most become good friends. Money is not everything, it is a tool. But it's always nice to have a hammer around when you need one!

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4122373
Firm CRD# 14869
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 8102 West 131st Court, Suite 1000,
Overland Park,
KS
66213
Phone Number 913-543-3836

Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 23 years experience managing investment, retirement, tax, and estate plans for individual and family wealth. The focus of Tim's practice is on reducing risk and optimizing returns for retirees, engineers, executives, doctors, business owners and professional athletes. He is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005). Call 913-543-3836 or click to schedule a Free 15-Minute "Ask Anything" Phone Call with Tim.

About Walla Street Wealth Management, Inc.

Walla Street Wealth Management, Inc. is an independent financial services firm providing professional advice in the areas of investment management, tax planning strategies, retirement planning, and estate planning. Our team has 50+ years experience in personal wealth planning and serves as a fiduciary by providing each of our clients with objective financial guidance, clearly communicating our recommendations, and proactively guiding our clients to achieve their financial goals. As an independent advisor you can be certain that the strategies, products and services we recommend to you are the most competitive in the industry. We take a comprehensive approach to your planning. It's vital that we both clearly understand the "why" behind your plan and "what" your wealth means to you. Through our comprehensive planning process, we will clearly discover "how" to help you achieve each of your financial goals and objectives.

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4641240
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 210 SW Market Street,
Lees Summit,
MO
64063
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Kansas City, Missouri (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
4500 Main Street,
Kansas City, MO 64111-7709
$234,316,557,685 448 A percentage of AUM
Fixed fees
Performance Based
SCOUT INVESTMENTS, INC.
1201 Walnut St , 21st Floor,
Kansas City, MO 64106
$30,734,496,748 213 A percentage of AUM
Fixed fees
Performance Based
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
4900 Main Street , Suite 700,
Kansas City, MO 64112
$6,200,239,508 2528 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS)
FRONTIER WEALTH MANAGEMENT, LLC
4435 Main Street , Ste 650,
Kansas City, MO 64111
$4,102,344,928 6381 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
RETIREMENT BENCHMARK, LLC
4600 Madison Suite 650,
Kansas City, MO 64112
$3,468,045,614 12540 A percentage of AUM
Hourly charges
Fixed fees
Other (SOFTWARE SUBSCRIPTION FEES)
COMMERCE INVESTMENT ADVISORS, INC.
1000 Walnut Street, 15th Fl.,
Kansas City, MO 64106-1809
$2,944,239,455 8 A percentage of AUM
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
4400 Main Street,
Kansas City, MO 64111-7709
$1,484,133,511 3257 A percentage of AUM
BUTTONWOOD FINANCIAL GROUP, LLC
3013 Main Street,
Kansas City, MO 64108-3323
$583,747,824 1978 A percentage of AUM
Hourly charges
Fixed fees
STERNECK CAPITAL MANAGEMENT LLC
4510 Belleview Avenue , Suite 204,
Kansas City, MO 64111
$275,773,516 607 A percentage of AUM
Fixed fees
MID-AMERICAN WEALTH ADVISORY GROUP
7505 Nw Tiffany Springs Parkway , 4th Floor,
Kansas City, MO 64153
$236,860,203 1709 A percentage of AUM
MADER & SHANNON WEALTH MANAGEMENT
4717 Grand Ave. , Ste 800,
Kansas City, MO 64112
$235,566,946 394 A percentage of AUM
Hourly charges
Fixed fees
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
4600 Madison Avenue , Suite 150,
Kansas City, MO 64112
$219,362,499 523 A percentage of AUM
Hourly charges
Fixed fees
UMB FINANCIAL SERVICES, INC.
928 Grand Blvd,
Kansas City, MO 64106
$27,064,306 66 A percentage of AUM
UMB FAMILY WEALTH, LLC
928 Grand , 6th Floor,
Kansas City, MO 64106
$20,041,254 9 A percentage of AUM
Fixed fees
Performance Based
MN WEALTH ADVISORS, LLC
1310 E 104th Street , Suite 300,
Kansas City, MO 64131
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Kansas City, Missouri*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amanda Johnson
    Inquire with Amanda
    4520 Main St. 8th, Fl, Kansas City, MO  64111 816-932-7886
    Archie P Kangethe
    Inquire with Archie
    4520 Main St. 8th, Fl, Kansas City, MO  64111 816-932-7810
    Andrew M Saunders
    Inquire with Andrew
    4520 Main St. 8th, Fl, Kansas City, MO  64111 816-932-7899
    Brad Welch
    Inquire with Brad
    4520 Main St. 8th, Fl, Kansas City, MO  64111 816-932-7643
    Benjamin J Panos
    Inquire with Benjamin
    4520 Main St, 8th Fl, Kansas City, MO  64111 816-932-7609
    Jerry K Fuller
    Inquire with Jerry
    5901 NW 63rd Ter, Ste 130, Kansas City, MO  64151 816-997-9780
    Eli Ward
    Inquire with Eli
    5901 NW 63rd Ter, Ste 130, Kansas City, MO  64151 816-741-9100
    David Sims
    Inquire with David
    5901 NW 63rd Ter, Ste 130, Kansas City, MO  64151 816-997-9780
    Richard Kevan Myers
    Inquire with Richard
    701 E 63rd St, Kansas City, MO  64110 913-451-3848
    Ward, Fuller & Associates
    Inquire with Ward,
    5901 NW 63rd Ter, Ste 130, Kansas City, MO  64151 816-741-9100
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      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?