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Find Best Financial Advisors in Kansas City, Missouri

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Kansas City is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Kansas City & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Kansas City?

Looking for a qualified financial advisor in Kansas City? We can help you by narrowing down your options & listing the best financial advisors in Kansas City as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Kansas City near you with the list of certified and vetted Kansas City financial advisors.

List of Qualified Financial Advisors in Kansas City, Missouri

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Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

816-268-2233

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John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City, MO 64158

913-312-1713

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Alex Petrovic

Petrovic Financial Services

4200 Somerset Dr
Suite 217

Prairie Village, KS 66208

913-385-5523

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Joe Harrish

Prime Capital Investment Advisors

6201 College Boulevard
Suite 150

Overland Park, KS 66211

913-491-6226

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Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission, KS 66211

913-339-6982

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Steven Cox

Providence Financial Advisors, LLC

6900 College Blvd. Suite 440

Overland Park, KS 66211

913-323-0535

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Creative Planning

Creative Planning

5454 W 110th Street

Overland Park, KS 66211

866-273-2848

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James Magaziner

LPL/Fort Hill Financial

21011 W. 72nd Street

Shawnee, KS 66218

913-717-7894

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James Claiborne

Financial Partners Group

10925 Antioch Road
Suite 100

Overland Park, KS 66210

913-948-9489

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Darrin Wolff

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park, KS 66210

913-901-4073

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Timothy Walla

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park, KS 66213

913-543-3836

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John Killoy

Edelman Financial Engines, LLC

210 SW Market Street

Lees Summit, MO 64063

913-312-1713

Top Financial Advisor Firms in Missouri (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
4500 Main Street, Kansas City, MO 64111-7709
105778 $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
111787 $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
311623 $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
144344 $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
147640 $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
104705 $2,944,239,455 8 A percentage of AUM
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
4400 Main Street, Kansas City, MO 64111-7709
290043 $1,484,133,511 3257 A percentage of AUM
BUTTONWOOD FINANCIAL GROUP, LLC
3013 Main Street, Kansas City, MO 64108-3323
151164 $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
111463 $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
301621 $236,860,203 1709 A percentage of AUM
MADER & SHANNON WEALTH MANAGEMENT
4717 Grand Ave., Ste 800 Kansas City, MO 64112
123741 $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
105580 $219,362,499 523 A percentage of AUM
Hourly charges
Fixed fees
UMB FINANCIAL SERVICES, INC.
928 Grand Blvd, Kansas City, MO 64106
17073 $27,064,306 66 A percentage of AUM
UMB FAMILY WEALTH, LLC
928 Grand, 6th Floor Kansas City, MO 64106
306374 $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
322617 $0 0 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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