Find a Financial Advisor in Clay County, MO

 

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We did the hard work of finding trustworthy partners in Clay County, MO.

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We Only Work With The Best Clay County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Clay County, MO


  • Financial Advisor Close to Clay County, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Clay County, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Clay County, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Clay County financial advisors.
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How Retirement-Friendly is Clay County, MO?

  • Population: 242,516
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $182,100
  • Average Monthly Housing Cost: $1,088
  • Average Household Income: $88,212
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)



The Top Financial Advisor Firms in Clay County, MO

 

WISE WEALTH, LLC

Website

(816) 246-9473

28 Westwoods Drive

Liberty, MO 64068

SEC#: 801-113559
Years in Business: 3 years

 


Clay County, MO Financial Advisor FAQs

There are 2 common ways financial advisors get paid to manage your money. The first way is called commission-based. An alternate method is an hourly rate where they charge a set amount per hour that you would be billed monthly whether or not it has been conducted any hour.
The first step is to identify your own needs, then ask questions about them. It is only when you are able to understand your own financial situation can financial advisors better understand your needs as well.
Financial advisors work closely with investors to determine a course of action based on what is going on in the market at that time. They will assess portfolio benchmarks, discuss market trends, and give recommendations based on their experience.
Financial advisors are commonly used to help one set up appropriate budgeting, insurance coverage, investment strategy, retirement savings plans, and others.