Find a Financial Advisor in Jackson County, MO

 

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

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We Only Work With The Best Jackson 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 Jackson County, MO


  • Financial Advisor Close to Jackson 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 Jackson 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 Jackson County, MO

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

  • Population: 696,216
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $158,700
  • Average Monthly Housing Cost: $961
  • Average Household Income: $74,788
  • 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 Jackson County, MO

 

COMMERCE INVESTMENT ADVISORS, INC.

Website

(816) 234-2000

922 Walnut Street, 4th Fl.

Kansas City, MO 64106

SEC#: 801-60083
Years in Business: 20 years

VANTAGE INVESTMENT PARTNERS, LLC

Website

(816) 569-1373

4900 Main Street, Suite 410

Kansas City, MO 64112

SEC#: 801-62034
Years in Business: 18 years

TOWER WEALTH MANAGERS

Website

(816) 859-7520

One Ward Parkway

Kansas City, MO 64112

SEC#: 801-68636
Years in Business: 14 years

UMB FAMILY WEALTH, LLC

Website

(800) 842-9999

928 Grand
6th Floor
Kansas City, MO 64106

SEC#: 801-117738
Years in Business: 2 years

SCOUT INVESTMENTS, INC.

Website

(800) 521-1195

1201 Walnut St
21st Floor
Kansas City, MO 64106

SEC#: 801-60188
Years in Business: 20 years

NICHOLSON CAPITAL MANAGEMENT, INC.

Website

(816) 931-5757

4600 Madison Avenue
Suite 150
Kansas City, MO 64112

SEC#: 801-113175
Years in Business: 3 years

FRONTIER WEALTH MANAGEMENT, LLC

Website

(816) 753-5100

4435 Main Street
Ste 650
Kansas City, MO 64111

SEC#: 801-68048
Years in Business: 14 years

THE PLANNED APPROACH

Website

(816) 941-0098

420 W. 98th Street
Suite 1
Kansas City, MO 64114

SEC#: 801-118945
Years in Business: 1 years

BUTTONWOOD FINANCIAL GROUP, LLC

Website

(816) 285-9000

3013 Main Street

Kansas City, MO 64108

SEC#: 801-70536
Years in Business: 12 years

 


Jackson County, MO Financial Advisor FAQs

Financial advisors typically get paid one of two ways - either they charge clients for their work, or they are compensated through some form of commission.
You should ask the financial advisor these questions: Is he or she licensed and qualified to do business or conduct investments in my state? What training certificates does this person have? What past work experience does this person have?
Financial advisory is defined as to give professional guidance and assistance in the management of personal funds and investment portfolios.
Yes, everyone needs a financial advisor. An independent financial advisor can educate you on all of your options and help you choose high quality investments that match the time horizon and risk tolerance for an individual's specific situation.