Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Jackson County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Jackson County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Jackson County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
18.2% of Jackson County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Jackson County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Jackson County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Jackson County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Jackson County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Missouri has unique laws defining which actions trigger a taxable event and has the 12th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Jackson County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Jackson County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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: 13 years

UMB FAMILY WEALTH, LLC

Website

(800) 842-9999

928 Grand
6th Floor
Kansas City, MO 64106

SEC#: 801-117738
Years in Business: 1 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: 13 years

THE PLANNED APPROACH

Website

(816) 941-0098

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

SEC#: 801-118945
Years in Business: 0 years

BUTTONWOOD FINANCIAL GROUP, LLC

Website

(816) 285-9000

3013 Main Street

Kansas City, MO 64108

SEC#: 801-70536
Years in Business: 11 years

PRAIRIE CAPITAL MANAGEMENT, LLC

Website

(816) 531-1101

4900 Main Street, Suite 700

Kansas City, MO 64112

SEC#: 801-71609
Years in Business: 10 years