Find a Financial Planner in Kansas City, MO

 

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We Only Work With The Best KC 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 Kansas City, MO


  • Financial Advisor Close to Kansas City, 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 Kansas City Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Kansas City area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Kansas City include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.3% of Kansas City's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Kansas City area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Kansas City area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Kansas City area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Kansas City 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 Kansas City 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Kansas City area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Kansas City, 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 Kansas City, MO

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

  • Population: 486,404
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $169,200
  • Average Monthly Housing Cost: $986
  • Average Household Income: $75,137
  • 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 Kansas City, 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