Find a Financial Advisor in Lee's Summit, MO

 

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We Only Work With The Best Lee's Summit Financial Advisors


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

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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 Lee’s Summit, MO


  • Financial Advisor Close to Lee’s Summit, 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 Lee's Summit, 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 Lee's Summit, MO

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

  • Population: 97,275
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $1,293
  • Average Household Income: $111,337
  • 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 Lee's Summit, MO

 

MADISON WEALTH ADVISORS, LLC

Website

(816) 683-4600

400 Sw Longview Blvd.
Suite 280
Lee'S Summit, MO 64081

SEC#: 801-118638
Years in Business: 1 years

STRONGBOX WEALTH, LLC

Website

(816) 607-5410

3470 Ne Ralph Powell Road
Suite A
Lee'S Summit, MO 64064

SEC#: 801-117141
Years in Business: 2 years

CAPITAL INVESTMENT MANAGEMENT, INC

Website

(816) 246-1212

608 S.W. 3rd St.

Lee'S Summit, MO 64063

SEC#: 801-76972
Years in Business: 9 years

WISE WEALTH, LLC

Website

(816) 246-9473

11 Se 2nd St.

Lee'S Summit, MO 64063

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

BARBER FINANCIAL GROUP

Website

(816) 554-3736

211A Nw Executive Way

Lee'S Summit, MO 64063

SEC#: 801-72065
Years in Business: 10 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(414) 431-9300

200 Ne Missouri Road
Suite 301
Lee'S Summit, MO 64086

SEC#: 801-56865
Years in Business: 22 years

RETIREMENT PLAN ADVISORS, LLC

Website

(816) 686-4685

500 Sw Market Street
Ste. E
Lee'S Summit, MO 64063

SEC#: 801-63261
Years in Business: 17 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(414) 431-9300

200 Ne Missouri Road
Suite 301
Lee'S Summit, MO 64086

SEC#: 801-56865
Years in Business: 22 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(414) 431-9300

200 Ne Missouri Road
Suite 301
Lee'S Summit, MO 64086

SEC#: 801-56865
Years in Business: 22 years

 


Lee’s Summit, MO Financial Advisor FAQs

The best way to find a good advisor is through your personal networks. Institutional connections are helpful, but an individual who has done well for another person you know is worth five institutional connections. Ask to see samples of what they have done before signing the papers. When you do sign them always remember that this person can take custody of your assets and investments so therefore need to trust them with all of it.
The cost of a financial advisor depends on the type of asset management being offered as well as how many assets need to be managed. Types of asset management include individual stocks and bonds, mutual funds, Exchange traded funds (ETFs) and also specialties such as currencies or trading accounts.
Are you fee-only or commission based? How do you establish your rates? What is the difference between commissions, fees, and imputed fees? What are some of your work philosophies? Do you do holistic planning or only tax optimization for example? What methods of asset allocation do you use to balance risk levels with expected returns expectations.
Financial advisors provide services to help their clients reach long-term financial goals. Services can range from investment allocation, to retirement plans like pensions and Roth IRAs, to tax strategies.