Fee-OnlyFinder

Advisers in Independence, MO

2 advisers in Independence — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Equity Wealth Partners, LLC4700 S Cedar Crest CT · Independence, MO 64055 · (816) 373-1068 · Financial planningCRD 317224 · % of assets, Hourly charges, Fixed fees · $258.6 million AUMSEC registeredNo commissions reportedStewardship Capital4200 Little Blue Parkway, Suite 650 · Independence, MO 64057 · (816) 833-6650 · Financial planningCRD 110944 · % of assets, Fixed fees · $168.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Independence? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.