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Financial planning in Kansas City, MO

24 advisers in Kansas City offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 24

American Century Investments Private Client Group, INC.4400 Main Street · Kansas City, MO 64111 · (816) 531-5575 · Financial planningCRD 290043 · % of assets · $2.3 billion AUMSEC registeredNo commissions reportedAtwood & Palmer, INC.4520 Madison Avenue, Suite 200 · Kansas City, MO 64111 · (816) 931-2266 · Financial planningCRD 104995 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedBluevine Advice800 E. 101st Terrace, Suite 350 · Kansas City, MO 64131 · (816) 652-2352 · Financial planningCRD 311530 · % of assets, Fixed fees · $5.4 million AUMState registeredNo commissions reportedButtonwood Financial Group, LLC3013 Main Street · Kansas City, MO 64108 · (816) 285-9000 · Financial planningCRD 151164 · % of assets, Hourly charges, Fixed fees · $659.5 million AUMSEC registeredNo commissions reportedCobb Wealth Management, LLC1050 West Blue Ridge Blvd. · Kansas City, MO 64145 · (816) 350-9500 · Financial planningCRD 146147 · % of assets, Hourly charges · $36.5 million AUMState registeredNo commissions reportedCraft & Sage Wealth2500 Summit Street, #103 · Kansas City, MO 64108 · (816) 436-9939 · Financial planningCRD 323565 · % of assets, Hourly charges, Fixed fees · $306.8 million AUMSEC registeredNo commissions reportedDiversified Wealth Advisors, LLC1251 Nw Briarcliff Parkway, Suite 140 · Kansas City, MO 64116 · (816) 984-8620 · Financial planningCRD 311903 · % of assets · $138.0 million AUMSEC registeredNo commissions reportedDivvi Wealth Management220 W 18th Street, Suite 202 · Kansas City, MO 64108 · (816) 237-8137 · Financial planningCRD 318241 · % of assets, Hourly charges, Other · $127.4 million AUMSEC registeredNo commissions reportedGreystone Capital Partners Group LLC616 East 63rd Street, Suite 201 · Kansas City, MO 64110 · (913) 562-2882 · Financial planningCRD 312326 · % of assets, Hourly charges, Fixed fees · $101.3 million AUMState registeredNo commissions reportedHdq Wealth1100 Main Street, Ste. 400 · Kansas City, MO 64105 · (913) 283-4423 · Financial planningCRD 313427 · % of assets, Hourly charges, Fixed fees · $49.2 million AUMState registeredNo commissions reported
Kansas City Private Wealth Management, LLC3 W 63rd Street, Suite 120 · Kansas City, MO 64113 · (816) 214-8344 · Financial planningCRD 172528 · % of assets, Hourly charges, Fixed fees · $103.9 million AUMState registeredNo commissions reportedMader & Shannon Wealth Management4717 Grand Ave., Ste 800 · Kansas City, MO 64112 · (816) 751-0585 · Financial planningCRD 123741 · % of assets, Hourly charges · $269.4 million AUMSEC registeredNo commissions reportedModern Wealth Management, LLC1712 Main Street, Suite 400 · Kansas City, MO 64108 · (913) 393-1000 · Financial planningCRD 324624 · % of assets, Hourly charges, Fixed fees · $10.9 billion AUMSEC registeredNo commissions reportedNicholson Meyer Capital Management, INC.4600 Madison Avenue, Suite 150 · Kansas City, MO 64112 · (816) 931-5757 · Financial planningCRD 105580 · % of assets, Hourly charges, Fixed fees · $338.1 million AUMSEC registeredNo commissions reportedOpine Financial Advisors3903 Main Street · Kansas City, MO 64111 · (816) 960-3773 · Financial planningCRD 128091 · Hourly chargesState registeredNo commissions reportedPandi, LLC300 Wyandotte Street, Suite 301 · Kansas City, MO 64105 · (913) 437-9900 · Financial planningCRD 330112 · Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedPrairie Capital Management Group, LLC4900 Main Street, Suite 700 · Kansas City, MO 64112 · (860) 596-8126 · Financial planningCRD 311623 · % of assets, Hourly charges, Fixed fees · $7.1 billion AUMSEC registeredNo commissions reportedRyan Poage & CO.4435 Main St., Suite 750 · Kansas City, MO 64111 · (816) 531-4555 · Financial planningCRD 157432 · % of assets, Fixed fees · $114.2 million AUMSEC registeredNo commissions reportedSarver Vrooman Wealth Advisors LLC9237 Ward Parkway, Suite 320 · Kansas City, MO 64114 · (816) 601-1150 · Financial planningCRD 332699 · % of assets, Fixed fees · $452.2 million AUMSEC registeredNo commissions reportedSonas Financial Group, INC.9229 Ward Parkway, Suite 300 · Kansas City, MO 64114 · (816) 753-2210 · Financial planningCRD 122547 · % of assets, Hourly charges, Fixed fees · $149.8 million AUMSEC registeredNo commissions reportedSterneck Capital Management LLC1251 Nw Briarcliff Pkwy, Ste 95 · Kansas City, MO 64116 · (816) 531-2254 · Financial planningCRD 111463 · % of assets, Fixed fees, Other · $327.9 million AUMSEC registeredNo commissions reportedTax Favored Retirement8500 Ne Sam Ray Rd · Kansas City, MO 64156 · (816) 534-8615 · Financial planningCRD 298519 · % of assets, Hourly charges, Fixed fees · $41.2 million AUMState registeredNo commissions reportedTwin Robins Capital751 E 63rd Street, Suite 120-F · Kansas City, MO 64110 · (816) 200-1289 · Financial planningCRD 329990 · % of assets, Fixed fees · $32.7 million AUMState registeredNo commissions reportedUmb Financial Services, INC.928 Grand Blvd, 4th Floor · Kansas City, MO 64106 · (816) 842-2222 · Financial planningCRD 17073 · % of assets · $5.0 million AUMSEC registeredNo commissions reported