Fee-OnlyFinder

Flat / fixed fees in Kansas City, MO

18 advisers in Kansas City offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 18

Atwood & 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 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 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 reportedKansas 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 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 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 reported
Prairie 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 reportedScout Investments, INC.1201 Walnut St, 21st Floor · Kansas City, MO 64106 · (463) 777-3900 · Flat / fixed feesCRD 111787 · % of assets, Fixed fees, Performance-based fees · $36.6 billion 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 reported