Fee-OnlyFinder

% of assets managed in Kansas City, MO

26 advisers in Kansas City offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 26

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 reportedMid-American Wealth Advisory Group7505 Nw Tiffany Springs Parkway, 4th Floor · Kansas City, MO 64153 · (816) 640-5888 · % of assets managedCRD 301621 · % of assets · $335.6 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 reportedNuance Investments, LLC4900 Main Street, Suite 220 · Kansas City, MO 64112 · (816) 743-7080 · % of assets managedCRD 148534 · % of assets · $984.3 million 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 reportedSchram, Lori106 E. 104th St · Kansas City, MO 64114 · (405) 948-7700 · % of assets managedCRD 329637 · % of assets · $8.1 million AUMState 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 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