Fee-OnlyFinder

Advisers in Lee's Summit, MO

6 advisers in Lee's Summit — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (3)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

Capital Investment Management, INC608 S.w. 3rd St. · Lee's Summit, MO 64063 · (816) 246-1212 · Financial planningCRD 113917 · % of assets, Fixed fees, Other · $558.9 million AUMSEC registeredNo commissions reportedFreedom Wealth Advisors, LLC110 Sw 3rd St · Lee's Summit, MO 64082 · (816) 820-7900 · Financial planningCRD 154270 · % of assets, Hourly charges · $104.2 million AUMState registeredNo commissions reportedOak Road Wealth Management210 Sw Market St · Lee's Summit, MO 64063 · (816) 721-9188 · Financial planningCRD 284446 · % of assets, Fixed fees · $80.1 million AUMState registeredNo commissions reportedOsborne Global Investors, INC.210 Sw Market St. · Lee's Summit, MO 64063 · (816) 633-4444 · Flat / fixed feesCRD 129128 · % of assets, Fixed fees · $13.1 million AUMState registeredNo commissions reportedRise Retirement, LLC710 Se Third Street · Lee's Summit, MO 64063 · (913) 363-7401 · Financial planningCRD 299026 · % of assets, Hourly charges, Fixed fees · $71.6 million AUMState registeredNo commissions reportedStrongbox Wealth, LLC3470 Ne Ralph Powell Road, Suite a · Lee's Summit, MO 64064 · (816) 607-5410 · Financial planningCRD 304952 · % of assets, Hourly charges, Fixed fees · $562.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Lee's Summit? 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.