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Financial planning in Lee's Summit, MO

5 advisers in Lee's Summit offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

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 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