Advisers in Liberty, MO

3 advisers in Liberty — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

First Class Capital221 N Jefferson Ave · Liberty, MO 64068 · (816) 726-5339 · Financial planningCRD 329109 · % of assets, Fixed fees, Performance-based fees · $10.0 million AUMState registeredNo commissions reported Snider Talbot Financial Planning LLC12 West Kansas Street, Suite D · Liberty, MO 64068 · (816) 223-4149 · Financial planningCRD 144026 · % of assets, Hourly charges, Fixed fees · $62.8 million AUMState registeredNo commissions reported White Sand Wealth Management131 S Water Street · Liberty, MO 64068 · (816) 429-6743 · Financial planningCRD 304614 · % of assets, Hourly charges, Fixed fees · $172.4 million AUMSEC registeredNo commissions reported

Talking to advisers in Liberty? 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.