Advisers in North Kansas City, MO

4 advisers in North Kansas City — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

Delta Wealth Solutions, LLC3001 N. Oak Trafficway · North Kansas City, MO 64116 · (816) 810-4467 · Financial planningCRD 306199 · % of assets · $103.6 million AUMState registeredNo commissions reported Flattery Wealth Management LLC1520 Clay Street, Suite F-3 · North Kansas City, MO 64116 · (816) 866-8347 · Financial planningCRD 315190 · % of assets, Hourly charges, Fixed fees · $17.5 million AUMState registeredNo commissions reported In the Game Wealth Management2103 Burlington St · North Kansas City, MO 64116 · (573) 424-8873 · Financial planningCRD 338934 · % of assets, Hourly charges, Fixed fees · $10.6 million AUMState registeredNo commissions reported Prosperity Planning1920 Buchanan Street · North Kansas City, MO 64116 · (816) 587-7526 · Financial planningCRD 298268 · % of assets, Fixed fees · $543.2 million AUMSEC registeredNo commissions reported

Talking to advisers in North Kansas City? 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.