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Best Financial Advisors in Kansas City

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Kansas City, KS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Kansas City, KS

Business Description

Need help contacting a Financial Advisor in Kansas City? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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BMG Advisors logo

BMG Advisors

4700 Belleview Avenue, Kansas City, MO 64112
  • Certified Financial Planner (CFP)

Business Description

BMG Advisors is a financial advisory firm that serves individuals in Kansas City. Its financial planning services include assisting its clients in building strategies designed to help them manage their personal goals. It also provides investment management solutions, including managing costs and risks. Additionally, customers can subscribe to the firm's Prologue program, which offers monthly financial coaching. Its partner and lead planner, Jennifer Malone, is a Certified Financial Planner who has been a financial advisor since 2007. She is also a Chartered Mutual Fund Counselor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Buttonwood Financial Group, LLC logo

Buttonwood Financial Group, LLC

3013 Main St, KCMO, MO 64108
  • Certified Financial Planner (CFP)

Business Description

Buttonwood Financial Group, LLC, is a wealth management firm that serves families, individuals, and businesses in Kansas City. Its wealth management services include investment management and cash flow coordination. It also offers lifestyle enhancements services, which includes personal bills payment, QuickBooks coordination, and private aircraft consulting. Assistance with tax strategies, estates and legacies, life transitions, and insurance planning is also available. The firm's president, Jon McGraw, is a Certified Financial Planner and a Chartered Mutual Fund Counselor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (22)
Facebook
5.0 / 5 (7)
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Compass Wealth Management, LLC logo
Visit WebsiteWebsite

Compass Wealth Management, LLC

Visit WebsiteWebsite
1201 Walnut Street, Kansas City, MO 64106
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Established in 1982, Compass Wealth Management, LLC, is an independent financial advisory firm that serves clients in Kansas City and the surrounding areas. It helps clients manage their wealth through various services, such as financial planning, estate planning, investment planning, retirement planning, and risk management planning. It also offers advice in money management, education funding, goal setting, and business succession. The firm's founder, James E. Warren, Jr., is an active community member and supports the Marine Corps Scholarship Foundation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Diversified Solutions logo
Visit WebsiteWebsite

Diversified Solutions

Visit WebsiteWebsite
1251 Northwest Briarcliff Parkway, Kansas City, MO 64116
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Based in Kansas City, Diversified Solutions is a financial advisory firm that deals with retirement income planning and investment services. The company guides its clients in handling their finances under three key areas, which are growing, preserving, and giving assets. Its team of advisors performs wealth management, asset protection strategies, and IRA legacy planning. Moreover, Diversified Solutions is headed by Brad Buckler, who has been working in the financial services industry for more than 25 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Falcon Wealth Advisors logo
Visit WebsiteWebsite

Falcon Wealth Advisors

Visit WebsiteWebsite
1900 Shawnee Mission Parkway, Mission Woods, KS 66205
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Falcon Wealth Advisors is a financial planning and investment management firm serving Kansas City. It works with pre-and post-retirees and their children. It serves pre- and post-retirees and their children. It aids in retirement, estate, and tax planning, as well as the use of asset allocation and concentrated stock management. CEO and co-founder Jake Falcon is a Chartered Retirement Planning Counselor who has been in the financial services industry for over 10 years. He was named one of the Best-In-State Wealth Advisors in Kansas by Forbes in 2021.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Kansas City Retirement Planning logo

Kansas City Retirement Planning

6800 College Boulevard, Overland Park, KS 66210
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

Kansas City Retirement Planning offers tailored services and advice to families and business owners throughout the area. The firm's financial planning process involves analyzing clients' objectives and current financial situations and creating strategies that are aligned with their goals. These strategies cover retirement planning, cash flow analysis, and insurance policies. Moreover, its financial advisors help clients in tracking their plans and provide ongoing guidance on investments. Johnathan Hines, a senior financial advisor of the firm, is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (31)
Modern Horizons Wealth Advisors logo

Modern Horizons Wealth Advisors

1900 West 47th Place, Westwood, KS 66205
  • Estate Planning
  • Retirement Planning

Business Description

Modern Horizons Wealth Advisors is a financial planning and investment management firm serving clients in Kansas City and the surrounding areas. Portfolio construction, investment monitoring, stock selection, financial statement analysis, and asset allocation are all part of the company's investment management services. It also offers insurance for life, business, personal, and liability purposes. Modern Horizons Wealth Advisors is a publicly-traded company that is a subsidiary of LPL Financial. Its financial advisors have a combined industry experience of more than 50 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
NextGen Wealth logo

NextGen Wealth

405 Southwest Waterfall Court, Lee's Summit, MO 64081
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

NextGen Wealth is financial planning firm that provides personalized services and advice to clients in Kansas City and the surrounding areas. It caters to a diverse clientele, including business professionals and entrepreneurs. It prepares clients for plotting their goals for retirement, college savings, and career. The firm also offers a range of services that involve cash flow analysis, investment management, and estate planning. Founder Clint Haynes is a Certified Financial Planner and has been in the field of financial services since 2001.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (35)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Prosperity Planning logo
Visit WebsiteWebsite

Prosperity Planning

Visit WebsiteWebsite
1805 Northwest Platte Road, Kansas City, MO 64150
  • Certified Financial Planner (CFP)

Business Description

Prosperity Planning provides financial advice and personalized services to clients in Kansas City. Its financial planning process involves working with clients to determine their needs and goals and analyzing clients' financial aspects such as income, Social Security benefits, expenses, and insurance policies. Its CFP professionals assist clients in building strategies that help expand investments, reduce taxes, and protect estates. President Cindy Richey has been in the financial industry for more than 20 years and has been featured in Ingram's magazine.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Simple Wealth Planning logo
Visit WebsiteWebsite

Simple Wealth Planning

Visit WebsiteWebsite
1520 Clay Street, North Kansas City, MO 64116
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Led by Andy Flattery, Simple Wealth Planning caters to clients in Kansas City and its neighboring communities. It works with clients to create and maintain a financial plan tailored to their goals and circumstances. Flattery and his staff can review a client's portfolio, analyze their current debt, and perform risk management services. The company recommends life insurance coverage to its clients when necessary. Flattery is a Certified Financial Planner. He hosts a podcast where he discusses financial lessons with Kansas City professionals.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Symphonic Financial Advisors logo

Symphonic Financial Advisors

1251 Northwest Briarcliff Parkway, Kansas City, MO 64116
  • Certified Financial Planner (CFP)

Business Description

Symphonic Financial Advisors has been providing financial management solutions to Kansas City since 2005. Its services include financial planning, wealth management, and insurance guidance. It helps clients develop investment strategies based on their risk tolerance and financial goals. Furthermore, it assists with elder care and special needs planning. The company has 16 offices nationwide and 27 registered financial advisors managing over $750 million on behalf of clients. Symphonic is an acquired company of the City National Bank.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.