What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Kansas City, MO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Kansas City, MO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Dan Reiter
CFP®, CPA
Prosperity Planning, Inc.
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits Review, Advice on Stock Options and Restricted Stock, Charitable Giving Strategies
Fee-only financial advisor in Kansas City, MO, serving pre-retirees, divorcees, business owners and entrepreneurs, and high-income women.
Alex Borgardts
CPA/PFS, CFP®
Next Bloom Wealth
Gladstone, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial advisor located in located in Kansas City in the Gladstone neighborhood north of downtown. Serving clients locally and across the country. Plan well. Retire confidently.
Tracy St. John
M.S. Personal Financial Planning , RICP®
Financial Avenues LLC
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Anaylsis, Estate Planning, Insurance Analysis
Fee-Only financial planner located in Kansas City, MO, offering services locally or virtually. The firm works on an hourly basis with or without investment management. Investment management is based on a flat fee and not a percent of assets.
Joel Huet
CFP®, CTFA, CISP
White Sand Wealth Management
Liberty, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Liberty, MO, serving clients locally and across the country
Wakefield Hare
CFP®
Greater Than Financial
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kansas City, MO serving clients in the Kansas City Northland and across the United States.
Tom Kaminski
CFP®, CRPC®
Twin Robins
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation
I help high income professionals, often with equity compensation, build a thoughtful long term tax and investment plan. I also help two-income families with young children get organized and make optimal decisions with their competing goals.
Kristine McKinley
CFP®, CPA
Beacon Financial Advisors, LLC
Lee's Summit, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning firm located in Kansas City, Missouri, serving the greater Kansas City and Overland Park area
Tyler Landes
CFP®, AIF®
Tandem Financial Guidance
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kansas City, MO, serving clients locally and across the country
Ashley Dickson
CFP®
Next Bloom Wealth LLC
Gladstone, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial advisor located in located in Kansas City in the Gladstone neighborhood north of downtown. Serving clients locally and across the country. Plan well. Retire confidently.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
