Ways to browse advisors serving Kansas City, KS

Pick a specialty or descriptor to browse more advisors serving Kansas City, KS.

By how they work

Type	Advisors
Large-firm	2,356
Flat-fee	2,195
Independent	1,141
Seasoned	1,044
CFP®-certified	715

By who they serve

Type	Advisors
High-net-worth	799
Baby Boomer	41
Gen X	7
Millennial	3

Browse by specialty

Find advisors serving Kansas City, KS who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,215
Executive	1,526
Retirement plans for business owners (SEP, solo 401k)	1,142
Tax-loss harvesting	1,125
Retired	1,122
Wealth management	1,073
Retirement income strategy	1,053
Private / alternative investments	775
ESG / Sustainable investing	604
General retirement planning	576
Active portfolio management	472
College savings (529s, UTMA, etc.)	439
Options & derivatives strategies	405
Approaching retirement	337
Annuities	327
General estate planning guidance	297
Charitable giving & philanthropy	293
HENRY (High Earners, Not Rich Yet)	285
Income planning	248
Mid-Career Professionals	202
Tax strategies for small businesses	198
Multi-generational wealth transfer	197
Passive / index investing	191
Social Security optimization	187
Cash flow / budgeting	185
Concentrated stock management	178
Business ownership considerations	175
Business exit / sale strategy	158
Values-based investing	130
Real estate investing	113
Self-Employed	112
Retirement withdrawal strategies	106
Debt management	103
General tax planning	98
Divorce financial planning	90
Financial Professional	63
Business succession planning	58
Long-term care insurance	54
Equity compensation tax strategy	49
Military & Veterans	39
Planning for children with special needs	35
Attorney	33
Married/Couples/Partners	33
Women Professionals	22
Parents	21
Established Professionals	17
Equity Recipients (RS/RSU, SOP, ESPP)	15
Religious/faith focused	13
Life insurance needs analysis	11
Charitable giving tax strategies	8
Family Business	8
Young Families	7
Educators, Teachers, and Academics	6
Technology Professional	4
Young Professionals	4
Medicare planning	3

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