Top financial advisors in Kansas City, MO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your financial future in Kansas City, MO, especially if you're planning for early retirement or aiming to achieve financial independence. A common mistake is underestimating how local cost of living impacts your retirement savings and withdrawal strategies.
- Local cost of living insight. Ask how they factor Kansas City's relatively low expenses into your retirement timeline and spending plan.
- Early retirement planning. Confirm they model your savings and withdrawals to support a FIRE (financial independence, retire early) goal without running short.
- Tax and income sequencing. Discuss how they manage income sources and tax implications to stretch your retirement funds effectively.
- Experience with diverse clients. Look for advisors who have guided clients through various life stages and financial complexities in the Kansas City area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joseph D
Series 66
North Kansas City, MO
Edward Jones
Joseph Dolan, based in North Kansas City, MO, offers wealth management and tax-loss harvesting services through Edward Jones, a large firm with a broad network and diverse advisory programs. His background includes experience with business owners and executives, and he charges up to 1.35% annually, which may suit clients seeking comprehensive support in managing multi-generational wealth and retirement planning.
Experience: 0 years
Avg account: $246,728
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Andrew F
CFP®, Series 63, Series 66
North Kansas City, MO
Flattery Wealth Management LLC
Andrew Flattery offers tailored financial planning in North Kansas City, MO, with 15 years of experience and CFP® certification, making him well-equipped to address local cost of living and early retirement goals. His firm uses a fundamental value, buy-and-hold investment approach and offers flat-fee and hourly pricing, distinguishing him from advisors with traditional AUM-based fees.
Experience: 15 years
Avg account: $301,265
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Mark W
Series 63, Series 65
North Kansas City, MO
Private Client Services, LLC
Mark Wenzl brings 43 years of experience to clients in North Kansas City, MO, offering expertise in options and derivatives strategies along with tax-loss harvesting, which can be valuable for managing retirement income and tax sequencing. His firm, Private Client Services, LLC, serves a diverse clientele including high-net-worth individuals and trusts, providing flexible fee options such as flat fees and hourly rates, distinguishing him from advisors with more limited fee structures.
Experience: 44 years
Avg account: $157,643
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Lars R
Series 66
North Kansas City, MO
Independent Financial Group, LLC
Lars Ragan offers extensive experience in wealth management and retirement plans for business owners, making him well-suited for clients in Kansas City aiming for early retirement or financial independence. His firm provides a range of fee structures including flat fees and AUM-based fees, and serves diverse clients such as individuals and corporations, which may offer broader financial planning options compared to other advisors in the area.
Experience: 26 years
Avg account: $474,424
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Steven W
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Steven Winget offers financial guidance in Kansas City, MO, with nine years of experience and a Series 66 designation, supporting wealth management and active portfolio management. His affiliation with UMB Financial Services provides access to model-based and manager-driven investment strategies, including fixed income and equity options, with a 1.45% AUM fee, distinguishing him through institutional-level resources and independent advisory status.
Experience: 10 years
Avg account: $2,390
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