Ways to browse advisors serving Kansas City, MO

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

By how they work

Type	Advisors
Large-firm	2,413
Flat-fee	2,177
Independent	1,164
Seasoned	1,063
CFP®-certified	726

By who they serve

Type	Advisors
High-net-worth	803
Baby Boomer	41
Gen X	7
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,266
Executive	1,531
Retired	1,442
Tax-loss harvesting	1,323
Wealth management	1,184
Retirement plans for business owners (SEP, solo 401k)	1,162
Retirement income strategy	1,076
Private / alternative investments	781
ESG / Sustainable investing	609
General retirement planning	593
Active portfolio management	491
College savings (529s, UTMA, etc.)	462
Options & derivatives strategies	409
Approaching retirement	341
General estate planning guidance	302
Charitable giving & philanthropy	299
Cash flow / budgeting	282
Income planning	246
Annuities	244
Mid-Career Professionals	204
Multi-generational wealth transfer	204
Tax strategies for small businesses	198
Social Security optimization	194
Business ownership considerations	191
Concentrated stock management	179
Business exit / sale strategy	161
Passive / index investing	155
Values-based investing	130
Real estate investing	114
Self-Employed	114
Debt management	111
Retirement withdrawal strategies	109
Business succession planning	99
General tax planning	98
Divorce financial planning	93
HENRY (High Earners, Not Rich Yet)	79
Financial Professional	63
Long-term care insurance	55
Equity compensation tax strategy	51
Military & Veterans	41
Planning for children with special needs	35
Attorney	33
Married/Couples/Partners	33
Women Professionals	23
Parents	21
Established Professionals	19
Religious/faith focused	19
Doctor or Medical Professional	14
Equity Recipients (RS/RSU, SOP, ESPP)	14
Life insurance needs analysis	12
Charitable giving tax strategies	9
Family Business	8
Young Families	7
Educators, Teachers, and Academics	6
Young Professionals	5
Technology Professional	4
Medicare planning	3

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