Flat-fee, passive / index investing financial advisors in Kansas City, MO

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Andrew Flattery is a CFP® professional with 16 years of experience in financial advising. He is the founder of Flattery Wealth Management LLC in North Kansas City, MO. His prior career includes roles at Simple Wealth Planning LLC, Cambridge Investment Research Advisors, BMO Harris Financial Advisors, and RBC Capital Markets. Outside of advising, he is a board member of a Catholic young adult ministry and has appeared on the "Catholic Money Mastermind" podcast. Flattery Wealth Management serves primarily individual and high-net-worth clients, providing financial planning and discretionary investment portfolio management. The firm follows a value-oriented, buy-and-hold investment approach with client-specific policies and periodic rebalancing, using a mix of individual stocks, ETFs, mutual funds, and customized separately managed accounts.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.