A complete list of active advisors currently associated with Flattery Wealth Management LLC

Warmer can help you find a great advisor at Flattery Wealth Management LLC or one who fits your needs even better.

Flattery Wealth Management serves primarily individual and high-net-worth clients, offering financial planning and discretionary investment portfolio management; the firm reports managing approximately $17.47 million across about 58 client households. Financial planning is offered on an hourly, fixed-project, or recurring basis, while investment management fees are billed as a percentage of assets under management. The firm describes a fundamental value, buy-and-hold investment approach that emphasizes setting an appropriate strategic asset allocation via a client-specific investment policy statement and periodic rebalancing. Portfolios are constructed from individual stocks, ETFs, and actively managed mutual funds, and separately managed accounts are customized to household guidelines, including the ability to retain pre-existing securities or impose investment restrictions. Noteworthy deviations from many solo independent advisers include the firm’s disclosure and advertising of performance results, and an unusually detailed treatment of cryptocurrency (bitcoin) risks with an explicit practice to limit bitcoin exposure relative to a client’s risk tolerance. The brochure also highlights operational features that differ from some peers: use of an institutional custodian platform (Altruist), a policy that clients retain proxy voting authority, and a disclosure that professional liability insurance is not currently carried for Kansas clients.

To learn more about the advisors currently working at Flattery Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Flattery	North Kansas City, MO	16

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support