Best Financial Advisors in Kansas City, KS

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Kansas City area.

Kansas City Credit Services

Kansas City Credit Services

(23)
Repossessions BK & Judgments, Debt Relief, Student & Pay Day Loans
“Donna and KC Credit Services put a rush on fixing my credit and within 60 days I was able to get the home of our dreams and qualify for 0% interest deals on appliances and furniture.”
In Business Since 1999
Licensed, BBB Accredited
2016 Swift St, North Kansas City, MO 64116
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Mendus & Associates

Mendus & Associates

(2)
IRS Levies, Non-Filed Tax Returns, Internal Controls
“We were referred to Peggy at Mendus & Associates to assist with a complicated student loan-related tax issue and were thoroughly impressed.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1987
Licensed, BBB Rating: A+
107 Archibald Ave, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(28)
  • Seminars
  • Knowledge
  • People
“George and Stacia have been great …”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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Aspire Wealth Management & Tax Center

Aspire Wealth Management & Tax Center

(23)
Workplace Benefits, Retirement Planning, Tax Strategies
“Great people and service!”
In Business Since 2018
5601 NE Antioch Rd #8, Kansas City, MO
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BMG Advisors

BMG Advisors "plan Your Story"

(17)
Medicare, Property and Casualty Insurance, Your Retirement Story
“There is no guarantee in the marketplace but it is true pleasure to have someone visit with us, always has a smile on his face and treats us like family.”
In Business Since 1942
4700 Belleview Ave #410, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Wealth Management, Retirement Planning, Tax Strategy
“), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to.”
In Business Since 2004
3013 Main St, Kansas City, MO
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LNS Accounting & Business Consultants

LNS Accounting & Business Consultants

(3)
Services For Quickbooks, Tax Services, Industries
“If you want someone who is experienced, knowledgeable, and willing to take the time to truly educate you on what is going on with your business look no further.”
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
12926 N Oakland Ln, Kansas City, MO
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Horizon CPA Services

Horizon CPA Services

(2)
Internal Controls, Get Your IRS File, Strategic Business Planning
“Wonderful group of people working at this office.”
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
851 NW 45th St #306, Kansas City, MO
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TPG Tax Prep Firm

TPG Tax Prep Firm

(12)
  • Priced
“They are highly recommended by me and I was you I would make this my first stop when it comes to taxes , financial planning , and advice when you are making decisions for your personal and business .”
In Business Since 2002
Accepts All Major Credit Cards
8131 Parallel Pkwy, Kansas City, KS
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Winters & Associates

Winters & Associates

(3)
Individuals, Tax Planning, Financial Statements
“This was my first year having them do my taxes and everything was efficient and easy.”
In Business Since 2015
8400 NE 124th St, Kansas City, MO
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HDQ Wealth

HDQ Wealth

(2)
Professional Athletes, Specialty Professionals, Other Valued Clients
“Would recommend HDQ wealth to anyone looking to better their financial wellness”
In Business Since 2019
1100 Main St UNIT 400, Kansas City, MO
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Equity Financial Services - Dan Raeber

Equity Financial Services - Dan Raeber

(2)
Personal Services, Business Services
“We have complete confidence in them handling our investments and we are very happy that we made the switch to EFS.”
In Business Since 2022
3200 NE 83rd St Suite 215, Kansas City, MO
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Mader & Shannon Wealth Management

Mader & Shannon Wealth Management

(1)
Portfolio Management, Planning Services
“I felt welcomed and comfortable and it was a very easy environment to ask questions.”
In Business Since 2002
4717 Grand Ave #800, Kansas City, MO
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Emerald Legacy Advisors

Emerald Legacy Advisors

(1)
Estate Planning and Wealth Transfer Strategies, Insurance, Education Funding
“I would trust no one else with my investments!!”
In Business Since 2023
6300 N Revere Dr Suite 250, Kansas City, MO
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Claims Recovery Services

Claims Recovery Services

(1)
“With so many scheming companies only out for themselves, it was nice working with a company that also focused on the outcome for their clients.”
In Business Since 2022
Free Initial Consultation
2825 Independence Ave #4, Kansas City, MO
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Tarsus CFO Services

Tarsus CFO Services

Financial Capital, Reporting & Analytics, Overview
“A typical Tarsus relationship begins with a concerned senior executive seeking better understanding of and focus on financial, operational and strategic business activities.”
In Business Since 2007
4900 Main St #750, Kansas City, MO
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Taxchopper / Sammy Trading Co / Ibrammy Investment INC .

Taxchopper / Sammy Trading Co / Ibrammy Investment INC .

(22)
  • Taxes
  • Knows
“I notice one time he refused to accept someone to claim his nephew in Mexico, and someone want to claim his mileage and food and rent which is illegal as he is not contractor, he was getting w2.”
3007 Independence Ave, Kansas City, MO
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Atwood & Palmer

Atwood & Palmer

(2)
“Entire staff is very communicative, polite, and helpful.”
In Business Since 2000
4520 Madison Ave STE 200, Kansas City, MO
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Greater Than Financial

Greater Than Financial

(2)
“I had been on the lookout for a new financial planner after parting ways with my previous company because the commissions were getting outrageous.”
In Business Since 2015
7280 NW 87th Terrace #210, Kansas City, MO
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Nicholson Meyer Capital Management

Nicholson Meyer Capital Management

(2)
“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”
In Business Since 2002
4600 Madison Ave, Kansas City, MO
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Wealth | KC - Financial Advisors + Wealth Management

Wealth | KC - Financial Advisors + Wealth Management

(11)
  • Market
  • Confidence
  • Team
“I am not an investor with great knowledge of the market, so I appreciate his knowledge and have great confidence in his ability to handle my investments.”
In Business Since 2015
1420 NW Vivion Rd Suite 109, Kansas City, MO
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Hawkins Financial Service

Hawkins Financial Service

(1)
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2008
1601 E 18th St #361, Kansas City, MO
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Kaufmann Financial

Kaufmann Financial

(1)
“He is very personable and offers me sage advice almost like a wise older brother.”
In Business Since 2015
10205 Leavenworth Rd, Kansas City, KS
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Sterneck Capital Management

Sterneck Capital Management

“Balancing the growth, preservation and enjoyment of wealth.”
In Business Since 2003
4510 Belleview Ave #204, Kansas City, MO
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Retirement Planning and Investment Management Services in Kansas City, KS Cost Estimates

Minimum cost
$1204
Maximum cost
$10228
National Average
$3610
Avg Per Hour Rates
$361
$2407
$6618
Typical price range is based on 436 cost profiles
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Average Cost $3610
Minimum cost $1204
Maximum cost $10228
Avg Per Hour Rates $361

Typical range $2407 to $6618 is based on 436 cost profiles.

Why these companies made our list

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