Best Financial Advisors in Kansas City, MO

The highest-rated Financial Planning & Wealth Management companies out of 163 vetted & reviewed in the Kansas City area.

BMG Advisors

BMG Advisors "plan Your Story"

(17)
What We Do, Your Retirement Story, Property and Casualty Insurance
“Their main office is in Kansas City but they are willing to come to Liberty and meet with Liberty clients in a nice space on the Square in downtown Liberty, saving us the hassle and time of driving into the city to meet with them.”
In Business Since 1941
4700 Belleview Ave #410, Kansas City, MO
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Kansas City Credit Services

Kansas City Credit Services

(23)
Student & Pay Day Loans, Identity Theft, Charge Offs
“Donna has a vast knowledge of the credit repair industry and is actively engaged in helping make sure things are being done in the legislature for our benefit.”
In Business Since 1999
Licensed, BBB Accredited
2016 Swift St, North Kansas City, MO 64116
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Mendus & Associates

Mendus & Associates

(2)
Buy Quickbooks and Save, IRS Liens, Quicktuneup
“We were referred to Peggy at Mendus & Associates to assist with a complicated student loan-related tax issue and were thoroughly impressed.”
In Business Since 1986
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
107 Archibald Ave, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(28)
  • People
  • Evening
  • Informative
“I was looking for resources on real estate, investment and tax attorneys, I asked George.”
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)
Tax Strategies, Legacy Planning, Financial Planning
“Great place and make you feel like your their most important customer.”
In Business Since 2018
5601 NE Antioch Rd #8, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Tax Strategy, Multigenerational Wealth, Business 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 Individuals, Industries, Tax Services
“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.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
12926 N Oakland Ln, Kansas City, MO
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Horizon CPA Services

Horizon CPA Services

(2)
Bankruptcy, Quickbooks Training, Offer In Compromise
“Wonderful group of people working at this office.”
In Business Since 2010
Offers Financing Options
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 2001
Accepts All Major Credit Cards
8131 Parallel Pkwy, Kansas City, KS
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Winters & Associates

Winters & Associates

(3)
Tax Planning, Business Tax Returns, Bookkeeping
“Anyone can try to interpret their documents and fill in the boxes on some kind of software but it isn't exactly reassuring.”
In Business Since 2015
8400 NE 124th St, Kansas City, MO
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HDQ Wealth

HDQ Wealth

(2)
Founders & Owners, Other Valued Clients, Specialty Professionals
“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 1999
4717 Grand Ave #800, Kansas City, MO
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Emerald Legacy Advisors

Emerald Legacy Advisors

(1)
Planning For Retirement, Education Funding, Insurance
“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

Overview, Reporting & Analytics, Human Capital
“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 2006
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)
  • Team
  • Confidence
  • Retirement
“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, MO Cost Estimates

Minimum cost
$1240
Maximum cost
$10536
National Average
$3719
Avg Per Hour Rates
$372
$2479
$6818
Fair price range is based on 344 cost profiles
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Average Cost $3719
Minimum cost $1240
Maximum cost $10536
Avg Per Hour Rates $372

Fair range $2479 to $6818 is based on 344 cost profiles.

Why these companies made our list

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