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

(5)
What We Do, Property and Casualty Insurance, Prologue
“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 1943
4700 Belleview Ave #410, Kansas City, MO
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Nosbush Tax and Accounting Services

Nosbush Tax and Accounting Services

(28)
Tax Services, Services For Individuals, Business Services
“She also continues to learn and keep abreast of all the net new tax codes each year, so I appreciate that she is always learning throughout the year and provides that value right back to her clients come tax season again.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
8925 N Kentucky Ct, Kansas City, MO
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Kansas City Credit Services

Kansas City Credit Services

(22)
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

(1)
Buy Quickbooks and Save, IRS Liens, Quicktuneup
“They take the time to ask the right questions and the care to make sure everything is as it should be when preparing your returns.”
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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Prosperity Planning

Prosperity Planning

(2)
“Cindy, Rachael, and the team have provided excellent financial guidance.”
In Business Since 2007
Accepts All Major Credit Cards
CFP Certified
1805 NW Platte Rd Suite 100, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(21)
  • Family
  • Investment
  • Retirement
“Even with my smaller account they treat me like a big invested and like family.”
In Business Since 2015
800 E 101st Terrace #210, 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

(1)
Bankruptcy, Quickbooks Training, Offer In Compromise
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

(8)
“Excellent working with Bryan for almost 20 years!!”
In Business Since 2001
Accepts All Major Credit Cards
8131 Parallel Pkwy, Kansas City, KS
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Mader & Shannon Wealth Management

Mader & Shannon Wealth Management

(1)
Retirement Cash Flow Planning and Projections, Comprehensive Financial Planning, Qualified Plan Rollovers
“I felt welcomed and comfortable and it was a very easy environment to ask questions.”
In Business Since 2001
4717 Grand Ave #800, Kansas City, MO
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HDQ Wealth

HDQ Wealth

(1)
Young Professionals, Business Owners, Entrepreneurs
“Friendly and Helpful”
In Business Since 2019
1828 Walnut St 3rd floor, 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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Compass Wealth Management

Compass Wealth Management

Changing Your Perspective
“Everything begins with understanding your story and confirming compatibility through a unique discovery process. We offer personalized recommendations to match your needs and goals. At Compass Wealth Management, we specialize in tailoring financial p...”
In Business Since 2013
1201 Walnut, 1201 Walnut St UNIT 400, Kansas City, MO
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Mid American Wealth

Mid American Wealth

(4)
“Very pleased with their ideas on retirement, and what needs to be done to be comfortable financially in retirement.”
In Business Since 2018
7505 NW Tiffany Springs Pkwy 4th Floor, 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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Wealth | KC - Financial Advisors + Wealth Management

Wealth | KC - Financial Advisors + Wealth Management

(3)
“He helps with the big things like future financial plans to everyday questions like taxes and budgets.”
In Business Since 2015
1420 NW Vivion Rd Suite 109, Kansas City, MO
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Greater Than Financial

Greater Than Financial

(3)
“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 Suite 210, 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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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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Market Advisory Group

Market Advisory Group

(2)
“We feel comfortable with Johnathon because he got to know us first and then he worked with us to determine what we wanted in retirement.”
In Business Since 2014
6300 N Revere Ave Suite 230, Kansas City, MO
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Hawkins Financial Service

Hawkins Financial Service

(1)
“Very professional and prompt.”
In Business Since 2008
1601 E 18th St #361, Kansas City, MO
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Salim Nadir Ali Agency

Salim Nadir Ali Agency

(1)
“Independent Agent - have access to many reputable companies like AIG, Allianz, Midland, Athene, Nationwide, etc”
In Business Since 1997
4021 Sterling Ave #1309, Kansas City, MO
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Reliant Financial Services

Reliant Financial Services

(1)
“Sandy is extremely professional and responsive.”
In Business Since 2000
1600 Genessee St # 961, 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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