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, 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 1941
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

(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

(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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Williams Financial Group

Williams Financial Group

(28)
  • Retirement
  • Need
  • 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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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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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

(12)
“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
1828 Walnut St 3rd floor, Kansas City, MO
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Market Advisory Group

Market Advisory Group

(2)
Retirement, Taxes, Estate Planning
“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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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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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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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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Reliant Financial Services

Reliant Financial Services

(2)
“For anyone who feels a bit overwhelmed about their situation and wants to get on track to creating a plan of attack for their loans, I would highly suggest Landon and the team at Reliant Financial Services.”
In Business Since 1998
Accepts All Major Credit Cards
1600 Genessee St # 961, 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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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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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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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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1440 Financial Partners

1440 Financial Partners

“Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. 1440 Financial Partners may offer investment advisory services in the State of...”
In Business Since 2018
1201 NW Briarcliff Pkwy Suite 233, 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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