Best Financial Advisors in Kansas City, KS

The highest-rated Financial Planning & Wealth Management companies out of 104 vetted & reviewed in the Kansas City area.

BMG Advisors

BMG Advisors

(5)
Property and Casualty Insurance, Medicare, What We Do
“The BMG Advisor team is doing a great job communicating regularly, updating our financial plan, and responding to the changes in our lives as well as the changes in our world.”
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)
Services For Individuals, Tax Services, Business Services
“Christine made it easy, she explained everything, which after all these years of filing taxes was the first time anyone had taken the time to do, I really appreciated her time and patients.”
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
8925 N Kentucky Ct, Kansas City, MO
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Kansas City Credit Services

Kansas City Credit Services

(22)
Late Pays, Foreclosure, Short Sale Tax Liens, Student & Pay Day Loans
“I no longer use their services but I called them recently to inquire about an issue with my credit report and Michele Lambert kindly spent time to help me resolve something at no charge.”
In Business Since 1999
Licensed, BBB Accredited
2016 Swift St, North Kansas City, MO 64116
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Mendus & Associates

Mendus & Associates

(1)
Quickbooks Setup, IRS Levies, Quickanswers
“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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1986
Licensed, BBB Rating: A+
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.”
Accepts All Major Credit Cards
In Business Since 2009
CFP Certified
1805 NW Platte Rd Suite 100, Kansas City, MO
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Williams Financial Group

Williams Financial Group

(21)
  • Retirement
  • Investment
  • Informative
“I've had a wonderful time visiting with both Stacia and George, they have helped me tremendously with my retirement investments.”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Investment Management, Lifestyle Management, 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)
Tax Services, Industries, Services For Quickbooks
“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

(1)
Elder Care, Back Taxes Owed, Internal Controls
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

(8)
“The company very professional and knowledgeable in there work.”
In Business Since 2003
Accepts All Major Credit Cards
8131 Parallel Pkwy, Kansas City, KS
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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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HDQ Wealth

HDQ Wealth

(1)
Executives, Entrepreneurs, Professional Athletes
“Friendly and Helpful”
In Business Since 2019
1828 Walnut St 3rd floor, Kansas City, MO
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Mader & Shannon Wealth Management

Mader & Shannon Wealth Management

(1)
Complete Portfolio Analysis/Review, Qualified Plan Rollovers, Pension Plans
“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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Mid American Wealth

Mid American Wealth

(4)
“You can tell they take pride in their work and put the client first.”
In Business Since 2018
7505 NW Tiffany Springs Pkwy 4th Floor, 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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Tarsus CFO Services

Tarsus CFO Services

Reporting & Analytics, Financial Capital, 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 2004
4900 Main St #750, Kansas City, MO
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Wealth | KC - Financial Advisors + Wealth Management

Wealth | KC - Financial Advisors + Wealth Management

(3)
“Happy to do business with Shean!”
In Business Since 2015
1420 NW Vivion Rd Suite 109, Kansas City, MO
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Greater Than Financial

Greater Than Financial

(3)
“He communicates extremely well and very quickly.”
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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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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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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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 453 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 453 cost profiles.

Why these companies made our list

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