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Williams Financial Group
- Investment
- Retirement Planning
- People
“I've had a wonderful time visiting with both Stacia and George, they have helped me tremendously with my retirement investments.”
Best Financial Advisors near Kansas City, KS
We have one firm in Kansas City on file, and it is on this list, along with 23 from Kansas City, MO (22, 10 mi) and Liberty, MO (1, 18 mi).
Data verified October 18, 2026
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Aspire Wealth Management & Tax Center
- Priced
- Investments
- Turbotax
“We started using this group several years ago and have been pleased with the level of service and professionalism.”
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BMG Advisors "plan Your Story"
“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.”
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Buttonwood Financial Group
- Community
“), 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.”
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Horizon CPA Services
“Wonderful group of people working at this office.”
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Winters & Associates
“This was my first year having them do my taxes and everything was efficient and easy.”
The 24 firms listed for Kansas City, KS provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Kansas City, KS
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 163 reviews; 18 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), investment management (3), insurance (2), retirement planning (2) and tax planning (2). 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kansas City take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Equity Financial Services - Dan Raeber
“We have complete confidence in them handling our investments and we are very happy that we made the switch to EFS.”
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HDQ Wealth
“Would recommend HDQ wealth to anyone looking to better their financial wellness”
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Emerald Legacy Advisors
“I would trust no one else with my investments!!”
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Mader & Shannon Wealth Management
“I felt welcomed and comfortable and it was a very easy environment to ask questions.”
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Claims Recovery Services
“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.”
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Atwood & Palmer
“Entire staff is very communicative, polite, and helpful.”
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Nicholson Meyer Capital Management
“Have used Nicholson capital management for over a decade and could not be happier with the company, its' people, the service or the results”
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Greater Than Financial
“I had been on the lookout for a new financial planner after parting ways with my previous company because the commissions were getting outrageous.”
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Wealth | KC - Financial Advisors + Wealth Management
- Confidence
- Market
- 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.”
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Kaufmann Financial
“He is very personable and offers me sage advice almost like a wise older brother.”
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Hawkins Financial Service
“Very professional and prompt.”
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Spencer Financial Services
- Financial Advisor
“If you are looking for someone who can turn the often daunting world of finance into a warm, welcoming, and truly human experience, look no further than Stevie Green at Spencer Financial.”
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Compass Wealth Management
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Commerce Trust
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Sterneck Capital Management
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Mission Peak Capital
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Advanced Financial Solutions
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Schmitt Mulhern
“Ben is one of the most down-to-earth, honest lawyers I have had the honor of representing me.”
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
Why these companies made our list
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