Verified · Kansas City
Trusted Financial Advisors in Kansas City, MO
Trust matters when you're inviting a pro into your home or business. These financial advisors in Kansas City have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Kansas City, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is MOKAN Wealth Management with a 5.0-star rating from 87 Google reviews and an RNM Score of 83/100. Also in the top tier: WATERFRONT ADVISORS and WEALTH | KC - Financial Advisors + Wealth Management. The average rating across all listed financial advisors in Kansas City is 4.9 stars from 26 reviews per business on average.
Financial advisors in Kansas City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Flattery Wealth Management - CERTIFIED FINANCIAL PLANNER
Flattery Wealth Management stands out as the top-ranked advisor due to its combination of a CERTIFIED FINANCIAL PLANNER credential and strong local reputation in Kansas City.
Most Reviewed
Flattery Wealth Management - CERTIFIED FINANCIAL PLANNER
A high review count indicates broad client trust and consistent service quality, making it a reliable choice for prospective clients.
When choosing a financial advisor in Kansas City, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
26
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
87 reviews maintain a perfect 5.0-star rating for this Kansas City financial advisor.
14221 Metcalf Ave #150, Overland Park, KS 66223, USA5.0 stars from 86 reviews, reflecting exceptional client satisfaction in Kansas City.
6711 W 121st St #200, Overland Park, KS 66209, USA5.0 stars from 47 reviews, reflecting exceptional client satisfaction in Kansas City.
1420 NW Vivion Rd Suite 109, Kansas City, MO 64118, USAFinancial Advisors Rankings in Kansas City, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | MOKAN Wealth Management14221 Metcalf Ave #150, Overland Park, KS 66223, USA | 5.0★ | 87 |
| #2 | WATERFRONT ADVISORS6711 W 121st St #200, Overland Park, KS 66209, USA | 5.0★ | 86 |
| #3 | WEALTH | KC - Financial Advisors + Wealth Management1420 NW Vivion Rd Suite 109, Kansas City, MO 64118, USA | 5.0★ | 47 |
| #4 | Mader & Shannon Wealth Management4717 Grand Ave #800, Kansas City, MO 64112, USA | 5.0★ | 2 |
| #5 | BMG Advisors "Plan Your Story"4700 Belleview Ave #410, Kansas City, MO 64112, USA | 5.0★ | 32 |
| #6 | Keen Wealth Advisors7500 College Blvd # 1000, Overland Park, KS 66210, USA | 4.9★ | 27 |
| #7 | HDQ Wealth1100 Main St UNIT 400, Kansas City, MO 64105, USA | 5.0★ | 10 |
| #8 | Buttonwood Financial Group, LLC3013 Main St, Kansas City, MO 64108, USA | 5.0★ | 19 |
| #9 | NextGen Wealth405 SW Waterfall Ct, Lee's Summit, MO 64081, USA | 4.8★ | 51 |
| #10 | Prosperity Planning, Inc.1920 Buchanan St, North Kansas City, MO 64116, USA | 5.0★ | 17 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Kansas City
Consistently rated 5.0 stars from a small number of Google reviews.
4717 Grand Ave #800, Kansas City, MO 64112, USA
Kansas City financial advisor with a perfect 5.0-star rating from over 30 reviews.
4700 Belleview Ave #410, Kansas City, MO 64112, USA
4.9-star rating from 27 reviews reflects exceptional client satisfaction.
7500 College Blvd # 1000, Overland Park, KS 66210, USA
5.0 stars from 10 reviews, reflecting strong client satisfaction in Kansas City.
1100 Main St UNIT 400, Kansas City, MO 64105, USA
Rated 5.0 stars from nearly 20 reviews in Kansas City.
3013 Main St, Kansas City, MO 64108, USA
Trusted by clients with a 4.8-star rating from over 50 reviews in Kansas City.
405 SW Waterfall Ct, Lee's Summit, MO 64081, USA
Kansas City financial advisor with a perfect 5.0-star rating from 17 Google reviews.
1920 Buchanan St, North Kansas City, MO 64116, USA
Kansas City financial advisor with a 4.8-star rating from 54 Google reviews.
800 E 101st Terrace #210, Kansas City, MO 64131, USA
Rated 4.1 stars from 12 Google reviews, this Kansas City financial advisor offers solid local service.
7505 NW Tiffany Springs Pkwy 4th Floor, Kansas City, MO 64153, USA
Rated 5.0 stars from 7 reviews, this Kansas City financial advisor is highly regarded.
1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205, USA
Rated 5.0 stars from 4 Google reviews, reflecting exceptional client satisfaction.
1520 Clay St Suite F-3, North Kansas City, MO 64116, USA
5.0-star rating from 3 Google reviews reflects exceptional client satisfaction.
220 W 18th St #202, Kansas City, MO 64108, USA
Rated 5.0 stars from 2 Google reviews, this Kansas City advisor earns exceptional client praise.
6300 N Revere Dr #225, Kansas City, MO 64151, USA
Exceptional 5.0-star rating from a small number of Google reviews.
3 W 63rd St #120, Kansas City, MO 64113, USA
Exceptional 5.0-star rating from 26 reviews in Kansas City, MO.
5400 College Blvd STE A, Overland Park, KS 66211, USA
Rated 4.7 stars from 12 Google reviews, this Kansas City financial advisor is highly trusted.
4747 W 135th St #100, Leawood, KS 66224, USA
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Financial Advisors in Kansas City, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | MOKAN Wealth Management | 83/100 | 5.0 ★ | 87 |
| 2 | WATERFRONT ADVISORS | 83/100 | 5.0 ★ | 86 |
| 3 | WEALTH | KC - Financial Advisors + Wealth Management | 79/100 | 5.0 ★ | 47 |
| 4 | Mader & Shannon Wealth Management | 64/100 | 5.0 ★ | 2 |
| 5 | BMG Advisors "Plan Your Story" | 77/100 | 5.0 ★ | 32 |
| 6 | Keen Wealth Advisors | 75/100 | 4.9 ★ | 27 |
| 7 | HDQ Wealth | 71/100 | 5.0 ★ | 10 |
| 8 | Buttonwood Financial Group, LLC | 75/100 | 5.0 ★ | 19 |
| 9 | NextGen Wealth | 76/100 | 4.8 ★ | 51 |
| 10 | Prosperity Planning, Inc. | 74/100 | 5.0 ★ | 17 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Kansas City
What is a fiduciary financial advisor and why does it matter in Kansas City?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kansas City, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kansas City?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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