MODERN WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$10.90B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
102 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
913-393-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MO, KANSAS CITY
27 advisers found
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
Kansas City, MO
AUM
$7.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
860-596-8126
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
Kansas City, MO
AUM
$2.33B
Financial PlanningWealth MgmtInstitutional
Team
105 employees
Clients
101-250
Fees
Percentage of AUM
816-531-5575
ATWOOD & PALMER, INC.
Kansas City, MO
AUM
$2.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
816-931-2266
PANDI, LLC
Kansas City, MO
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
913-437-9900
BUTTONWOOD FINANCIAL GROUP, LLC
Kansas City, MO
AUM
$659.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
816-285-9000
SARVER VROOMAN WEALTH ADVISORS LLC
Kansas City, MO
AUM
$452.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
816-601-1150
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
Kansas City, MO
AUM
$338.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-931-5757
STERNECK CAPITAL MANAGEMENT LLC
Kansas City, MO
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
816-531-2254
CRAFT & SAGE WEALTH
Kansas City, MO
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-436-9939
MADER & SHANNON WEALTH MANAGEMENT
Kansas City, MO
AUM
$269.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
816-751-0585
SONAS FINANCIAL GROUP, INC.
Kansas City, MO
AUM
$149.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
816-753-2210
DIVVI WEALTH MANAGEMENT
Kansas City, MO
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
8162378137
RYAN POAGE & CO.
Kansas City, MO
AUM
$114.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816) 531-4555
DIVERSIFIED WEALTH ADVISORS, LLC
Kansas City, MO
AUM
$104.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
816-984-8620
KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$103.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
816-214-8344
GREYSTONE CAPITAL PARTNERS GROUP LLC
Kansas City, MO
AUM
$101.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
913-562-2882
DELTA WEALTH SOLUTIONS, LLC
Kansas City, MO
AUM
$95.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
816-810-4467
UMB PRIVATE WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$68.4M
Financial PlanningWealth MgmtInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
816-860-7000
HDQ WEALTH
Kansas City, MO
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
913-283-4423
TAX FAVORED RETIREMENT
Kansas City, MO
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
816-534-8615
COBB WEALTH MANAGEMENT, LLC
Kansas City, MO
AUM
$36.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
816-350-9500
TWIN ROBINS CAPITAL
Kansas City, MO
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816)-200-1289
BLUEVINE ADVICE
Kansas City, MO
AUM
$5.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
816-652-2352
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