Best Kansas City, Missouri Financial Planners
Introduction to Finding the Right Financial Planner
Navigating the world of financial planning can be daunting; however, the right financial planner can make a substantial difference in achieving your financial goals. Kansas City, Missouri, offers a plethora of financial advisors with various specializations and credentials. This article aims to guide you through the top financial planners in Kansas City, highlighting their services, expertise, and client reviews.
What to Look for in a Financial Planner
When seeking a financial planner, it’s crucial to consider several factors to ensure you find the right fit for your needs. First and foremost, check for credentials. Look for certifications such as Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Public Accountant (CPA). These designations indicate a high level of expertise and commitment to ethical practices.
-Another essential factor is the fee structure. Financial planners may charge fees based on assets under management (AUM), hourly rates, or flat fees. It’s important to understand their fee model to avoid any unexpected costs. Additionally, ensure that the planner operates with a fiduciary duty, meaning they are legally obligated to act in your best interest.
Client reviews and testimonials provide insight into the planner’s reputation and client satisfaction. Platforms like Yelp, Google Reviews, and professional associations can offer valuable feedback. Finally, consider the range of services offered, such as retirement planning, tax strategies, estate planning, and investment management.
Buttonwood Financial Group
Buttonwood Financial Group is renowned for its comprehensive wealth management services, including investment management, tax planning, and lifestyle enhancements. Located at 3013 Main St., Kansas City, KS 64108, Buttonwood boasts over $435 billion in assets under management and does not require a minimum initial investment. Clients appreciate their wrap-fee programs and competitive annual asset-based fees as low as 0.65%【10†source】.
Contact Information:
- Address: 3013 Main St., Kansas City, KS 64108
- Phone: (816) 285-9000
- Website: Buttonwood Financial Group
Frontier Wealth Management
Frontier Wealth Management offers a transparent fee-only model with a minimum investment of $250,000. They manage over $2.2 billion in assets, focusing on asset allocation and full diversification. Their office is located at 4435 Main St., Ste. 650, Kansas City, MO 64111. Frontier is known for prioritizing personalized financial strategies to meet client goals【10†source】.
-Contact Information:
- Address: 4435 Main St., Ste. 650, Kansas City, MO 64111
- Phone: (816) 753-5100
- Website: Frontier Wealth Management
Searcy Financial Services
Based in Overland Park, KS, Searcy Financial Services manages over $230 billion in assets and offers fee-only pricing models. Their expertise spans personal wealth planning and group retirement plans. Clients value their independence and focus on fiduciary duty【10†source】.
Contact Information:
- Address: 12980 Foster St., Ste. 160, Overland Park, KS 66213
- Phone: (913) 814-3800
- Website: Searcy Financial Services
Comprehensive Wealth Management Firms
Several firms in Kansas City provide a broad spectrum of wealth management services. These firms are equipped to handle complex financial needs, from investment management to estate planning.
Creative Planning
Creative Planning is a leading independent advisory firm offering comprehensive wealth management services, including tax planning, trusts, estate planning, and international services. Located at 4600 Madison Ave., Ste. 150, Kansas City, MO 64112, they are known for their customized financial strategies and dedication to client success【12†source】.
Contact Information:
- Address: 4600 Madison Ave., Ste. 150, Kansas City, MO 64112
- Phone: (800) 337-0155
- Website: Creative Planning
Financial Partners Group
Financial Partners Group in Overland Park, KS, offers a blend of financial planning and investment management. James Claiborne, a CLU®, CFS, ChFC® professional, leads the firm with 28 years of experience and manages over $115 million in assets. The firm provides fee-based services, ensuring transparency and alignment with client interests【13†source】.
Contact Information:
- Address: 10925 Antioch Road, Suite 100, Overland Park, KS 66210
- Phone: (913) 451-4501
- Website: Financial Partners Group
Specialized Financial Planning Services
For those with specific financial needs, such as retirement planning, tax strategies, or estate planning, Kansas City hosts firms with targeted expertise.
-Prosperity Planning, Inc.
Prosperity Planning, Inc. focuses on creating customized financial blueprints for their clients, addressing unique needs such as retirement planning, tax strategies, and wealth management. Their fee-only model ensures clients receive unbiased advice. Located at 1805 NW Platte Rd., Ste. 100, Kansas City, MO 64150, Prosperity Planning is dedicated to fiduciary duty and client-centric services【14†source】【16†source】.
Contact Information:
- Address: 1805 NW Platte Rd., Ste. 100, Kansas City, MO 64150
- Phone: (816) 587-7526
- Website: Prosperity Planning, Inc.
Walla Street Wealth Management, Inc.
Walla Street Wealth Management, Inc., led by Timothy Walla, CFP®, CFEd®, offers fee-based financial planning with a minimum investment of $50,000. Located at 8102 West 131st Court, Suite 1000, Overland Park, KS 66213, the firm manages $145 million in assets and specializes in comprehensive financial planning and retirement strategies【13†source】.
Contact Information:
- Address: 8102 West 131st Court, Suite 1000, Overland Park, KS 66213
- Phone: (913) 663-2323
- Website: Walla Street Wealth Management
Financial Planners with Diverse Expertise
Some financial planners offer a wide range of services, catering to diverse financial needs. These planners are ideal for clients looking for holistic financial advice.
-FORVIS Wealth Advisors
FORVIS Wealth Advisors provide comprehensive financial planning, including budget and debt management, college planning, and asset allocation. Led by Lynn Mayabb, CFP®, the firm is located at 1201 Walnut St., Suite 1700, Kansas City, MO 64106. Clients appreciate their thorough approach to financial planning and personalized advice【15†source】.
Contact Information:
- Address: 1201 Walnut St., Suite 1700, Kansas City, MO 64106
- Phone: (816) 221-6300
- Website: FORVIS Wealth Advisors
The Planned Approach
The Planned Approach offers comprehensive financial planning services, focusing on personalized financial strategies. Stephanie L. Guerin, CFP®, leads the firm located at 420 W. 98th Street, Ste. 1, Kansas City, MO 64114. Their fee-only model ensures unbiased advice, catering to various financial needs from retirement planning to investment management【15†source】.
Contact Information:
- Address: 420 W. 98th Street, Ste. 1, Kansas City, MO 64114
- Phone: (913) 558-1322
- Website: The Planned Approach
Conclusion
Choosing the right financial planner in Kansas City, Missouri, involves considering credentials, fee structures, client reviews, and the range of services offered. Whether you need comprehensive wealth management, targeted financial planning, or specialized advice, Kansas City hosts a variety of reputable financial planners dedicated to helping you achieve your financial goals. By conducting thorough research and selecting a planner that aligns with your needs, you can confidently navigate your financial future.