Choosing a great financial advisor in Lee’s Summit matters because your financial goals deserve a trusted local partner who understands the Kansas City metro’s unique economic landscape and the community’s values. Whether you’re planning for retirement, saving for a child’s education, or navigating a career transition, the right advisor can make all the difference. Locals should look for credentials, a clear fee structure, and a track record of personalized service—qualities that the following top-rated advisors in Lee’s Summit consistently deliver.
- Oak Road Wealth Management — 210 SW Market St, Lee's Summit, MO 64063, USA | With a perfect 5.0-star rating from 14 reviews, Oak Road Wealth Management is a standout choice for residents seeking comprehensive financial planning in the heart of downtown Lee’s Summit. Their boutique approach means clients receive tailored strategies without the corporate runaround, and the strong local reputation speaks to their commitment to long-term relationships.
- Edward Jones - Financial Advisor: Brian Ross, CFP®|AAMS®|CRPC™ — 3550 NE Ralph Powell Rd #200, Lee's Summit, MO 64064, USA | Brian Ross brings multiple designations—CFP, AAMS, and CRPC—to the table, earning a 5.0-star rating from 4 clients in the northeast part of town. His office near Ralph Powell Road makes it convenient for families in the Summit Woods area, and his holistic planning approach covers everything from retirement income to estate strategies.
- Modern Wealth Management - Lee's Summit — 211A NW Executive Way, Lee's Summit, MO 64063, USA | This firm offers a fresh, fee-only model that appeals to locals who want transparent pricing, reflected in their 5.0-star rating from 4 reviews. Located in the NW Executive Way business district, Modern Wealth Management focuses on aligning investments with your life goals rather than pushing products, a philosophy that resonates with cost-conscious Lee’s Summit clients.
- Edward Jones - Financial Advisor: Joel Wilson, CFP® — 192 NW Oldham Pkwy, Lee's Summit, MO 64081, USA | Joel Wilson’s office on Oldham Parkway serves the growing northwest side of the city, and his 5.0-star rating (4 reviews) highlights his ability to simplify complex financial decisions for busy professionals. As a CFP, he offers disciplined retirement planning and tax-sensitive investment advice that helps clients feel confident about their future.
- Edward Jones - Financial Advisor: Laura A Hudson, AAMS® — 500 SW Market St # C, Lee's Summit, MO 64063, USA | Laura Hudson’s convenient location near the historic downtown square pairs a 5.0-star rating from 3 reviews with her Accredited Asset Management Specialist designation. She’s known for taking time to understand each client’s full picture, making her a favorite among small-business owners and retirees in the 64063 zip code.
- Edward Jones - Financial Advisor: Kevin T Carpenter — 500 SW Market St STE F, Lee's Summit, MO 64063, USA | Sharing the same Market Street address as Laura Hudson, Kevin Carpenter earns a 5.0-star rating from his first reviewer, a testament to his attentive service. He focuses on building personalized portfolios for local families, and his office’s central location makes it easy to stop by for a quarterly check-in.
- Beyond Wealth Advisors — 600 SW Jefferson St #208, Lee's Summit, MO 64063, USA | Tucked into the Jefferson Street professional corridor, Beyond Wealth Advisors has a perfect 5.0-star rating from its first client, signaling a strong start for this newer practice. They emphasize a “beyond the numbers” philosophy, helping clients align their money with what truly matters—whether that’s philanthropy, travel, or legacy planning.
- Edward Jones - Financial Advisor: Matt Knehans, AAMS® — 120 SW 2nd St Suite 102, Lee's Summit, MO 64063, USA | Matt Knehans’ office on 2nd Street is steps from downtown dining and shopping, and his 5.0-star rating (1 review) reflects the kind of white-glove service that makes clients feel heard. With his AAMS credential, he’s especially skilled at building diversified portfolios that weather market ups and downs.
- Freedom Wealth Advisors — 110 SW 3rd St, Lee's Summit, MO 64063, USA | Located just a block off the square, Freedom Wealth Advisors has earned a 5.0-star rating from its first reviewer, a promising sign for locals seeking independent, conflict-free advice. They take a holistic view of wealth, incorporating tax strategies and risk management into every plan, which is ideal for clients who want more than just investment picks.
- Tom C. Wood, Jr, SVP, Financial Advisor, LPL — 609 Rte 291, Lee's Summit, MO 64086, USA | Serving the eastern side of town near Route 291, Tom Wood brings the resources of LPL Financial with a 5.0-star rating from one satisfied client. As a senior vice president, he offers deep experience in retirement income planning and estate coordination, making him a solid choice for pre-retirees looking for a steady hand.
When hiring a financial advisor in Lee’s Summit, the best time to start is before a major life change—like a job switch, inheritance, or nearing retirement—so you have time to build a strategy rather than react. Ask potential advisors how they are compensated (fee-only, fee-based, or commission) and whether they serve as a fiduciary, meaning they are legally required to put your interests first. For ongoing planning and investment management, a fair price in Lee’s Summit typically ranges from 0.5% to 1.2% of assets under management annually, or a flat fee of $1,500–$3,000 for a one-time plan, depending on complexity.