Same Day · Independence

Same-Day Financial Advisors in Independence, MO

Can't wait a week? These financial advisors in Independence offer same-day or next-day appointments. Call now to check availability.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Independence, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Creative Planning with a 4.8-star rating from 386 Google reviews and an RNM Score of 85/100. Also in the top tier: Rayhons Financial and Wise Choices Financial, LLC. The average rating across all listed financial advisors in Independence is 5 stars from 30 reviews per business on average.

Financial advisors in Independence typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Edward Jones - Financial Advisor: Jon Klassen, AAMS®

Jon Klassen holds the AAMS® designation and is consistently ranked among the top financial advisors in Independence, reflecting a strong reputation for personalized client service.

Most Reviewed

Edward Jones - Financial Advisor: Jon Klassen, AAMS®

A higher number of reviews indicates broader client experience and trust, helping consumers gauge reliability and service consistency.

When choosing a financial advisor in Independence, consider scheduling initial consultations with a few top-ranked advisors to compare communication styles and fee structures. Also verify credentials and ask about their experience with clients in situations similar to yours.

Filter:

Local Market Snapshot

20

Businesses listed

5★

Avg rating

30

Avg reviews

Jun 13, 2026

Last updated

Top Rated Financial Advisors

4.8(386 reviews)

Trusted by hundreds of clients, earning a stellar 4.8-star average rating.

5454 W 110th St, Overland Park, KS 66211, USA
5.0(39 reviews)

Top-rated financial advisor in Independence with a perfect 5.0-star rating from 39 reviews.

1320 NE Windsor Dr, Lee's Summit, MO 64086, USA
5.0(33 reviews)

Rated 5.0 stars from 33 Google reviews, consistently earning exceptional client feedback.

3620 Arrowhead Ave Ste B-1, Independence, MO 64057, USA

Financial Advisors Rankings in Independence, MO

#BusinessRatingReviews
#1Creative Planning5454 W 110th St, Overland Park, KS 66211, USA4.8386
#2Rayhons Financial1320 NE Windsor Dr, Lee's Summit, MO 64086, USA5.039
#3Wise Choices Financial, LLC3620 Arrowhead Ave Ste B-1, Independence, MO 64057, USA5.033
#4Evans & Steele Financial14810 E 42nd St S, Independence, MO 64055, USA4.73
#5Edward Jones - Financial Advisor: Jon Klassen, AAMS®4801 S Cliff Ave Ste 202, Independence, MO 64055, USA5.01
#6Chris Athey - Edelman Financial Engines9203 MO-152, Kansas City, MO 64158, USA5.020
#7Edward Jones - Financial Advisor: Matthew J Flax, CFP®3720 Arrowhead Ave #100, Independence, MO 64057, USA5.01
#8Stewardship Capital Ltd.4200 Little Blue Pkwy #650, Independence, MO 64057, USA4.712
#9Edelman Financial Engines9203 MO-152, Kansas City, MO 64158, USA5.08
#10Edward Jones - Financial Advisor: Andrea N McMillin, ChFC®4911 S Arrowhead Dr Ste 350, Independence, MO 64055, USA5.03

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Independence

4
4.7· 3 reviews

Trusted Independence financial advisor with a strong 4.7-star rating from clients.

14810 E 42nd St S, Independence, MO 64055, USA

5
5.0· 1 reviews

Consistently earns a perfect 5.0-star rating from its clients.

4801 S Cliff Ave Ste 202, Independence, MO 64055, USA

6
5.0· 20 reviews

Exceptional 5.0-star rating from over 20 Google reviews in Independence, MO.

9203 MO-152, Kansas City, MO 64158, USA

7
5.0· 1 reviews

Clients rate this financial advisor 5.0 stars based on a small number of reviews.

3720 Arrowhead Ave #100, Independence, MO 64057, USA

8
4.7· 12 reviews

Trusted Independence financial advisor with a 4.7-star rating from 12 reviews.

4200 Little Blue Pkwy #650, Independence, MO 64057, USA

9
5.0· 8 reviews

Earns a perfect 5.0-star rating from 8 local Google reviews.

9203 MO-152, Kansas City, MO 64158, USA

10
5.0· 3 reviews

Exceptional 5.0-star rating from a small number of local Google reviews.

4911 S Arrowhead Dr Ste 350, Independence, MO 64055, USA

11
5.0· 2 reviews

An exceptional 5.0-star rating from early client reviews in Independence, MO.

4911 S Arrowhead Dr Suite 315, Independence, MO 64055, USA

12
5.0· 2 reviews

Top-rated financial advisor in Independence with a perfect 5.0-star rating from 2 reviews.

3720 Arrowhead Ave #100, Independence, MO 64057, USA

13
5.0· 1 reviews

Top-rated financial advisor in Independence with a perfect 5.0-star rating from satisfied clients.

4731 S Cochise Dr Ste 210, Independence, MO 64055, USA

14
· 0 reviews

Independent financial advisor in Independence, MO, with no customer reviews yet.

19045 E Valley View Pkwy Suite C, Independence, MO 64055, USA

15
· 0 reviews

Operates in Independence, MO, with no online customer reviews available yet.

4700 S Cedar Crest Ct, Independence, MO 64055, USA

16
5.0· 12 reviews

Rated 5.0 stars from 12 reviews, this Independence financial advisor is highly recommended.

1900 NW S Outer Rd Suite 200, Blue Springs, MO 64015, USA

17
5.0· 2 reviews

Top-rated financial advisor in Independence with a perfect 5.0-star rating from clients.

4706 S Shrank Dr D, Independence, MO 64055, USA

18
5.0· 1 reviews

Earns a perfect 5.0-star rating from a small number of client reviews.

4200 Little Blue Pkwy Ste 450, Independence, MO 64057, USA

19
5.0· 6 reviews

Trusted by clients with a perfect 5.0-star rating from 6 reviews.

4200 Little Blue Pkwy Ste 620, Independence, MO 64057, USA

20
5.0· 2 reviews

Exceptional 5.0-star rating based on a few local reviews.

3151 Rte 291 Suite C, Independence, MO 64057, USA

Data from Google Business listings
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Financial Advisors in Independence, MO — Compared

#BusinessRNM ScoreRatingReviews
1Creative Planning85/1004.8 ★386
2Rayhons Financial78/1005.0 ★39
3Wise Choices Financial, LLC77/1005.0 ★33
4Evans & Steele Financial61/1004.7 ★3
5Edward Jones - Financial Advisor: Jon Klassen, AAMS®62/1005.0 ★1
6Chris Athey - Edelman Financial Engines75/1005.0 ★20
7Edward Jones - Financial Advisor: Matthew J Flax, CFP®62/1005.0 ★1
8Stewardship Capital Ltd.67/1004.7 ★12
9Edelman Financial Engines70/1005.0 ★8
10Edward Jones - Financial Advisor: Andrea N McMillin, ChFC®66/1005.0 ★3

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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Frequently Asked Questions — Financial Advisors in Independence

What is a fiduciary financial advisor and why does it matter in Independence?

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 Independence, 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 Independence?

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: June 13, 2026.

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About This Financial Advisors Directory — Independence, MO

This page lists and ranks 20 financial advisors serving Independence, MO as of June 2026. The average verified rating across all listings is 5 stars, with an average of 30 customer reviews per business. The top-ranked financial advisors in Independence by our algorithm is Creative Planning (4.8 stars, 386 reviews). Financial advisors in Independence typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Independence: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the MO licensing board before hiring.

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