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As of May 2026, RatingsNearMe ranks 19 financial advisors in Kansas City, MO by verified customer ratings and review volume. The highest-rated is MOKAN Wealth Management with a 5.0-star rating from 87 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
26
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
MOKAN Wealth Management
14221 Metcalf Ave #150, Overland Park, KS 66223, USA
WATERFRONT ADVISORS
6711 W 121st St #200, Overland Park, KS 66209, USA
WEALTH | KC - Financial Advisors + Wealth Management
1420 NW Vivion Rd Suite 109, Kansas City, MO 64118, USA
Financial 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 | BMG Advisors "Plan Your Story"4700 Belleview Ave #410, Kansas City, MO 64112, USA | 5.0★ | 32 |
| #5 | Buttonwood Financial Group, LLC3013 Main St, Kansas City, MO 64108, USA | 5.0★ | 19 |
| #6 | Williams Financial Group800 E 101st Terrace #210, Kansas City, MO 64131, USA | 4.8★ | 54 |
| #7 | Kansas City Private Wealth Management3 W 63rd St #120, Kansas City, MO 64113, USA | 5.0★ | 2 |
| #8 | Prosperity Planning, Inc.1920 Buchanan St, North Kansas City, MO 64116, USA | 5.0★ | 17 |
| #9 | HDQ Wealth1100 Main St UNIT 400, Kansas City, MO 64105, USA | 5.0★ | 10 |
| #10 | Mader & Shannon Wealth Management4717 Grand Ave #800, Kansas City, MO 64112, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Kansas City
BMG Advisors "Plan Your Story"
4700 Belleview Ave #410, Kansas City, MO 64112, USA
Buttonwood Financial Group, LLC
3013 Main St, Kansas City, MO 64108, USA
Williams Financial Group
800 E 101st Terrace #210, Kansas City, MO 64131, USA
Kansas City Private Wealth Management
3 W 63rd St #120, Kansas City, MO 64113, USA
Prosperity Planning, Inc.
1920 Buchanan St, North Kansas City, MO 64116, USA
HDQ Wealth
1100 Main St UNIT 400, Kansas City, MO 64105, USA
Mader & Shannon Wealth Management
4717 Grand Ave #800, Kansas City, MO 64112, USA
Mid American Wealth
7505 NW Tiffany Springs Pkwy 4th Floor, Kansas City, MO 64153, USA
Michael M. Quarles Owner: Financial Longevity Advisory LLC
6300 N Revere Dr #225, Kansas City, MO 64151, USA
Divvi Wealth Management
220 W 18th St #202, Kansas City, MO 64108, USA
Flattery Wealth Management - CERTIFIED FINANCIAL PLANNER
1520 Clay St Suite F-3, North Kansas City, MO 64116, USA
NextGen Wealth
405 SW Waterfall Ct, Lee's Summit, MO 64081, USA
Falcon Wealth Advisors
1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205, USA
Legacy Financial Strategies
5400 College Blvd STE A, Overland Park, KS 66211, USA
FAS Wealth Partners
4747 W 135th St #100, Leawood, KS 66224, USA
Keen Wealth Advisors
7500 College Blvd # 1000, Overland Park, KS 66210, USA
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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: May 17, 2026.
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