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As of June 2026, RatingsNearMe ranks 18 financial advisors in Lee's Summit, MO by verified customer ratings and review volume. The highest-rated is Oak Road Wealth Management with a 5.0-star rating from 14 verified reviews. Also in the top tier: Summit Pointe Financial Group and Modern Wealth Management - Lee's Summit. The average rating across all listed financial advisors in Lee's Summit is 4.8 stars from 4 reviews per business on average.
Financial advisors in Lee's Summit typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
4
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Oak Road Wealth Management
210 SW Market St, Lee's Summit, MO 64063, USA
Summit Pointe Financial Group
2641 NE McBaine Dr, Lee's Summit, MO 64064, USA
Modern Wealth Management - Lee's Summit
211A NW Executive Way, Lee's Summit, MO 64063, USA
Financial Advisors Rankings in Lee's Summit, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Oak Road Wealth Management210 SW Market St, Lee's Summit, MO 64063, USA | 5.0★ | 14 |
| #2 | Summit Pointe Financial Group2641 NE McBaine Dr, Lee's Summit, MO 64064, USA | 4.5★ | 13 |
| #3 | Modern Wealth Management - Lee's Summit211A NW Executive Way, Lee's Summit, MO 64063, USA | 5.0★ | 4 |
| #4 | Beyond Wealth Advisors600 SW Jefferson St #208, Lee's Summit, MO 64063, USA | 5.0★ | 1 |
| #5 | Wealth Enhancement Group11 SE 2nd St, Lee's Summit, MO 64063, USA | 4.4★ | 13 |
| #6 | Freedom Wealth Advisors110 SW 3rd St, Lee's Summit, MO 64063, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Brian Ross, CFP®|AAMS®|CRPC™3550 NE Ralph Powell Rd #200, Lee's Summit, MO 64064, USA | 5.0★ | 4 |
| #8 | Capital Investment Management608 SW 3rd St, Lee's Summit, MO 64063, USA | 4.3★ | 6 |
| #9 | Tom C. Wood, Jr, SVP, Financial Advisor, LPL609 Rte 291, Lee's Summit, MO 64086, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Matt Knehans, AAMS®120 SW 2nd St Suite 102, Lee's Summit, MO 64063, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Lee's Summit
Beyond Wealth Advisors
600 SW Jefferson St #208, Lee's Summit, MO 64063, USA
Wealth Enhancement Group
11 SE 2nd St, Lee's Summit, MO 64063, USA
Freedom Wealth Advisors
110 SW 3rd St, Lee's Summit, MO 64063, USA
Edward Jones - Financial Advisor: Brian Ross, CFP®|AAMS®|CRPC™
3550 NE Ralph Powell Rd #200, Lee's Summit, MO 64064, USA
Capital Investment Management
608 SW 3rd St, Lee's Summit, MO 64063, USA
Tom C. Wood, Jr, SVP, Financial Advisor, LPL
609 Rte 291, Lee's Summit, MO 64086, USA
Edward Jones - Financial Advisor: Matt Knehans, AAMS®
120 SW 2nd St Suite 102, Lee's Summit, MO 64063, USA
Edward Jones - Financial Advisor: Joel Wilson, CFP®
192 NW Oldham Pkwy, Lee's Summit, MO 64081, USA
Beacon Financial Advisors
200 NE Missouri Rd, Lee's Summit, MO 64086, USA
Edward Jones - Financial Advisor: Laura A Hudson, AAMS®
500 SW Market St # C, Lee's Summit, MO 64063, USA
Edward Jones - Financial Advisor: Tom Wilson
400 SW Longview Blvd Ste 250, Lee's Summit, MO 64081, USA
Edward Jones - Financial Advisor: Kevin T Carpenter
500 SW Market St STE F, Lee's Summit, MO 64063, USA
Friedline Financial
107 SW Market St STE A, Lee's Summit, MO 64063, USA
Edward Jones - Financial Advisor: Brian Sandy, CFP®|AAMS®|CRPC™|CRPS™
200 SE Douglas St Ste 105, Lee's Summit, MO 64063, USA
Edward Jones - Financial Advisor: Lauren Berry, CFP®
24 NW Chipman Rd A, Lee's Summit, MO 64063, USA
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Frequently Asked Questions — Financial Advisors in Lee's Summit
What is a fiduciary financial advisor and why does it matter in Lee's Summit?
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 Lee's Summit, 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 Lee's Summit?
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 1, 2026.
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