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Same-Day Financial Advisors in Lee's Summit, MO
Can't wait a week? These financial advisors in Lee's Summit offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Lee's Summit, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Oak Road Wealth Management with a 5.0-star rating from 14 Google reviews and an RNM Score of 73/100. Also in the top tier: Summit Pointe Financial Group and Wealth Enhancement Group. 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 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wealth Enhancement Group
This firm stands out as a top-ranked choice due to its comprehensive wealth management services, strong industry reputation, and broad client base in Lee's Summit.
Most Reviewed
Wealth Enhancement Group
A high number of reviews reflects consistent client engagement and provides a reliable measure of overall satisfaction for potential clients.
When selecting a financial advisor in Lee's Summit, consider the firm's fee structure, range of services, and whether the advisor's expertise aligns with your specific financial goals. It's also wise to schedule initial consultations with multiple firms to compare approaches and ensure a good personal fit.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
4
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Expert financial guidance rated 5.0 stars from 14 Google reviews in Lee's Summit.
210 SW Market St, Lee's Summit, MO 64063, USATrusted by locals with a 4.5-star rating from 13 reviews.
2641 NE McBaine Dr, Lee's Summit, MO 64064, USAKnown for 4.4 stars from 13 Google reviews in Lee's Summit.
11 SE 2nd St, Lee's Summit, MO 64063, USAFinancial 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 | Wealth Enhancement Group11 SE 2nd St, Lee's Summit, MO 64063, USA | 4.4★ | 13 |
| #4 | Friedline Financial107 SW Market St STE A, Lee's Summit, MO 64063, USA | 4.6★ | 9 |
| #5 | Capital Investment Management608 SW 3rd St, Lee's Summit, MO 64063, USA | 4.3★ | 6 |
| #6 | Modern Wealth Management - Lee's Summit211A NW Executive Way, Lee's Summit, MO 64063, USA | 5.0★ | 4 |
| #7 | Edward Jones - Financial Advisor: Joel Wilson, CFP®192 NW Oldham Pkwy, Lee's Summit, MO 64081, USA | 5.0★ | 4 |
| #8 | Edward Jones - Financial Advisor: Laura A Hudson, AAMS®500 SW Market St # C, Lee's Summit, MO 64063, USA | 5.0★ | 3 |
| #9 | Beacon Financial Advisors200 NE Missouri Rd, Lee's Summit, MO 64086, USA | 3.5★ | 2 |
| #10 | Edward Jones - Financial Advisor: Brian Sandy, CFP®|AAMS®|CRPC™|CRPS™200 SE Douglas St Ste 105, 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
Trusted Lee's Summit financial advisor with 4.6 stars from 9 Google reviews.
107 SW Market St STE A, Lee's Summit, MO 64063, USA
Trusted locally with a solid 4.3★ rating from 6 reviews.
608 SW 3rd St, Lee's Summit, MO 64063, USA
Exceptional 5.0-star rating from four Google reviews for reliable financial guidance.
211A NW Executive Way, Lee's Summit, MO 64063, USA
Trusted by clients with a perfect 5.0-star rating from 4 reviews.
192 NW Oldham Pkwy, Lee's Summit, MO 64081, USA
Exceptional 5.0-star rating from three Google reviews.
500 SW Market St # C, Lee's Summit, MO 64063, USA
A local financial advisor with a 3.5-star rating based on 2 Google reviews.
200 NE Missouri Rd, Lee's Summit, MO 64086, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
200 SE Douglas St Ste 105, Lee's Summit, MO 64063, USA
Exceptional 5.0-star rating from multiple happy clients in Lee's Summit.
400 SW Longview Blvd Ste 250, Lee's Summit, MO 64081, USA
5.0 stars from 1 review; trusted financial advisor in Lee's Summit.
600 SW Jefferson St #208, Lee's Summit, MO 64063, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Lee's Summit.
120 SW 2nd St Suite 102, Lee's Summit, MO 64063, USA
Earning a perfect 5.0-star rating from its early Google reviews in Lee's Summit.
110 SW 3rd St, Lee's Summit, MO 64063, USA
Exceptional 5.0-star rating from satisfied clients in Lee's Summit.
609 Rte 291, Lee's Summit, MO 64086, USA
Exceptional 5.0-star rating from clients in Lee's Summit financial guidance.
24 NW Chipman Rd A, Lee's Summit, MO 64063, USA
Exceptional 5.0-star rating from 4 Google reviews for financial guidance in Lee's Summit.
3550 NE Ralph Powell Rd #200, Lee's Summit, MO 64064, USA
5.0 stars from customers for trusted financial guidance in Lee's Summit.
500 SW Market St STE F, Lee's Summit, MO 64063, USA
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Financial Advisors in Lee's Summit, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Oak Road Wealth Management | 73/100 | 5.0 ★ | 14 |
| 2 | Summit Pointe Financial Group | 64/100 | 4.5 ★ | 13 |
| 3 | Wealth Enhancement Group | 62/100 | 4.4 ★ | 13 |
| 4 | Friedline Financial | 64/100 | 4.6 ★ | 9 |
| 5 | Capital Investment Management | 57/100 | 4.3 ★ | 6 |
| 6 | Modern Wealth Management - Lee's Summit | 67/100 | 5.0 ★ | 4 |
| 7 | Edward Jones - Financial Advisor: Joel Wilson, CFP® | 67/100 | 5.0 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Laura A Hudson, AAMS® | 66/100 | 5.0 ★ | 3 |
| 9 | Beacon Financial Advisors | 39/100 | 3.5 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Brian Sandy, CFP®|AAMS®|CRPC™|CRPS™ | 62/100 | 5.0 ★ | 1 |
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 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 13, 2026.
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