Local Pros · Shawnee
Local Financial Advisors in Shawnee, KS
Locally owned and operated financial advisors serving Shawnee and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 11 financial advisors in Shawnee, KS by verified customer ratings and review volume. The highest-rated is First Command Financial Advisor - Matt Anderson with a 5.0-star rating from 15 verified reviews. Also in the top tier: Proactive Planning Wealth Advisory and Tall Oaks Advisors. The average rating across all listed financial advisors in Shawnee is 5 stars from 6 reviews per business on average.
Financial advisors in Shawnee 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
11
Businesses listed
5★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
First Command Financial Advisor - Matt Anderson
7225 Renner Rd Ste 201, Shawnee, KS 66217, USA
Proactive Planning Wealth Advisory
7221 W 79th St #5, Overland Park, KS 66204, USA
Tall Oaks Advisors
5251 W 116th Pl suite 200, Overland Park, KS 66211, USA
Financial Advisors Rankings in Shawnee, KS
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | First Command Financial Advisor - Matt Anderson7225 Renner Rd Ste 201, Shawnee, KS 66217, USA | 5.0★ | 15 |
| #2 | Proactive Planning Wealth Advisory7221 W 79th St #5, Overland Park, KS 66204, USA | 5.0★ | 14 |
| #3 | Tall Oaks Advisors5251 W 116th Pl suite 200, Overland Park, KS 66211, USA | 5.0★ | 11 |
| #4 | Edward Jones - Financial Advisor: Jason W Haney5361 Roberts St, Shawnee, KS 66226, USA | 5.0★ | 5 |
| #5 | Edward Jones - Financial Advisor: Eric R Schmitt10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Kevin E Makalous, CFP®21628 Midland Dr # B, Shawnee, KS 66218, USA | 5.0★ | 3 |
| #8 | Edward Jones - Financial Advisor: Lance K Burnside, CRPC™10820 Shawnee Mission Pkwy Suite 204, Shawnee, KS 66203, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Tim Deves6339 Long Ave STE B, Shawnee, KS 66216, USA | 5.0★ | 2 |
| #10 | BG Wealth Management, LLC. & BG Wealth Advisory, LLC5700 Broadmoor St #500, Mission, KS 66202, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Shawnee
Edward Jones - Financial Advisor: Jason W Haney
5361 Roberts St, Shawnee, KS 66226, USA
Edward Jones - Financial Advisor: Eric R Schmitt
10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA
Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™
10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA
Edward Jones - Financial Advisor: Kevin E Makalous, CFP®
21628 Midland Dr # B, Shawnee, KS 66218, USA
Edward Jones - Financial Advisor: Lance K Burnside, CRPC™
10820 Shawnee Mission Pkwy Suite 204, Shawnee, KS 66203, USA
Edward Jones - Financial Advisor: Tim Deves
6339 Long Ave STE B, Shawnee, KS 66216, USA
BG Wealth Management, LLC. & BG Wealth Advisory, LLC
5700 Broadmoor St #500, Mission, KS 66202, USA
Canvas Wealth Advisors
6136 Nieman Rd, Shawnee, KS 66203, USA
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Frequently Asked Questions — Financial Advisors in Shawnee
What is a fiduciary financial advisor and why does it matter in Shawnee?
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 Shawnee, 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 Shawnee?
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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