Same Day · Shawnee

Same-Day Financial Advisors in Shawnee, KS

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

As of June 2026, RatingsNearMe ranks 11 financial advisors in Shawnee, KS by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is First Command Financial Advisor - Matt Anderson with a 5.0-star rating from 15 Google reviews and an RNM Score of 73/100. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Shawnee, Kansas is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. Consumers should research advisors' credentials, services, and fees when selecting a financial advisor in the Shawnee area.

  • Shawnee has several Edward Jones financial advisors as well as other independent advisory firms
  • Financial advisors in Shawnee can assist with investment management, retirement planning, and other wealth management needs
  • Consumers should research an advisor's qualifications, services offered, and fee structure when choosing a financial advisor in Shawnee

Best Overall

Edward Jones - Financial Advisor: Eric R Schmitt

Eric R Schmitt is consistently top-ranked among Shawnee financial advisors for his personalized service and strong client relationships.

Most Reviewed

Edward Jones - Financial Advisor: Eric R Schmitt

A high number of reviews indicates broad client trust and a proven track record of satisfaction.

When choosing a financial advisor in Shawnee, consider scheduling initial consultations with multiple advisors to compare their communication style and fee structures, and ensure they hold relevant certifications like CRPC™ for retirement planning expertise.

How to Choose a Financial Advisor in Shawnee

What to look for

  • Certified Financial Planner (CFP) or other relevant certifications
  • Experience working with clients in the Shawnee, KS area
  • A clear and transparent fee structure
  • A focus on your long-term financial goals, not just short-term investments

Questions to ask

  • What is your investment philosophy and approach?
  • How do you get paid, and what are your fees?
  • Can you provide references from other Shawnee, KS clients?

Red flags

  • Pressure to make quick investment decisions
  • Lack of clear communication about risks and fees
  • Unwillingness to provide a written financial plan

In Kansas, financial advisors must be licensed as investment advisors or registered representatives. Be sure to verify their licensing and insurance coverage.

Filter:

Local Market Snapshot

11

Businesses listed

5★

Avg rating

6

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

5.0(15 reviews)

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

7225 Renner Rd Ste 201, Shawnee, KS 66217, USA
5.0(14 reviews)

5.0★ rating from 14 Google reviews for reliable financial guidance in Shawnee.

7221 W 79th St #5, Overland Park, KS 66204, USA
5.0(11 reviews)

5.0 stars from 11 Google reviews, reflecting exceptional client satisfaction.

5251 W 116th Pl suite 200, Overland Park, KS 66211, USA

Financial Advisors Rankings in Shawnee, KS

#BusinessRatingReviews
#1First Command Financial Advisor - Matt Anderson7225 Renner Rd Ste 201, Shawnee, KS 66217, USA5.015
#2Proactive Planning Wealth Advisory7221 W 79th St #5, Overland Park, KS 66204, USA5.014
#3Tall Oaks Advisors5251 W 116th Pl suite 200, Overland Park, KS 66211, USA5.011
#4Canvas Wealth Advisors6136 Nieman Rd, Shawnee, KS 66203, USA5.04
#5Edward Jones - Financial Advisor: Jason W Haney5361 Roberts St, Shawnee, KS 66226, USA5.05
#6Edward Jones - Financial Advisor: Kevin E Makalous, CFP®21628 Midland Dr # B, Shawnee, KS 66218, USA5.03
#7Edward Jones - Financial Advisor: Lance K Burnside, CRPC™10820 Shawnee Mission Pkwy Suite 204, Shawnee, KS 66203, USA5.02
#8Edward Jones - Financial Advisor: Eric R Schmitt10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA5.02
#9Edward Jones - Financial Advisor: Tim Deves6339 Long Ave STE B, Shawnee, KS 66216, USA5.02
#10Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA5.02

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

All Financial Advisors in Shawnee

4
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews, this trusted financial advisor serves Shawnee locals.

6136 Nieman Rd, Shawnee, KS 66203, USA

5
5.0· 5 reviews

Consistently rated 5.0 stars across a handful of client reviews.

5361 Roberts St, Shawnee, KS 66226, USA

6
5.0· 3 reviews

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

21628 Midland Dr # B, Shawnee, KS 66218, USA

7
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, this Shawnee financial advisor is highly regarded.

10820 Shawnee Mission Pkwy Suite 204, Shawnee, KS 66203, USA

8
5.0· 2 reviews

Rated 5.0 stars from 2 reviews, this Shawnee financial advisor is highly regarded.

10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA

9
5.0· 2 reviews

Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.

6339 Long Ave STE B, Shawnee, KS 66216, USA

10
5.0· 2 reviews

Rated 5.0 stars from 2 reviews for trusted financial guidance in Shawnee.

10820 Shawnee Mission Pkwy Suite 201, Shawnee, KS 66203, USA

11
5.0· 1 reviews

Trusted Shawnee financial advisor with a perfect 5.0-star rating from clients.

5700 Broadmoor St #500, Mission, KS 66202, USA

Data from Google Business listings
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Financial Advisors in Shawnee, KS — Compared

#BusinessRNM ScoreRatingReviews
1First Command Financial Advisor - Matt Anderson73/1005.0 ★15
2Proactive Planning Wealth Advisory73/1005.0 ★14
3Tall Oaks Advisors72/1005.0 ★11
4Canvas Wealth Advisors67/1005.0 ★4
5Edward Jones - Financial Advisor: Jason W Haney68/1005.0 ★5
6Edward Jones - Financial Advisor: Kevin E Makalous, CFP®66/1005.0 ★3
7Edward Jones - Financial Advisor: Lance K Burnside, CRPC™64/1005.0 ★2
8Edward Jones - Financial Advisor: Eric R Schmitt64/1005.0 ★2
9Edward Jones - Financial Advisor: Tim Deves64/1005.0 ★2
10Edward Jones - Financial Advisor: Andrew Mitchell, CFP®|CEPA®|CRPC™64/1005.0 ★2

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 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: June 10, 2026.

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About This Financial Advisors Directory — Shawnee, KS

This page lists and ranks 11 financial advisors serving Shawnee, KS as of June 2026. The average verified rating across all listings is 5 stars, with an average of 6 customer reviews per business. The top-ranked financial advisors in Shawnee by our algorithm is First Command Financial Advisor - Matt Anderson (5.0 stars, 15 reviews). Financial advisors in Shawnee 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 Shawnee: 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 KS licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Shawnee