Fee-only adviser · Kansas City, MO
Kansas City Private Wealth Management, LLC
Kansas City Private Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, Kansas, Louisiana, Missouri, with its main office in Kansas City, Missouri. On its latest Form ADV, filed March 23, 2026, it reports $104M in regulatory assets under management, 107 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, Kansas, Louisiana, Missouri |
|---|---|
| Firm CRD number | 172528 |
| Office | 3 W 63rd Street Suite 120 Kansas City, MO 64113 |
| Phone | (816) 214-8344 |
| Website | www.kcpwm.com |
| Regulatory assets under management | $104M ($102M discretionary) |
| Individual clients | 72 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Kansas City
- Atwood & Palmer, Inc. $2.0B
- Sarver Vrooman Wealth Advisors LLC $452M
- Nicholson Meyer Capital Management, Inc. $338M
- Sterneck Capital Management LLC $328M
- Ryan Poage & Co. $114M
- Greystone Capital Partners Group LLC $101M
See all 17 fee-only advisers in Kansas City →
Nearby
- Mission 4 firms
- Mission Woods 1 firm
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- North Kansas City 4 firms
- Leawood 11 firms
- Overland Park 55 firms
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