Fee-only adviser · Kansas City, MO
Nuance Investments, LLC
Nuance Investments, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Kansas City, Missouri. On its latest Form ADV, filed July 1, 2026, it reports $984M in regulatory assets under management, 236 individual clients and 3 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 148534 · SEC file 801-69682 |
| Office | 4900 Main Street Suite 220 Kansas City, MO 64112 |
| Phone | (816) 743-7080 |
| Website | www.nuanceinvestments.com |
| Regulatory assets under management | $984M |
| Individual clients | 208 non-high-net-worth, 28 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 1, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Nuance Investments, LLC? Update this listing.