Fee-only adviser · Kansas City, MO
Opine Financial Advisors
Opine Financial Advisors is a fee-only investment adviser registered with the securities regulator of Missouri, with its main office in Kansas City, Missouri. On its latest Form ADV, filed March 10, 2025, it reports 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: Missouri |
|---|---|
| Firm CRD number | 128091 |
| Office | 3903 Main Street Kansas City, MO 64111 |
| Phone | (816) 960-3773 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Hourly |
| Services | Financial planning |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2025 |
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 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.
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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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