Financial advisors · Missouri
Fee-only financial advisors in Kansas City, MO
17 fee-only investment advisers have offices in Kansas City, Missouri, according to their Form ADV filings with the SEC and state regulators. 15 offer hourly or flat-fee arrangements, 2 charge only a percentage of the assets they manage, and 15 provide financial planning. 9 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.
Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.
Atwood & Palmer, Inc.
4520 Madison Avenue Suite 200, Kansas City, MO 64111 · (816) 931-2266
- Assets managed
- $2.0B
- Individual clients
- 511
- Advisory staff
- 6
- Registered with
- SEC
Profile · Website · SEC record
Sarver Vrooman Wealth Advisors LLC
9237 Ward Parkway Suite 320, Kansas City, MO 64114 · (816) 601-1150
- Assets managed
- $452M
- Individual clients
- 291
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Nicholson Meyer Capital Management, Inc.
4600 Madison Avenue Suite 150, Kansas City, MO 64112 · (816) 931-5757
- Assets managed
- $338M
- Individual clients
- 261
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Sterneck Capital Management LLC
1251 NW Briarcliff Pkwy Ste 95, Kansas City, MO 64116 · (816) 531-2254
- Assets managed
- $328M
- Individual clients
- 249
- Advisory staff
- 4
- Registered with
- SEC
Profile · Website · SEC record
Ryan Poage & Co.
4435 Main ST. Suite 750, Kansas City, MO 64111 · (816) 531-4555
- Assets managed
- $114M
- Individual clients
- 191
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Greystone Capital Partners Group LLC
616 East 63rd Street Suite 201, Kansas City, MO 64110 · (913) 562-2882
- Assets managed
- $101M
- Individual clients
- 157
- Advisory staff
- 4
- Registered with
- KS, MO, MT +
Profile · Website · SEC record
Tax Favored Retirement
8500 NE Sam Ray RD, Kansas City, MO 64156 · (816) 534-8615
- Assets managed
- $41M
- Individual clients
- 149
- Advisory staff
- 3
- Registered with
- KS, MO
Profile · Website · SEC record
Kansas City Private Wealth Management, LLC
3 W 63rd Street Suite 120, Kansas City, MO 64113 · (816) 214-8344
- Assets managed
- $104M
- Individual clients
- 107
- Advisory staff
- 1
- Registered with
- CA, FL, KS +
Profile · Website · SEC record
Sonas Financial Group, Inc.
9229 Ward Parkway Suite 300, Kansas City, MO 64114 · (816) 753-2210
- Assets managed
- $150M
- Individual clients
- 105
- Advisory staff
- 2
- Registered with
- SEC
Profile · Website · SEC record
Twin Robins Capital
751 E 63rd Street, Suite 120-F, Kansas City, MO 64110 · (816) 200-1289
- Assets managed
- $33M
- Individual clients
- 45
- Advisory staff
- 2
- Registered with
- AZ, GA, IL +
Profile · Website · SEC record
Bluevine Advice
800 E. 101st Terrace Suite 350, Kansas City, MO 64131 · (816) 652-2352
- Assets managed
- $5.4M
- Individual clients
- 15
- Advisory staff
- 1
- Registered with
- MO
Pandi, LLC
300 Wyandotte Street Suite 301, Kansas City, MO 64105 · (913) 437-9900
- Assets managed
- $1.4B
- Individual clients
- 8
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Cobb Wealth Management, LLC
1050 West Blue Ridge Blvd., Kansas City, MO 64145 · (816) 350-9500
- Assets managed
- $37M
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- KS, MO
Profile · Website · SEC record
Opine Financial Advisors
3903 Main Street, Kansas City, MO 64111 · (816) 960-3773
- Assets managed
- Not reported
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- MO
Nuance Investments, LLC
4900 Main Street Suite 220, Kansas City, MO 64112 · (816) 743-7080
- Assets managed
- $984M
- Individual clients
- 236
- Advisory staff
- 3
- Registered with
- SEC
Profile · Website · SEC record
Schram, Lori
106 E. 104th ST, Kansas City, MO 64114 · (405) 948-7700
- Assets managed
- $8.1M
- Individual clients
- Under 5
- Advisory staff
- 1
- Registered with
- MO
Buttonwood Financial Group, LLC
3013 Main Street, Kansas City, MO 64108 · (816) 285-9000
- Assets managed
- $659M
- Individual clients
- 336
- Advisory staff
- 7
- Registered with
- SEC
Profile · Website · SEC record
Reports disciplinary history. Read the details on the SEC record before engaging.
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Fee-only advisers near Kansas City
Another 90 fee-only firms have offices within 30 miles.
- Mission 4 firms · 2 mi
- Mission Woods 1 firm · 2 mi
- Prairie Village 2 firms · 3 mi
- Shawnee 3 firms · 6 mi
- Shawnee Mission 1 firm · 6 mi
- North Kansas City 4 firms · 8 mi
- Leawood 11 firms · 8 mi
- Overland Park 55 firms · 10 mi
- Lenexa 2 firms · 11 mi
- Independence 1 firm · 11 mi
- Gladstone 1 firm · 12 mi
- Lee's Summit 5 firms · 16 mi
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
How much does a fee-only financial adviser cost in Kansas City?
Form ADV records how firms charge, not what they charge. Of the 17 firms listed here, 15 offer hourly or flat fees and 15 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.
How were these Kansas City advisers selected?
Every registered investment adviser with an office in Kansas City that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.
Are these advisers fiduciaries?
Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.