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.

Showing 17 of 17

Atwood & Palmer, Inc.

4520 Madison Avenue Suite 200, Kansas City, MO 64111 · (816) 931-2266

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.0B
Individual clients
511
Advisory staff
6
Registered with
SEC

Ryan Poage & Co.

4435 Main ST. Suite 750, Kansas City, MO 64111 · (816) 531-4555

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$114M
Individual clients
191
Advisory staff
3
Registered with
SEC

Tax Favored Retirement

8500 NE Sam Ray RD, Kansas City, MO 64156 · (816) 534-8615

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$41M
Individual clients
149
Advisory staff
3
Registered with
KS, MO

Sonas Financial Group, Inc.

9229 Ward Parkway Suite 300, Kansas City, MO 64114 · (816) 753-2210

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$150M
Individual clients
105
Advisory staff
2
Registered with
SEC

Twin Robins Capital

751 E 63rd Street, Suite 120-F, Kansas City, MO 64110 · (816) 200-1289

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$33M
Individual clients
45
Advisory staff
2
Registered with
AZ, GA, IL +

Bluevine Advice

800 E. 101st Terrace Suite 350, Kansas City, MO 64131 · (816) 652-2352

  • Percentage of assets
  • Fixed fee
  • Financial planning
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

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.4B
Individual clients
8
Advisory staff
7
Registered with
SEC

Cobb Wealth Management, LLC

1050 West Blue Ridge Blvd., Kansas City, MO 64145 · (816) 350-9500

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$37M
Individual clients
Under 5
Advisory staff
1
Registered with
KS, MO

Opine Financial Advisors

3903 Main Street, Kansas City, MO 64111 · (816) 960-3773

  • Hourly
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
MO

Schram, Lori

106 E. 104th ST, Kansas City, MO 64114 · (405) 948-7700

  • Percentage of assets
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

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$659M
Individual clients
336
Advisory staff
7
Registered with
SEC

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.

How to choose between them

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.