Best Financial Advisors in Kansas City

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
460+
Advisors
4.8/5.0
Average Rating

Kansas City Financial Landscape

Kansas City boasts a robust economy driven by sectors like healthcare, technology, and manufacturing. The city is also recognized for its entrepreneurial spirit and innovation.

Major industries
Healthcare, Technology, Manufacturing
Population
467K (metro: 2.1M)
Median household income
$60,000
Unique needs
Kansas City requires a focus on tech diversification, affordable housing, and disaster preparedness due to tornado risks.
Market Insights
Economic Growth
According to BEA (2023), Kansas City's GDP growth rate is projected at 3.2%, driven by strong healthcare and tech sectors.
Wealth Demographics
According to Census (2023), the median household income in Kansas City is $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Kansas City are increasingly specializing in retirement planning and tech investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Kansas City is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the Kansas City real estate market has seen a 5% increase in home prices, raising concerns about affordability.
Business Environment
According to Fortune (2024), Kansas City ranks high for its supportive business climate, particularly for startups and small businesses.

Top 5 Financial Advisors in Kansas City

WEALTH | KC - Financial Advisors + Wealth Management
★ ★ ★ ★ ★ 5
Buttonwood Financial Group, LLC
★ ★ ★ ★ ★ 5
BMG Advisors "Plan Your Story"
★ ★ ★ ★ ★ 5
Prosperity Planning, Inc.​
★ ★ ★ ★ ★ 5
Kansas City Private Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Kansas City, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Kansas City-Specific Expertise
For Kansas City residents working in Healthcare, Technology, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Kansas City's tech sector needs diversification to mitigate risks. Housing market faces affordability issues; tornado risks necessitate disaster planning. Economic diversification is crucial.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Missouri locations

Kansas City St. Louis Springfield Independence Columbia Lee's Summit O'Fallon St. Joseph