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Find Retirement Advisors for Retirement Planning in Kansas City, Missouri

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Kansas City, Missouri

Last Updated - April 24, 2025

Kansas City has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in Kansas City, Missouri have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Kansas City, Missouri

advisor
vector.svg VERIFIED

Joe Harrish
Prime Capital Investment Advisors

Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Only

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advisor
vector.svg VERIFIED

James Claiborne
CLU®, CFS, ChFC®
Financial Partners Group

Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Michael Fiammetta
Lpl

Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 15 Retirement Planning firms in Kansas City, Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4500 Main Street,
Kansas City, MO, 64111-7709
$229,554,718,263647225
A percentage of AUM, Fixed fees, Performance Based
2

1201 Walnut St, 21st Floor
Kansas City, MO, 64106
$33,033,194,86014053
A percentage of AUM, Fixed fees, Performance Based
3

4900 Main Street, Suite 700
Kansas City, MO, 64112
$6,506,508,831176548
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION)
4

4900 Main Street, Suite 220
Kansas City, MO, 64112
$4,999,890,90665922
A percentage of AUM, Performance Based
5

1000 Walnut Street, 15th Fl.,
Kansas City, MO, 64106-1809
$2,700,724,346936
A percentage of AUM
6

4801 Main St., Ste. 700
Kansas City, MO, 64112
$2,380,236,4762055
A percentage of AUM, Performance Based
7

4400 Main Street,
Kansas City, MO, 64111-7709
$1,866,781,4883717102
A percentage of AUM
8

1511 Baltimore Avenue, Suite 300
Kansas City, MO, 64108
$1,475,546,9843138
A percentage of AUM, Fixed fees, Performance Based, Other (ACQUISITION FEES)
9

4520 Madison Avenue, Suite 200
Kansas City, MO, 64111-3541
$1,439,869,00211768
A percentage of AUM, Fixed fees
10

3013 Main Street,
Kansas City, MO, 64108-3323
$625,489,432200515
A percentage of AUM, Hourly charges, Fixed fees
11

1511 Baltimore Avenue, Suite 500
Kansas City, MO, 64108
$454,190,189122
A percentage of AUM, Performance Based
12

117 W. 20th Street, Suite 204
Kansas City, MO, 64108-1825
$322,201,973539
A percentage of AUM, Performance Based, Other (ACQUISITION AND MONITORING FEES)
13

4600 Madison Avenue, Suite 150
Kansas City, MO, 64112
$292,909,8746366
A percentage of AUM, Hourly charges, Fixed fees
14

7505 Nw Tiffany Springs Parkway, 4th Floor
Kansas City, MO, 64153
$283,258,030207919
A percentage of AUM
15

4622 Pennsylvania Ave., Ste. 600,
Kansas City, MO, 64112
$257,965,00062
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Kansas City, Missouri

QualificationsFirm CRD# 105778

Assets Under Management $229,554,718,263

No. Of Clients647

Clients Per Financial Advisor3

AMERICAN CENTURY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $230B assets under management, the firm specializes in crafting personalized retirement planning solutions for 647 clients. The team consists of 225 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 111787

Assets Under Management $33,033,194,860

No. Of Clients140

Clients Per Financial Advisor3

SCOUT INVESTMENTS, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 311623

Assets Under Management $6,506,508,831

No. Of Clients1765

Clients Per Financial Advisor37

PRAIRIE CAPITAL MANAGEMENT GROUP, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1765 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based
  • Other (REVENUE SHARING FRS & ELIGIBLE CREDIT & CASH MANAGEMENT SOLUTION)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CREDIT AND CASH MGMT SOLUTIONS AND INSURANCE SOLUTIONS)
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QualificationsFirm CRD# 148534

Assets Under Management $4,999,890,906

No. Of Clients659

Clients Per Financial Advisor30

NUANCE INVESTMENTS, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 659 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 104705

Assets Under Management $2,700,724,346

No. Of Clients9

Clients Per Financial Advisor0

COMMERCE INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 163548

Assets Under Management $2,380,236,476

No. Of Clients20

Clients Per Financial Advisor0

FIVE ELMS CAPITAL is a financial advisory firm situated in Kansas City, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 290043

Assets Under Management $1,866,781,488

No. Of Clients3717

Clients Per Financial Advisor36

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3717 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 159261

Assets Under Management $1,475,546,984

No. Of Clients31

Clients Per Financial Advisor1

PLATFORM INVESTMENTS, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (ACQUISITION FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 104995

Assets Under Management $1,439,869,002

No. Of Clients1176

Clients Per Financial Advisor147

ATWOOD & PALMER, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 151164

Assets Under Management $625,489,432

No. Of Clients2005

Clients Per Financial Advisor134

BUTTONWOOD FINANCIAL GROUP, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $625M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2005 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 313413

Assets Under Management $454,190,189

No. Of Clients1

Clients Per Financial Advisor0

CPC MANAGEMENT, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 281955

Assets Under Management $322,201,973

No. Of Clients5

Clients Per Financial Advisor0

WATEREQUITY LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ACQUISITION AND MONITORING FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 105580

Assets Under Management $292,909,874

No. Of Clients636

Clients Per Financial Advisor106

NICHOLSON MEYER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 636 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (BUSINESS CONSULTING)
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QualificationsFirm CRD# 301621

Assets Under Management $283,258,030

No. Of Clients2079

Clients Per Financial Advisor109

MID-AMERICAN WEALTH ADVISORY GROUP is a financial advisory firm situated in Kansas City, Missouri. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2079 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 325304

Assets Under Management $257,965,000

No. Of Clients6

Clients Per Financial Advisor3

1248 PARTNERS, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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