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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 you 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 registrations check. 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 20, 2024Kansas City has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Kansas City, Missouri have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Kansas City, Missouri
VERIFIEDAlex Petrovic
CFP®
Petrovic Financial Services
Qualifications
CRD# 4934721
Firm CRD# 273039
Series 66
Minimum Assets Required
$250,000
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.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDonald Clark
CFP®
Personal Financial Group - LPL Financial
Qualifications
CRD# 2139602
Firm CRD# 6413
Series 7, 24, 53, 63, 65
Minimum Assets Required
$25,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJoe 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
VERIFIEDBryan Hays
nVision Wealth
Qualifications
CRD# 5246035
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDJames 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Kansas City, Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street, Kansas City, MO, 64111-7709 | $215,298,863,331 | 464 | 213 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | SCOUT INVESTMENTS, INC. 1201 Walnut St, 21st Floor Kansas City, MO, 64106 | $26,303,652,335 | 160 | 53 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | PRAIRIE CAPITAL MANAGEMENT GROUP, LLC 4900 Main Street, Suite 700 Kansas City, MO, 64112 | $5,881,478,489 | 1723 | 38 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS AND FTCS) |
| 4 | NUANCE INVESTMENTS, LLC 4900 Main Street, Suite 220 Kansas City, MO, 64112 | $5,575,739,313 | 781 | 24 | A Percentage of AUM, Performance Based |
| 5 | COMMERCE INVESTMENT ADVISORS, INC. 1000 Walnut Street, 15th Fl., Kansas City, MO, 64106-1809 | $2,554,571,399 | 8 | 34 | A Percentage of AUM |
| 6 | FIVE ELMS CAPITAL 4801 Main St., Ste. 700 Kansas City, MO, 64112 | $1,617,156,869 | 16 | 41 | A Percentage of AUM, Performance Based |
| 7 | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. 4400 Main Street, Kansas City, MO, 64111-7709 | $1,487,904,544 | 5000 | 82 | A Percentage of AUM |
| 8 | PLATFORM INVESTMENTS, LLC 1511 Baltimore Avenue, Suite 300 Kansas City, MO, 64108 | $1,299,146,403 | 38 | 38 | A Percentage of AUM, Fixed Fees, Performance Based, Other (ACQUISITION FEES) |
| 9 | ATWOOD & PALMER, INC. 4520 Madison Avenue, Suite 200 Kansas City, MO, 64111-3541 | $1,245,986,269 | 458 | 8 | A Percentage of AUM, Fixed Fees |
| 10 | BUTTONWOOD FINANCIAL GROUP, LLC 3013 Main Street, Kansas City, MO, 64108-3323 | $532,353,343 | 2269 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | CPC MANAGEMENT, LLC 1511 Baltimore Avenue, Suite 500 Kansas City, MO, 64108 | $425,236,961 | 1 | 19 | A Percentage of AUM, Performance Based |
| 12 | STERNECK CAPITAL MANAGEMENT LLC 4510 Belleview Avenue, Suite 204 Kansas City, MO, 64111 | $239,259,698 | 648 | 6 | A Percentage of AUM, Fixed Fees |
| 13 | MID-AMERICAN WEALTH ADVISORY GROUP 7505 Nw Tiffany Springs Parkway, 4th Floor Kansas City, MO, 64153 | $237,711,152 | 1888 | 10 | A Percentage of AUM |
| 14 | CRAFT&SAGE WEALTH 1535 Walnut Street, Suite 107 Kansas City, MO, 64108 | $223,748,080 | 511 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. 4600 Madison Avenue, Suite 150 Kansas City, MO, 64112 | $218,470,188 | 577 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Kansas City, Missouri
QualificationsFirm CRD# 105778
Assets Under Management $215,298,863,331
No. Of Clients464
Clients Per Financial Advisor2
AMERICAN CENTURY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $215B assets under management, the firm specializes in crafting personalized retirement planning solutions for 464 clients. The team consists of 213 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111787
Assets Under Management $26,303,652,335
No. Of Clients160
Clients Per Financial Advisor3
SCOUT INVESTMENTS, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 311623
Assets Under Management $5,881,478,489
No. Of Clients1723
Clients Per Financial Advisor45
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1723 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
- Hourly charges
- Fixed Fees
- Performance Based
- Other (REVENUE SHARING WITH OUR AFFILIATES
- FRS AND FTCS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 148534
Assets Under Management $5,575,739,313
No. Of Clients781
Clients Per Financial Advisor33
NUANCE INVESTMENTS, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 781 clients. The team consists of 24 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104705
Assets Under Management $2,554,571,399
No. Of Clients8
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 8 clients. The team consists of 34 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
QualificationsFirm CRD# 163548
Assets Under Management $1,617,156,869
No. Of Clients16
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 16 clients. The team consists of 41 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
QualificationsFirm CRD# 290043
Assets Under Management $1,487,904,544
No. Of Clients5000
Clients Per Financial Advisor61
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, 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 5000 clients. The team consists of 82 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 159261
Assets Under Management $1,299,146,403
No. Of Clients38
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 38 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
QualificationsFirm CRD# 104995
Assets Under Management $1,245,986,269
No. Of Clients458
Clients Per Financial Advisor57
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 458 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 151164
Assets Under Management $532,353,343
No. Of Clients2269
Clients Per Financial Advisor206
BUTTONWOOD FINANCIAL GROUP, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $532M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2269 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 313413
Assets Under Management $425,236,961
No. Of Clients1
Clients Per Financial Advisor0
CPC MANAGEMENT, LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $425M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 111463
Assets Under Management $239,259,698
No. Of Clients648
Clients Per Financial Advisor108
STERNECK CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 648 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 301621
Assets Under Management $237,711,152
No. Of Clients1888
Clients Per Financial Advisor189
MID-AMERICAN WEALTH ADVISORY GROUP is a financial advisory firm situated in Kansas City, Missouri. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1888 clients. The team consists of 10 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 323565
Assets Under Management $223,748,080
No. Of Clients511
Clients Per Financial Advisor46
CRAFT&SAGE WEALTH is a financial advisory firm situated in Kansas City, Missouri. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 511 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105580
Assets Under Management $218,470,188
No. Of Clients577
Clients Per Financial Advisor115
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 clients. The team consists of 5 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ballwin, Missouri
- Retirement Planners in Kansas City, Missouri
- Retirement Planners in Saint Louis, Missouri
- Retirement Planners in Springfield, Missouri
Looking for more choices? Use our free match service to compare retirement planners serving your area.