Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Joe Harrish
Prime Capital Investment Advisors
Qualifications
CRD# 4734166
Firm CRD# 288712
Series 65
Minimum Assets Required
$500,000
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
Fee-Only
James Claiborne
CLU®, CFS, ChFC®
Financial Partners Group
Qualifications
CRD# 2074636
Firm CRD# 288644
Series 6, 7, 24, 63
Minimum Assets Required
Not Specified
Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 6119259
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
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
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 4500 Main Street, Kansas City, MO, 64111-7709 | $229,554,718,263 | 647 | 225 | A percentage of AUM, Fixed fees, Performance Based |
2 | 1201 Walnut St, 21st Floor Kansas City, MO, 64106 | $33,033,194,860 | 140 | 53 | A percentage of AUM, Fixed fees, Performance Based |
3 | 4900 Main Street, Suite 700 Kansas City, MO, 64112 | $6,506,508,831 | 1765 | 48 | 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 | $4,999,890,906 | 659 | 22 | A percentage of AUM, Performance Based |
5 | 1000 Walnut Street, 15th Fl., Kansas City, MO, 64106-1809 | $2,700,724,346 | 9 | 36 | A percentage of AUM |
6 | 4801 Main St., Ste. 700 Kansas City, MO, 64112 | $2,380,236,476 | 20 | 55 | A percentage of AUM, Performance Based |
7 | 4400 Main Street, Kansas City, MO, 64111-7709 | $1,866,781,488 | 3717 | 102 | A percentage of AUM |
8 | 1511 Baltimore Avenue, Suite 300 Kansas City, MO, 64108 | $1,475,546,984 | 31 | 38 | A percentage of AUM, Fixed fees, Performance Based, Other (ACQUISITION FEES) |
9 | 4520 Madison Avenue, Suite 200 Kansas City, MO, 64111-3541 | $1,439,869,002 | 1176 | 8 | A percentage of AUM, Fixed fees |
10 | 3013 Main Street, Kansas City, MO, 64108-3323 | $625,489,432 | 2005 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
11 | 1511 Baltimore Avenue, Suite 500 Kansas City, MO, 64108 | $454,190,189 | 1 | 22 | A percentage of AUM, Performance Based |
12 | 117 W. 20th Street, Suite 204 Kansas City, MO, 64108-1825 | $322,201,973 | 5 | 39 | A percentage of AUM, Performance Based, Other (ACQUISITION AND MONITORING FEES) |
13 | 4600 Madison Avenue, Suite 150 Kansas City, MO, 64112 | $292,909,874 | 636 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
14 | 7505 Nw Tiffany Springs Parkway, 4th Floor Kansas City, MO, 64153 | $283,258,030 | 2079 | 19 | A percentage of AUM |
15 | 4622 Pennsylvania Ave., Ste. 600, Kansas City, MO, 64112 | $257,965,000 | 6 | 2 | A percentage of AUM, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.