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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 - May 15, 2025Kansas 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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
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
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 | 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 |
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
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
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)
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
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
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
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
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
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
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
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
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
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)
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
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
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 Lebanon, Missouri
- Retirement Planners in Lees Summit, 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.