Kansas City has seen steady and encouraging economic growth and the area provides multiple avenues to find the right financial advisor.
Ready to narrow your search for the best firm? Start with Benzinga’s list of the best financial advisors in Kansas City.
1. Best Discretional Services: Cutter & Company, Inc.
Cutter & Companyhas provided financial advising since 1988. Services include retirement planning, insurance, estate planning, tax planning and investments. Cutter & Company can provide you with segmented or comprehensive financial planning to focus on investments, insurance, and taxes or estate plans.
Through the Cutter Advisory Program, advisors can manage your investment portfolio with your individual needs and permissions to manage investment trading. You’ll also receive detailed transactions and account activity every 3 months. With a minimum of $25,000, you can review model portfolios with an advisor to see which investments and plans are right for your account.
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
15415 CLAYTON ROAD BALLWIN MO, 63011
2. Best Robo-Advisor: M1 Finance
M1 Finance is the smarter money management platform that lets you manage your financial future for free. With M1 you can make money transfers, set up direct deposits and spend with a debit card.
M1 also uniquely allows you to invest in fractional shares, build a customized portfolio and automate your investment schedule. You can also borrow up to 35% of your portfolio’s value at low rates. You can even borrow 2% while earning 1% cash back with a new M1 account. There’s no account balance required.
3. Best for Flexible Minimum: National Pension & Group Consultants, Inc.
National Pension & Group Consultants has specialized in providing financial services to teachers and educational employees since 2008.
Services at National Pension & Group Consultants run strictly on a non-discretionary basis. Your account is managed by the firm or reputable 3rd-party investment managers chosen by National Pension’s advisors. These investment services cover most asset classes offered by the nonaffiliated company — FundChoice.
Personal Capital gives you a complete view of all your accounts in a single secure platform. It can help you easily budget your finances and track where you spend your cash.
Advisors at Personal Capital offer tax optimization strategies and create a plan to meet your long- and short-term investing goals. You can also access its free investment management tools to track your multi-asset portfolio on top of top-notch management services for your assets of at least $100,000.
Frequently Asked Questions
Does a financial advisor cost money?
Yes, financial advisors generally charge a flat fee for their services, but they provide needed insight and service that most customers cannot do for themselves.
Should my business hire a financial advisor?
Yes, a business should hire a financial advisor to help leadership understand how to make wise financial decisions.
Find a Financial Advisor in Kansas City
The right financial advisor can help you plan a firm foundation for your future. Start with our recommended firms in Kansas City to look toward your future today.
To determine the top financial advisors in Kansas City, we pored through all SEC-registered advisory firms who have an office in Kansas City. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.
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