{ "path": "/advisors/mo/kansas-city/fee-only", "url": "https://advisorcensus.com/advisors/mo/kansas-city/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Kansas City, MO", "filters": {}, "scope_total": 76, "faq": [ { "q": "How many financial advisory firms are there in Kansas City, MO?", "a": "AdvisorCensus lists 252 investment advisory firms with a principal office in the Kansas City metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Kansas City, MO?", "a": "76 of the 252 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Kansas City, MO offer financial planning?", "a": "162 of the 232 firms in Kansas City, MO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Kansas City, MO fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 76 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 76 investment advisory firms with a principal office in the Kansas City metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Kansas City has 252 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. 76 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 85 report under $100 million in regulatory assets under management. The metro area has 895,368 households, 108,099 of them with income of $200,000 or more, or 429 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Kansas City, MO: 76 firms from Form ADV filings as of October 2026.", "total_firms": 76, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 40, "state": 36, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 76 }, { "code": "percentage_of_aum", "count": 69 }, { "code": "hourly", "count": 32 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 52 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 25 }, { "code": "5_to_9", "count": 18 }, { "code": "10_to_19", "count": 21 }, { "code": "20_plus", "count": 12 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 17 }, { "code": "100m_500m", "count": 22 }, { "code": "500m_1b", "count": 10 }, { "code": "1b_5b", "count": 8 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 116061, "name": "Aspen Wealth Management, Inc.", "name_as_filed": "ASPEN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/aspen-wealth-management-inc-overland-park-ks-116061", "city": "Overland Park", "state": "KS", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104995, "name": "Atwood & Palmer, Inc.", "name_as_filed": "ATWOOD & PALMER, INC.", "url": "https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995", "city": "Kansas City", "state": "MO", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128161, "name": "Balanced Financial Planning, Inc.", "name_as_filed": "BALANCED FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/balanced-financial-planning-inc-overland-park-ks-128161", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121502, "name": "Beacon Financial Advisors, LLC", "name_as_filed": "BEACON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/beacon-financial-advisors-llc-kansas-city-mo-121502", "city": "Kansas City", "state": "MO", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 162231, "name": "Beyond Wealth", "name_as_filed": "BEYOND WEALTH", "url": "https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105622, "name": "Black Capital Management, LLC", "name_as_filed": "BLACK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/black-capital-management-llc-lee-s-summit-mo-105622", "city": "Lee'S Summit", "state": "MO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335077, "name": "BLDR Wealth LLC", "name_as_filed": "BLDR WEALTH LLC", "url": "https://advisorcensus.com/firm/bldr-wealth-llc-shawnee-ks-335077", "city": "Shawnee", "state": "KS", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311530, "name": "Bluevine Advice", "name_as_filed": "BLUEVINE ADVICE", "url": "https://advisorcensus.com/firm/bluevine-advice-kansas-city-mo-311530", "city": "Kansas City", "state": "MO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147809, "name": "Boulder Investment Group", "name_as_filed": "BOULDER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/boulder-investment-group-overland-park-ks-147809", "city": "Overland Park", "state": "KS", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151164, "name": "Buttonwood Financial Group, LLC", "name_as_filed": "BUTTONWOOD FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164", "city": "Kansas City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331165, "name": "Caliber Wealth Management, LLC", "name_as_filed": "CALIBER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306343, "name": "Canvas Wealth Advisors, LLC", "name_as_filed": "CANVAS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343", "city": "Shawnee", "state": "KS", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301887, "name": "CCM New Opportunities, LLC", "name_as_filed": "CCM NEW OPPORTUNITIES, LLC", "url": "https://advisorcensus.com/firm/ccm-new-opportunities-llc-merriam-ks-301887", "city": "Merriam", "state": "KS", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152435, "name": "Chladek Wealth Management, LLC", "name_as_filed": "CHLADEK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chladek-wealth-management-llc-shawnee-ks-152435", "city": "Shawnee", "state": "KS", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146147, "name": "Cobb Wealth Management, LLC", "name_as_filed": "COBB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cobb-wealth-management-llc-kansas-city-mo-146147", "city": "Kansas City", "state": "MO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112773, "name": "Columbia Capital Management, LLC", "name_as_filed": "COLUMBIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/columbia-capital-management-llc-merriam-ks-112773", "city": "Merriam", "state": "KS", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315970, "name": "Coplanning Financial LLC", "name_as_filed": "COPLANNING FINANCIAL LLC", "url": "https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 143410, "name": "Davis Financial Management, Inc.", "name_as_filed": "DAVIS FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306199, "name": "Delta Wealth Solutions, LLC", "name_as_filed": "DELTA WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/delta-wealth-solutions-llc-north-kansas-city-mo-306199", "city": "North Kansas City", "state": "MO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105500, "name": "Demarche", "name_as_filed": "DEMARCHE", "url": "https://advisorcensus.com/firm/demarche-overland-park-ks-105500", "city": "Overland Park", "state": "KS", "years_registered": 50, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145851, "name": "Demarche", "name_as_filed": "DEMARCHE", "url": "https://advisorcensus.com/firm/demarche-overland-park-ks-145851", "city": "Overland Park", "state": "KS", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317580, "name": "Dogwood Wealth Management, LLC", "name_as_filed": "DOGWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580", "city": "Lenexa", "state": "KS", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333203, "name": "Dynamic Wealth LLC", "name_as_filed": "DYNAMIC WEALTH LLC", "url": "https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128366, "name": "ETF Portfolio Partners, Inc.", "name_as_filed": "ETF PORTFOLIO PARTNERS, INC.", "url": "https://advisorcensus.com/firm/etf-portfolio-partners-inc-leawood-ks-128366", "city": "Leawood", "state": "KS", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133823, "name": "Everest Wealth Management", "name_as_filed": "EVEREST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/everest-wealth-management-leawood-ks-133823", "city": "Leawood", "state": "KS", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167058, "name": "Fiduciary Standard, LLC", "name_as_filed": "FIDUCIARY STANDARD, LLC", "url": "https://advisorcensus.com/firm/fiduciary-standard-llc-shawnee-mission-ks-167058", "city": "Shawnee Mission", "state": "KS", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304505, "name": "Focal Point Financial Group", "name_as_filed": "FOCAL POINT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/focal-point-financial-group-prairie-village-ks-304505", "city": "Prairie Village", "state": "KS", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344088, "name": "Fortino Wealth Management, LLC", "name_as_filed": "FORTINO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fortino-wealth-management-llc-overland-park-ks-344088", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145799, "name": "Fortune Financial Advisors, LLC", "name_as_filed": "FORTUNE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fortune-financial-advisors-llc-overland-park-ks-145799", "city": "Overland Park", "state": "KS", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112396, "name": "Frank K. Swyden Asset MNGT Inc", "name_as_filed": "FRANK K. SWYDEN ASSET MNGT INC", "url": "https://advisorcensus.com/firm/frank-k-swyden-asset-mngt-inc-prairie-village-ks-112396", "city": "Prairie Village", "state": "KS", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290064, "name": "Glass Lakes Capital Management LLC", "name_as_filed": "GLASS LAKES CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/glass-lakes-capital-management-llc-overland-park-ks-290064", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338934, "name": "In the Game Wealth Management", "name_as_filed": "IN THE GAME WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/in-the-game-wealth-management-north-kansas-city-mo-338934", "city": "North Kansas City", "state": "MO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286497, "name": "Insight Investment Advisers LLC", "name_as_filed": "INSIGHT INVESTMENT ADVISERS LLC", "url": "https://advisorcensus.com/firm/insight-investment-advisers-llc-leawood-ks-286497", "city": "Leawood", "state": "KS", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335041, "name": "Kompass Kapital Advisors, LLC", "name_as_filed": "KOMPASS KAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kompass-kapital-advisors-llc-overland-park-ks-335041", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331692, "name": "Konza Global Wealth Group", "name_as_filed": "KONZA GLOBAL WEALTH GROUP", "url": "https://advisorcensus.com/firm/konza-global-wealth-group-overland-park-ks-331692", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283553, "name": "Legacy Financial Strategies, LLC", "name_as_filed": "LEGACY FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553", "city": "Overland Park", "state": "KS", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150059, "name": "LSA TPM, LLC", "name_as_filed": "LSA TPM, LLC", "url": "https://advisorcensus.com/firm/lsa-tpm-llc-lee-s-summit-mo-150059", "city": "Lee'S Summit", "state": "MO", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297772, "name": "Maciel Wealth Management", "name_as_filed": "MACIEL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/maciel-wealth-management-overland-park-ks-297772", "city": "Overland Park", "state": "KS", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154469, "name": "Mission Financial Planning, Inc.", "name_as_filed": "MISSION FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/mission-financial-planning-inc-mission-ks-154469", "city": "Mission", "state": "KS", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106338, "name": "Mitchell Capital Management Co", "name_as_filed": "MITCHELL CAPITAL MANAGEMENT CO", "url": "https://advisorcensus.com/firm/mitchell-capital-management-co-leawood-ks-106338", "city": "Leawood", "state": "KS", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328005, "name": "Mokan Wealth Management", "name_as_filed": "MOKAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337645, "name": "Monarch Fiduciary, LLC", "name_as_filed": "MONARCH FIDUCIARY, LLC", "url": "https://advisorcensus.com/firm/monarch-fiduciary-llc-kansas-city-mo-337645", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 148648, "name": "Monarch Wealth Management, LLC", "name_as_filed": "MONARCH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/monarch-wealth-management-llc-leawood-ks-148648", "city": "Leawood", "state": "KS", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322155, "name": "Next Bloom Wealth", "name_as_filed": "NEXT BLOOM WEALTH", "url": "https://advisorcensus.com/firm/next-bloom-wealth-gladstone-mo-322155", "city": "Gladstone", "state": "MO", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105580, "name": "Nicholson Meyer Capital Management, Inc.", "name_as_filed": "NICHOLSON MEYER CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/nicholson-meyer-capital-management-inc-kansas-city-mo-105580", "city": "Kansas City", "state": "MO", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148534, "name": "Nuance Investments, LLC", "name_as_filed": "NUANCE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/nuance-investments-llc-kansas-city-mo-148534", "city": "Kansas City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284446, "name": "Oak Road Wealth Management", "name_as_filed": "OAK ROAD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/oak-road-wealth-management-lee-s-summit-mo-284446", "city": "Lee'S Summit", "state": "MO", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128091, "name": "Opine Financial Advisors", "name_as_filed": "OPINE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/opine-financial-advisors-kansas-city-mo-128091", "city": "Kansas City", "state": "MO", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 316195, "name": "Oread Wealth 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