{ "path": "/advisors/mo/kansas-city/fee-only", "url": "https://advisorcensus.com/advisors/mo/kansas-city/fee-only/page/2", "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": "Find financial advisors in Kansas City, MO who are paid only by client fees. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "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": 2, "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": 171761, "name": "Overland Park Wealth Management LLC", "name_as_filed": "OVERLAND PARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/overland-park-wealth-management-llc-overland-park-ks-171761", "city": "Overland Park", "state": "KS", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330112, "name": "Pandi, LLC", "name_as_filed": "PANDI, LLC", "url": "https://advisorcensus.com/firm/pandi-llc-kansas-city-mo-330112", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108168, "name": "Paragon Capital Management LLC", "name_as_filed": "PARAGON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/paragon-capital-management-llc-overland-park-ks-108168", "city": "Overland Park", "state": "KS", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304989, "name": "PHD Retirement Consulting", "name_as_filed": "PHD RETIREMENT CONSULTING", "url": "https://advisorcensus.com/firm/phd-retirement-consulting-overland-park-ks-304989", "city": "Overland Park", "state": "KS", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328865, "name": "Postrock Partners LLC", "name_as_filed": "POSTROCK PARTNERS LLC", "url": "https://advisorcensus.com/firm/postrock-partners-llc-overland-park-ks-328865", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339211, "name": "Prairie Advisory, LLC", "name_as_filed": "PRAIRIE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/prairie-advisory-llc-leawood-ks-339211", "city": "Leawood", "state": "KS", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289006, "name": "Prairie Ridge Asset Management, LLC", "name_as_filed": "PRAIRIE RIDGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prairie-ridge-asset-management-llc-overland-park-ks-289006", "city": "Overland Park", "state": "KS", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298268, "name": "Prosperity Planning", "name_as_filed": "PROSPERITY PLANNING", "url": "https://advisorcensus.com/firm/prosperity-planning-north-kansas-city-mo-298268", "city": "North Kansas City", "state": "MO", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132435, "name": "R L Capital, LLC", "name_as_filed": "R L CAPITAL, LLC", "url": "https://advisorcensus.com/firm/r-l-capital-llc-overland-park-ks-132435", "city": "Overland Park", "state": "KS", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110471, "name": "S&A Financial Services, Inc.", "name_as_filed": "S&A FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/s-and-a-financial-services-inc-overland-park-ks-110471", "city": "Overland Park", "state": "KS", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332699, "name": "Sarver Vrooman Wealth Advisors LLC", "name_as_filed": "SARVER VROOMAN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/sarver-vrooman-wealth-advisors-llc-kansas-city-mo-332699", "city": "Kansas City", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282326, "name": "Satya Investment Management, LLC", "name_as_filed": "SATYA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/satya-investment-management-llc-leawood-ks-282326", "city": "Leawood", "state": "KS", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329637, "name": "Schram, Lori", "name_as_filed": "SCHRAM, LORI", "url": "https://advisorcensus.com/firm/schram-lori-kansas-city-mo-329637", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332143, "name": "Schwantes Financial, LLC", "name_as_filed": "SCHWANTES FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/schwantes-financial-llc-overland-park-ks-332143", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144026, "name": "Snider Talbot Financial Planning LLC", "name_as_filed": "SNIDER TALBOT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/snider-talbot-financial-planning-llc-liberty-mo-144026", "city": "Liberty", "state": "MO", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122547, "name": "Sonas Financial Group, Inc.", "name_as_filed": "SONAS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/sonas-financial-group-inc-kansas-city-mo-122547", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134530, "name": "Steffes Financial, Ltd", "name_as_filed": "STEFFES FINANCIAL, LTD", "url": "https://advisorcensus.com/firm/steffes-financial-ltd-overland-park-ks-134530", "city": "Overland Park", "state": "KS", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107999, "name": "Stepp & Rothwell Inc", "name_as_filed": "STEPP & ROTHWELL INC", "url": "https://advisorcensus.com/firm/stepp-and-rothwell-inc-overland-park-ks-107999", "city": "Overland Park", "state": "KS", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159114, "name": "Sunesis Advisors, LLC", "name_as_filed": "SUNESIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sunesis-advisors-llc-overland-park-ks-159114", "city": "Overland Park", "state": "KS", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140946, "name": "Trinity Capital Management, LLC", "name_as_filed": "TRINITY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trinity-capital-management-llc-overland-park-ks-140946", "city": "Overland Park", "state": "KS", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329990, "name": "Twin Robins Capital", "name_as_filed": "TWIN ROBINS CAPITAL", "url": "https://advisorcensus.com/firm/twin-robins-capital-kansas-city-mo-329990", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154543, "name": "Two West Capital Advisors LLC", "name_as_filed": "TWO WEST CAPITAL ADVISORS LLC", "url": 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113761, "name": "Windward Private Wealth Management Inc.", "name_as_filed": "WINDWARD PRIVATE WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/windward-private-wealth-management-inc-overland-park-ks-113761", "city": "Overland Park", "state": "KS", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297089, "name": "Your Financial Partnership", "name_as_filed": "YOUR FINANCIAL PARTNERSHIP", "url": "https://advisorcensus.com/firm/your-financial-partnership-lees-summit-mo-297089", "city": "Lees Summit", "state": "MO", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mo", "label": "Financial advisors in Missouri" }, "metro": { "path": "/advisors/mo/kansas-city", "label": "Financial advisors in Kansas 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City, MO" }, { "path": "/advisors/mo/kansas-city/for-charities", "firm_count": 83, "label": "Financial advisors for charitable organizations in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/no-account-minimum", "firm_count": 24, "label": "Financial advisors with no account minimum in Kansas City, MO" } ], "niche_pages": [ { "path": "/advisors/mo/kansas-city/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Kansas City, MO" }, { "path": "/advisors/mo/kansas-city/retirees", "firm_count": 1, "label": "Financial advisors for retirees in Kansas City, MO" } ], "state_fee": { "path": "/advisors/mo/fee-only", "label": "Fee-only financial advisors in Missouri" } }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }