# Flat-fee financial advisors in Kansas City, MO

> AdvisorCensus lists 144 investment advisory firms with a principal office in the Kansas City metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/kansas-city/flat-fee

## At a glance

- Investment advisory firms: 144
- Registration: SEC-registered investment adviser: 93, State-registered investment adviser: 51
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 52 (36%); Percentage of assets 133 (92%); Hourly charges 87 (60%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 144 (100%); Commissions 4 (3%); Performance-based fees 12 (8%); Other 22 (15%)
- Regulatory assets under management (Item 5.F): Under $25 million 25 (17%); $25 million to $100 million 21 (15%); $100 million to $500 million 46 (32%); $500 million to $1 billion 16 (11%); $1 billion to $5 billion 18 (13%); Over $5 billion 12 (8%); Not reported 6 (4%)
- Years registered: Under 5 years 51 (35%); 5 to 9 years 39 (27%); 10 to 19 years 32 (22%); 20 years or more 22 (15%)

## Firms (page 1 of 3, 1 to 50 of 144, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Allos Investment Advisors, LLC](https://advisorcensus.com/firm/allos-investment-advisors-llc-overland-park-ks-155541) ([md](https://advisorcensus.com/firm/allos-investment-advisors-llc-overland-park-ks-155541.md)) | 155541 | Overland Park, KS | SEC-registered investment adviser | $25 million to $100 million | 15 | % of assets, Fixed fee |
| [American Century Investment Management Inc](https://advisorcensus.com/firm/american-century-investment-management-inc-kansas-city-mo-105778) ([md](https://advisorcensus.com/firm/american-century-investment-management-inc-kansas-city-mo-105778.md)) | 105778 | Kansas City, MO | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Fixed fee, Performance fee |
| [Aspen Wealth Management, Inc.](https://advisorcensus.com/firm/aspen-wealth-management-inc-overland-park-ks-116061) ([md](https://advisorcensus.com/firm/aspen-wealth-management-inc-overland-park-ks-116061.md)) | 116061 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Aspire Wealth Management](https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368) ([md](https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368.md)) | 311368 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee, Other |
| [Aspyre Wealth Partners](https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212) ([md](https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212.md)) | 107212 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee, Other |
| [Atwood & Palmer, Inc.](https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995) ([md](https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995.md)) | 104995 | Kansas City, MO | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Fixed fee |
| [Balanced Financial Planning, Inc.](https://advisorcensus.com/firm/balanced-financial-planning-inc-overland-park-ks-128161) ([md](https://advisorcensus.com/firm/balanced-financial-planning-inc-overland-park-ks-128161.md)) | 128161 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 5 | Hourly, Fixed fee |
| [Beyond Wealth](https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231) ([md](https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231.md)) | 162231 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [BG Wealth Advisory, LLC](https://advisorcensus.com/firm/bg-wealth-advisory-llc-mission-ks-164471) ([md](https://advisorcensus.com/firm/bg-wealth-advisory-llc-mission-ks-164471.md)) | 164471 | Mission, KS | State-registered investment adviser | Not reported | 14 | Fixed fee, Other |
| [BLDR Wealth LLC](https://advisorcensus.com/firm/bldr-wealth-llc-shawnee-ks-335077) ([md](https://advisorcensus.com/firm/bldr-wealth-llc-shawnee-ks-335077.md)) | 335077 | Shawnee, KS | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Bluevine Advice](https://advisorcensus.com/firm/bluevine-advice-kansas-city-mo-311530) ([md](https://advisorcensus.com/firm/bluevine-advice-kansas-city-mo-311530.md)) | 311530 | Kansas City, MO | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Buffalo Run Wealth Advisors LLC](https://advisorcensus.com/firm/buffalo-run-wealth-advisors-llc-mission-ks-338661) ([md](https://advisorcensus.com/firm/buffalo-run-wealth-advisors-llc-mission-ks-338661.md)) | 338661 | Mission, KS | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Buttonwood Financial Group, LLC](https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164) ([md](https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164.md)) | 151164 | Kansas City, MO | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Cabin Advisors, LLC](https://advisorcensus.com/firm/cabin-advisors-llc-overland-park-ks-312547) ([md](https://advisorcensus.com/firm/cabin-advisors-llc-overland-park-ks-312547.md)) | 312547 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Caliber Wealth Management, LLC](https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165) ([md](https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165.md)) | 331165 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Canvas Wealth Advisors, LLC](https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343) ([md](https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343.md)) | 306343 | Shawnee, KS | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Capital Investment Management, Inc](https://advisorcensus.com/firm/capital-investment-management-inc-lee-s-summit-mo-113917) ([md](https://advisorcensus.com/firm/capital-investment-management-inc-lee-s-summit-mo-113917.md)) | 113917 | Lee'S Summit, MO | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee, Other |
| [CCM New Opportunities, LLC](https://advisorcensus.com/firm/ccm-new-opportunities-llc-merriam-ks-301887) ([md](https://advisorcensus.com/firm/ccm-new-opportunities-llc-merriam-ks-301887.md)) | 301887 | Merriam, KS | SEC-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Centerpoint Advisory Group, LLC](https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181) ([md](https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181.md)) | 324181 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Cetera Planning Partners](https://advisorcensus.com/firm/cetera-planning-partners-leawood-ks-129625) ([md](https://advisorcensus.com/firm/cetera-planning-partners-leawood-ks-129625.md)) | 129625 | Leawood, KS | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Challenge Everything Financial LLC](https://advisorcensus.com/firm/challenge-everything-financial-llc-lenexa-ks-324193) ([md](https://advisorcensus.com/firm/challenge-everything-financial-llc-lenexa-ks-324193.md)) | 324193 | Lenexa, KS | State-registered investment adviser | Under $25 million | 3 | Hourly, Fixed fee, Other |
| [Chase Wealth Management](https://advisorcensus.com/firm/chase-wealth-management-kansas-city-mo-340808) ([md](https://advisorcensus.com/firm/chase-wealth-management-kansas-city-mo-340808.md)) | 340808 | Kansas City, MO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Chladek Wealth Management, LLC](https://advisorcensus.com/firm/chladek-wealth-management-llc-shawnee-ks-152435) ([md](https://advisorcensus.com/firm/chladek-wealth-management-llc-shawnee-ks-152435.md)) | 152435 | Shawnee, KS | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Collaborative Portfolio Management](https://advisorcensus.com/firm/collaborative-portfolio-management-overland-park-ks-332929) ([md](https://advisorcensus.com/firm/collaborative-portfolio-management-overland-park-ks-332929.md)) | 332929 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Commissions |
| [Columbia Capital Management, LLC](https://advisorcensus.com/firm/columbia-capital-management-llc-merriam-ks-112773) ([md](https://advisorcensus.com/firm/columbia-capital-management-llc-merriam-ks-112773.md)) | 112773 | Merriam, KS | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Coplanning Financial LLC](https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970) ([md](https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970.md)) | 315970 | Overland Park, KS | State-registered investment adviser | Under $25 million | 5 | Fixed fee |
| [Copper Financial](https://advisorcensus.com/firm/copper-financial-lenexa-ks-168203) ([md](https://advisorcensus.com/firm/copper-financial-lenexa-ks-168203.md)) | 168203 | Lenexa, KS | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Cornerstone Securities LLC](https://advisorcensus.com/firm/cornerstone-securities-llc-overland-park-ks-140379) ([md](https://advisorcensus.com/firm/cornerstone-securities-llc-overland-park-ks-140379.md)) | 140379 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Craft & Sage Wealth](https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565) ([md](https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565.md)) | 323565 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Creative Planning](https://advisorcensus.com/firm/creative-planning-overland-park-ks-105348) ([md](https://advisorcensus.com/firm/creative-planning-overland-park-ks-105348.md)) | 105348 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 43 | % of assets, Hourly, Fixed fee |
| [Creativeone Wealth, LLC](https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213) ([md](https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213.md)) | 281213 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Other |
| [CU Investment Solutions LLC](https://advisorcensus.com/firm/cu-investment-solutions-llc-overland-park-ks-43753) ([md](https://advisorcensus.com/firm/cu-investment-solutions-llc-overland-park-ks-43753.md)) | 43753 | Overland Park, KS | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Curtis Capital Advisors](https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835) ([md](https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835.md)) | 330835 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Davis Financial Management, Inc.](https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410) ([md](https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410.md)) | 143410 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Demarche](https://advisorcensus.com/firm/demarche-overland-park-ks-105500) ([md](https://advisorcensus.com/firm/demarche-overland-park-ks-105500.md)) | 105500 | Overland Park, KS | SEC-registered investment adviser | Not reported | 50 | Hourly, Fixed fee |
| [Demarche](https://advisorcensus.com/firm/demarche-overland-park-ks-145851) ([md](https://advisorcensus.com/firm/demarche-overland-park-ks-145851.md)) | 145851 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee |
| [Dogwood Wealth Management, LLC](https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580) ([md](https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580.md)) | 317580 | Lenexa, KS | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Dynamic Wealth LLC](https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203) ([md](https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203.md)) | 333203 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Engage Wealth Advisors, LLC](https://advisorcensus.com/firm/engage-wealth-advisors-llc-overland-park-ks-289996) ([md](https://advisorcensus.com/firm/engage-wealth-advisors-llc-overland-park-ks-289996.md)) | 289996 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Epiphany Financial Coaching](https://advisorcensus.com/firm/epiphany-financial-coaching-overland-park-ks-307859) ([md](https://advisorcensus.com/firm/epiphany-financial-coaching-overland-park-ks-307859.md)) | 307859 | Overland Park, KS | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Equity Wealth Partners, LLC](https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224) ([md](https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224.md)) | 317224 | Independence, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [FAS Wealth Partners, Inc.](https://advisorcensus.com/firm/fas-wealth-partners-inc-leawood-ks-109796) ([md](https://advisorcensus.com/firm/fas-wealth-partners-inc-leawood-ks-109796.md)) | 109796 | Leawood, KS | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee, Other |
| [Financial Management Services, Inc](https://advisorcensus.com/firm/financial-management-services-inc-overland-park-ks-115897) ([md](https://advisorcensus.com/firm/financial-management-services-inc-overland-park-ks-115897.md)) | 115897 | Overland Park, KS | State-registered investment adviser | Not reported | 26 | Hourly, Fixed fee, Other |
| [Financial Partners Group, Inc.](https://advisorcensus.com/firm/financial-partners-group-inc-overland-park-ks-288644) ([md](https://advisorcensus.com/firm/financial-partners-group-inc-overland-park-ks-288644.md)) | 288644 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Financialife Outfitters LLC](https://advisorcensus.com/firm/financialife-outfitters-llc-overland-park-ks-290053) ([md](https://advisorcensus.com/firm/financialife-outfitters-llc-overland-park-ks-290053.md)) | 290053 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [First Class Capital](https://advisorcensus.com/firm/first-class-capital-liberty-mo-329109) ([md](https://advisorcensus.com/firm/first-class-capital-liberty-mo-329109.md)) | 329109 | Liberty, MO | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Performance fee |
| [Flattery Wealth Management LLC](https://advisorcensus.com/firm/flattery-wealth-management-llc-north-kansas-city-mo-315190) ([md](https://advisorcensus.com/firm/flattery-wealth-management-llc-north-kansas-city-mo-315190.md)) | 315190 | North Kansas City, MO | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Focal Point Financial Group](https://advisorcensus.com/firm/focal-point-financial-group-prairie-village-ks-304505) ([md](https://advisorcensus.com/firm/focal-point-financial-group-prairie-village-ks-304505.md)) | 304505 | Prairie Village, KS | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Fortino Wealth Management, LLC](https://advisorcensus.com/firm/fortino-wealth-management-llc-overland-park-ks-344088) ([md](https://advisorcensus.com/firm/fortino-wealth-management-llc-overland-park-ks-344088.md)) | 344088 | Overland Park, KS | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Fortis Capital Advisors, LLC](https://advisorcensus.com/firm/fortis-capital-advisors-llc-prairie-village-ks-309709) ([md](https://advisorcensus.com/firm/fortis-capital-advisors-llc-prairie-village-ks-309709.md)) | 309709 | Prairie Village, KS | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/mo/kansas-city/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Kansas City, MO?**
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.

**How many fee-only financial advisors are in Kansas City, MO?**
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.

**How many financial advisors in Kansas City, MO offer financial planning?**
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.

**Are the financial advisors in Kansas City, MO fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Missouri](https://advisorcensus.com/advisors/mo) (https://advisorcensus.com/advisors/mo.md)
- [Financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city) (https://advisorcensus.com/advisors/mo/kansas-city.md)
- [Flat-fee financial advisors in Missouri](https://advisorcensus.com/advisors/mo/flat-fee) (https://advisorcensus.com/advisors/mo/flat-fee.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Kansas City, MO: 144 firms from Form ADV filings as of October 2026.