# 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/page/2

## 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 2 of 3, 51 to 100 of 144, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Fortune Financial Advisors, LLC](https://advisorcensus.com/firm/fortune-financial-advisors-llc-overland-park-ks-145799) ([md](https://advisorcensus.com/firm/fortune-financial-advisors-llc-overland-park-ks-145799.md)) | 145799 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Greenup Street Wealth Management LLC](https://advisorcensus.com/firm/greenup-street-wealth-management-llc-overland-park-ks-311391) ([md](https://advisorcensus.com/firm/greenup-street-wealth-management-llc-overland-park-ks-311391.md)) | 311391 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Greystone Capital Partners Group LLC](https://advisorcensus.com/firm/greystone-capital-partners-group-llc-kansas-city-mo-312326) ([md](https://advisorcensus.com/firm/greystone-capital-partners-group-llc-kansas-city-mo-312326.md)) | 312326 | Kansas City, MO | State-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [HDQ Wealth](https://advisorcensus.com/firm/hdq-wealth-kansas-city-mo-313427) ([md](https://advisorcensus.com/firm/hdq-wealth-kansas-city-mo-313427.md)) | 313427 | Kansas City, MO | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Heritage Asset Management, LLC](https://advisorcensus.com/firm/heritage-asset-management-llc-belton-mo-323344) ([md](https://advisorcensus.com/firm/heritage-asset-management-llc-belton-mo-323344.md)) | 323344 | Belton, MO | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Heritage First Wealth Management, LLC](https://advisorcensus.com/firm/heritage-first-wealth-management-llc-kansas-city-mo-342502) ([md](https://advisorcensus.com/firm/heritage-first-wealth-management-llc-kansas-city-mo-342502.md)) | 342502 | Kansas City, MO | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [In the Game Wealth Management](https://advisorcensus.com/firm/in-the-game-wealth-management-north-kansas-city-mo-338934) ([md](https://advisorcensus.com/firm/in-the-game-wealth-management-north-kansas-city-mo-338934.md)) | 338934 | North Kansas City, MO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Insight Financial Services](https://advisorcensus.com/firm/insight-financial-services-overland-park-ks-147518) ([md](https://advisorcensus.com/firm/insight-financial-services-overland-park-ks-147518.md)) | 147518 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Insight Investment Advisers LLC](https://advisorcensus.com/firm/insight-investment-advisers-llc-leawood-ks-286497) ([md](https://advisorcensus.com/firm/insight-investment-advisers-llc-leawood-ks-286497.md)) | 286497 | Leawood, KS | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Kansas City Private Wealth Management, LLC](https://advisorcensus.com/firm/kansas-city-private-wealth-management-llc-kansas-city-mo-172528) ([md](https://advisorcensus.com/firm/kansas-city-private-wealth-management-llc-kansas-city-mo-172528.md)) | 172528 | Kansas City, MO | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Kavar Capital Partners](https://advisorcensus.com/firm/kavar-capital-partners-leawood-ks-311744) ([md](https://advisorcensus.com/firm/kavar-capital-partners-leawood-ks-311744.md)) | 311744 | Leawood, KS | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee, Other |
| [Kedrec LLC](https://advisorcensus.com/firm/kedrec-llc-overland-park-ks-324024) ([md](https://advisorcensus.com/firm/kedrec-llc-overland-park-ks-324024.md)) | 324024 | Overland Park, KS | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Keen Wealth Advisors](https://advisorcensus.com/firm/keen-wealth-advisors-overland-park-ks-170293) ([md](https://advisorcensus.com/firm/keen-wealth-advisors-overland-park-ks-170293.md)) | 170293 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Kompass Kapital Advisors, LLC](https://advisorcensus.com/firm/kompass-kapital-advisors-llc-overland-park-ks-335041) ([md](https://advisorcensus.com/firm/kompass-kapital-advisors-llc-overland-park-ks-335041.md)) | 335041 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Konza Global Wealth Group](https://advisorcensus.com/firm/konza-global-wealth-group-overland-park-ks-331692) ([md](https://advisorcensus.com/firm/konza-global-wealth-group-overland-park-ks-331692.md)) | 331692 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Kornitzer Capital Management, Inc.](https://advisorcensus.com/firm/kornitzer-capital-management-inc-mission-ks-111087) ([md](https://advisorcensus.com/firm/kornitzer-capital-management-inc-mission-ks-111087.md)) | 111087 | Mission, KS | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Fixed fee |
| [Lakeshore Wealth Management LLC](https://advisorcensus.com/firm/lakeshore-wealth-management-llc-lake-lotawana-mo-331324) ([md](https://advisorcensus.com/firm/lakeshore-wealth-management-llc-lake-lotawana-mo-331324.md)) | 331324 | Lake Lotawana, MO | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Legacy Advisory Limited Company](https://advisorcensus.com/firm/legacy-advisory-limited-company-overland-park-ks-300802) ([md](https://advisorcensus.com/firm/legacy-advisory-limited-company-overland-park-ks-300802.md)) | 300802 | Overland Park, KS | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Legacy Financial Strategies, LLC](https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553) ([md](https://advisorcensus.com/firm/legacy-financial-strategies-llc-overland-park-ks-283553.md)) | 283553 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Legacy Investment Partners, LLC](https://advisorcensus.com/firm/legacy-investment-partners-llc-overland-park-ks-133014) ([md](https://advisorcensus.com/firm/legacy-investment-partners-llc-overland-park-ks-133014.md)) | 133014 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Lexaurum Advisors](https://advisorcensus.com/firm/lexaurum-advisors-overland-park-ks-283653) ([md](https://advisorcensus.com/firm/lexaurum-advisors-overland-park-ks-283653.md)) | 283653 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Maciel Wealth Management](https://advisorcensus.com/firm/maciel-wealth-management-overland-park-ks-297772) ([md](https://advisorcensus.com/firm/maciel-wealth-management-overland-park-ks-297772.md)) | 297772 | Overland Park, KS | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Mariner](https://advisorcensus.com/firm/mariner-overland-park-ks-140195) ([md](https://advisorcensus.com/firm/mariner-overland-park-ks-140195.md)) | 140195 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Mariner Advisor Network](https://advisorcensus.com/firm/mariner-advisor-network-overland-park-ks-283824) ([md](https://advisorcensus.com/firm/mariner-advisor-network-overland-park-ks-283824.md)) | 283824 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Mariner Independent](https://advisorcensus.com/firm/mariner-independent-overland-park-ks-305418) ([md](https://advisorcensus.com/firm/mariner-independent-overland-park-ks-305418.md)) | 305418 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [MCD-Kissner GP, LLC](https://advisorcensus.com/firm/mcd-kissner-gp-llc-overland-park-ks-336165) ([md](https://advisorcensus.com/firm/mcd-kissner-gp-llc-overland-park-ks-336165.md)) | 336165 | Overland Park, KS | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Fixed fee, Performance fee |
| [Midwest Financial Group LLC](https://advisorcensus.com/firm/midwest-financial-group-llc-overland-park-ks-175288) ([md](https://advisorcensus.com/firm/midwest-financial-group-llc-overland-park-ks-175288.md)) | 175288 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Mission Financial Planning, Inc.](https://advisorcensus.com/firm/mission-financial-planning-inc-mission-ks-154469) ([md](https://advisorcensus.com/firm/mission-financial-planning-inc-mission-ks-154469.md)) | 154469 | Mission, KS | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [MN Wealth Advisors, LLC](https://advisorcensus.com/firm/mn-wealth-advisors-llc-overland-park-ks-322617) ([md](https://advisorcensus.com/firm/mn-wealth-advisors-llc-overland-park-ks-322617.md)) | 322617 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Modern Wealth Management, LLC](https://advisorcensus.com/firm/modern-wealth-management-llc-kansas-city-mo-324624) ([md](https://advisorcensus.com/firm/modern-wealth-management-llc-kansas-city-mo-324624.md)) | 324624 | Kansas City, MO | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Mokan Wealth Management](https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005) ([md](https://advisorcensus.com/firm/mokan-wealth-management-overland-park-ks-328005.md)) | 328005 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Monarch Fiduciary, LLC](https://advisorcensus.com/firm/monarch-fiduciary-llc-kansas-city-mo-337645) ([md](https://advisorcensus.com/firm/monarch-fiduciary-llc-kansas-city-mo-337645.md)) | 337645 | Kansas City, MO | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Next Bloom Wealth](https://advisorcensus.com/firm/next-bloom-wealth-gladstone-mo-322155) ([md](https://advisorcensus.com/firm/next-bloom-wealth-gladstone-mo-322155.md)) | 322155 | Gladstone, MO | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Nicholson Meyer Capital Management, Inc.](https://advisorcensus.com/firm/nicholson-meyer-capital-management-inc-kansas-city-mo-105580) ([md](https://advisorcensus.com/firm/nicholson-meyer-capital-management-inc-kansas-city-mo-105580.md)) | 105580 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Normandy Investment Advisors](https://advisorcensus.com/firm/normandy-investment-advisors-leawood-ks-316321) ([md](https://advisorcensus.com/firm/normandy-investment-advisors-leawood-ks-316321.md)) | 316321 | Leawood, KS | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Nova R Wealth, Inc.](https://advisorcensus.com/firm/nova-r-wealth-inc-overland-park-ks-169574) ([md](https://advisorcensus.com/firm/nova-r-wealth-inc-overland-park-ks-169574.md)) | 169574 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Novadius Wealth Management](https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229) ([md](https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229.md)) | 148229 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Oak Road Wealth Management](https://advisorcensus.com/firm/oak-road-wealth-management-lee-s-summit-mo-284446) ([md](https://advisorcensus.com/firm/oak-road-wealth-management-lee-s-summit-mo-284446.md)) | 284446 | Lee'S Summit, MO | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [One Advisory Partners, LLC](https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614) ([md](https://advisorcensus.com/firm/one-advisory-partners-llc-overland-park-ks-161614.md)) | 161614 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Onedigital](https://advisorcensus.com/firm/onedigital-overland-park-ks-106766) ([md](https://advisorcensus.com/firm/onedigital-overland-park-ks-106766.md)) | 106766 | Overland Park, KS | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Hourly, Fixed fee, Performance fee |
| [Oread Wealth Partners](https://advisorcensus.com/firm/oread-wealth-partners-leawood-ks-316195) ([md](https://advisorcensus.com/firm/oread-wealth-partners-leawood-ks-316195.md)) | 316195 | Leawood, KS | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Osborne Global Investors, Inc.](https://advisorcensus.com/firm/osborne-global-investors-inc-lee-s-summit-mo-129128) ([md](https://advisorcensus.com/firm/osborne-global-investors-inc-lee-s-summit-mo-129128.md)) | 129128 | Lee'S Summit, MO | State-registered investment adviser | Under $25 million | 22 | % of assets, Fixed fee |
| [Pandi, LLC](https://advisorcensus.com/firm/pandi-llc-kansas-city-mo-330112) ([md](https://advisorcensus.com/firm/pandi-llc-kansas-city-mo-330112.md)) | 330112 | Kansas City, MO | SEC-registered investment adviser | $1 billion to $5 billion | 2 | Hourly, Fixed fee |
| [PCG Wealth Management](https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977) ([md](https://advisorcensus.com/firm/pcg-wealth-management-overland-park-ks-290977.md)) | 290977 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [PHD Retirement Consulting](https://advisorcensus.com/firm/phd-retirement-consulting-overland-park-ks-304989) ([md](https://advisorcensus.com/firm/phd-retirement-consulting-overland-park-ks-304989.md)) | 304989 | Overland Park, KS | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Pioneer Financial Advisors](https://advisorcensus.com/firm/pioneer-financial-advisors-praire-village-ks-118360) ([md](https://advisorcensus.com/firm/pioneer-financial-advisors-praire-village-ks-118360.md)) | 118360 | Praire Village, KS | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly, Fixed fee, Commissions |
| [Platform Investments, LLC](https://advisorcensus.com/firm/platform-investments-llc-kansas-city-mo-159261) ([md](https://advisorcensus.com/firm/platform-investments-llc-kansas-city-mo-159261.md)) | 159261 | Kansas City, MO | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee, Other |
| [Postrock Partners LLC](https://advisorcensus.com/firm/postrock-partners-llc-overland-park-ks-328865) ([md](https://advisorcensus.com/firm/postrock-partners-llc-overland-park-ks-328865.md)) | 328865 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Prairie Advisory, LLC](https://advisorcensus.com/firm/prairie-advisory-llc-leawood-ks-339211) ([md](https://advisorcensus.com/firm/prairie-advisory-llc-leawood-ks-339211.md)) | 339211 | Leawood, KS | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Prairie Capital Management Group, LLC](https://advisorcensus.com/firm/prairie-capital-management-group-llc-kansas-city-mo-311623) ([md](https://advisorcensus.com/firm/prairie-capital-management-group-llc-kansas-city-mo-311623.md)) | 311623 | Kansas City, MO | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee, Other |

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## 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)
- [Fee-only financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/fee-only) (https://advisorcensus.com/advisors/mo/kansas-city/fee-only.md)
- [Hourly financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/hourly) (https://advisorcensus.com/advisors/mo/kansas-city/hourly.md)
- [Financial advisors for pre-retirees in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/pre-retirees) (https://advisorcensus.com/advisors/mo/kansas-city/pre-retirees.md)
- [Financial advisors for retirees in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/retirees) (https://advisorcensus.com/advisors/mo/kansas-city/retirees.md)
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- [Financial advisors in St. Louis](https://advisorcensus.com/advisors/mo/st-louis) (https://advisorcensus.com/advisors/mo/st-louis.md)
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- [Financial advisors in Cape Girardeau](https://advisorcensus.com/advisors/mo/cape-girardeau) (https://advisorcensus.com/advisors/mo/cape-girardeau.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.