# Financial advisors with no account minimum in Kansas City, MO > AdvisorCensus lists 24 investment advisory firms with a principal office in the Kansas City metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/kansas-city/no-account-minimum ## At a glance - Investment advisory firms: 24 - Registration: SEC-registered investment adviser: 24 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 10 (42%); Percentage of assets 24 (100%); Hourly charges 13 (54%); Fixed fees 22 (92%); Commissions 1 (4%); Performance-based fees 2 (8%); Other 3 (13%) - Regulatory assets under management (Item 5.F): $100 million to $500 million 14 (58%); $500 million to $1 billion 6 (25%); $1 billion to $5 billion 4 (17%) - Years registered: Under 5 years 15 (63%); 5 to 9 years 6 (25%); 10 to 19 years 3 (13%) ## Firms (page 1 of 1, 1 to 24 of 24, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [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 | | [Bright Portfolios, LLC](https://advisorcensus.com/firm/bright-portfolios-llc-lee-s-summit-mo-288605) ([md](https://advisorcensus.com/firm/bright-portfolios-llc-lee-s-summit-mo-288605.md)) | 288605 | Lee'S Summit, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [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 | | [Prevail Innovative Wealth Advisors, LLC](https://advisorcensus.com/firm/prevail-innovative-wealth-advisors-llc-leawood-ks-288641) ([md](https://advisorcensus.com/firm/prevail-innovative-wealth-advisors-llc-leawood-ks-288641.md)) | 288641 | Leawood, KS | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Commissions, Performance fee | | [Providence Financial Advisors, LLC](https://advisorcensus.com/firm/providence-financial-advisors-llc-overland-park-ks-124839) ([md](https://advisorcensus.com/firm/providence-financial-advisors-llc-overland-park-ks-124839.md)) | 124839 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other | | [Quantum Financial Partners LLC](https://advisorcensus.com/firm/quantum-financial-partners-llc-overland-park-ks-138112) ([md](https://advisorcensus.com/firm/quantum-financial-partners-llc-overland-park-ks-138112.md)) | 138112 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee | | [Sarver Vrooman Wealth Advisors LLC](https://advisorcensus.com/firm/sarver-vrooman-wealth-advisors-llc-kansas-city-mo-332699) ([md](https://advisorcensus.com/firm/sarver-vrooman-wealth-advisors-llc-kansas-city-mo-332699.md)) | 332699 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee | | [Sound Stewardship, LLC](https://advisorcensus.com/firm/sound-stewardship-llc-overland-park-ks-129755) ([md](https://advisorcensus.com/firm/sound-stewardship-llc-overland-park-ks-129755.md)) | 129755 | Overland Park, KS | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee, Other | ## Questions people ask **Which financial advisors in Kansas City, MO have no account minimum?** 24 investment advisory firms with a principal office in the Kansas City metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states one. **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) - [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) - [Flat-fee financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/flat-fee) (https://advisorcensus.com/advisors/mo/kansas-city/flat-fee.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) - [Financial advisors in Overland Park, KS](https://advisorcensus.com/advisors/mo/kansas-city/overland-park) (https://advisorcensus.com/advisors/mo/kansas-city/overland-park.md) - [Financial advisors in Leawood, KS](https://advisorcensus.com/advisors/mo/kansas-city/leawood) (https://advisorcensus.com/advisors/mo/kansas-city/leawood.md) - [Financial advisors in St. Louis](https://advisorcensus.com/advisors/mo/st-louis) (https://advisorcensus.com/advisors/mo/st-louis.md) - [Financial advisors in Springfield](https://advisorcensus.com/advisors/mo/springfield) (https://advisorcensus.com/advisors/mo/springfield.md) - [Financial advisors in Columbia](https://advisorcensus.com/advisors/mo/columbia) (https://advisorcensus.com/advisors/mo/columbia.md) - [Financial advisors in Jefferson City](https://advisorcensus.com/advisors/mo/jefferson-city) (https://advisorcensus.com/advisors/mo/jefferson-city.md) - [Financial advisors in Joplin](https://advisorcensus.com/advisors/mo/joplin) (https://advisorcensus.com/advisors/mo/joplin.md) - [Financial advisors in Cape Girardeau](https://advisorcensus.com/advisors/mo/cape-girardeau) (https://advisorcensus.com/advisors/mo/cape-girardeau.md) - [Financial advisors in St. Joseph](https://advisorcensus.com/advisors/mo/st-joseph) (https://advisorcensus.com/advisors/mo/st-joseph.md) Cite as: AdvisorCensus. Financial advisors with no account minimum in Kansas City, MO: 24 firms from Form ADV filings as of October 2026.