Menu

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Get Matched With Advisors

Top Rated Financial Advisors in Lees Summi, Missouri

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Lees Summit, Missouri is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Lees Summit, Missouri with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Lees Summit, Missouri near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

John Fales

Searcy Financial Services, Inc.
CFP® CIMA® AIF®
John Fales, a financial fiduciary, has been a Paladin Registry member since 2004. John is the partner in Searcy Financial Services, Inc. John holds Certified Financial Planner , Certified Investment Management Analyst , Accredited Investment Fiduciary certifications. John has over 10 years of experience. John has over 10 years of experience with Searcy Financial Services, Inc. firm. John provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • View More
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • TD Ameritrade

James Claiborne

Financial Partners Group, LLC
CFC® CFS®
James Claiborne, a financial fiduciary, has been a Paladin Registry member since 2007. James is the owner of Financial Partners Group, LLC. James holds Certified Financial Consultant , Certified Fund Specialist certifications. James has over 25 years of experience. James provides financial services to clients in the Overland Park, Kansas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Kansas
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Investment Products for Commission: State List
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Illinois
    • Kansas
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Insurance Products for Commission: State List
    • Kansas
    • Missouri

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • Pershing
  • Schwab

Ryan Costello

The Retirement Planning Group
CFP®
Ryan Costello, a financial fiduciary, has been a Paladin Registry member since 2017. Ryan is the owner of The Retirement Planning Group. Ryan holds a Certified Financial Planner certification. Ryan has over 17 years of experience. Ryan provides financial services to clients in the Leawood, Kansas area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Insurance Products for Commission: State List
    • Kansas
    • Missouri

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab

Wilborn Advisors

V Wealth Advisors, LLC
Wilborn Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2019. Wilborn Advisors provides financial services to clients in the Overland Park, Kansas area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
25 Years Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • TD Ameritrade

Christopher Stakley

Steffes Financial, Ltd.
AIF® CFP®
Christopher Stakley, a financial fiduciary, has been a Paladin Registry member since 2019. Christopher holds Accredited Investment Fiduciary , Certified Financial Planner certifications. Christopher has over 9 years of experience. Christopher provides financial services to clients in the Overland Park, Kansas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
    • Texas

Additional Information:

Years of Experience:
9 Years

Gerald Steffes

Steffes Financial, Ltd.
AIF® CFP® CPA PFS
Gerald Steffes, a financial fiduciary, has been a Paladin Registry member since 2019. Gerald is the owner of Steffes Financial, Ltd. Gerald holds Accredited Investment Fiduciary , Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications. Gerald has over 22 years of experience. Gerald provides financial services to clients in the Overland Park, Kansas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
    • Texas

Additional Information:

Years of Experience:
22 Years

    Asset Requirement: $250,000

Cole Harper

Creative Planning
Cole Harper, a financial fiduciary, has been a Paladin Registry member since 2020. Cole has over 8 years of experience with Creative Planning firm. Cole provides financial services to clients in the Leawood, Kansas area.

Additional Information:

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab
  • Fidelity Investments

Alex Petrovic

Petrovic Financial Services
CFP®
Alex Petrovic, a financial fiduciary, has been a Paladin Registry member since 2021. Alex is the owner of Petrovic Financial Services. Alex holds a Certified Financial Planner certification. Alex has over 16 years of experience. Alex has over 16 years of experience with Petrovic Financial Services firm. Alex provides financial services to clients in the Prairie Village, Kansas area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
    • Texas
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Raymond James

Edward Taylor

IFS of Kansas City
AIF®
Edward Taylor, a financial fiduciary, has been a Paladin Registry member since 2021. Edward is the owner of IFS of Kansas City. Edward holds a Accredited Investment Fiduciary certification. Edward has over 22 years of experience. Edward provides financial services to clients in the Gladstone, Missouri area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Kansas
    • Missouri
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • Kansas
    • Missouri
    • Tennessee

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Other
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • SSG Institutional / Pershing LLC
  • Capital Group / American Funds

Joe Harrish

Prime Capital Investment Advisors
Joe Harrish, a financial fiduciary, has been a Paladin Registry member since 2021. Joe is the owner of Prime Capital Investment Advisors. Joe has over 16 years of experience. Joe provides financial services to clients in the Leawood, Kansas area.

Additional Information:

Years of Experience:
16 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.