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Fee-only financial advisors in Kansas City, Missouri

Which fee-only financial advisor should I talk to in Kansas City?

Start with a fee-only advisor in Kansas City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Kristine McKinley of Beacon Financial Advisors, LLC, Evan Lang of Atwood & Palmer and Kyle Hill of Hill-Top Financial Planning, LLC, chosen for their credentials and fees on file.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Kristine McKinley Beacon Financial Advisors, LLC Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
  • Evan Lang Atwood & Palmer Holds the CFA. Fees on file: percentage of assets, flat fee or retainer.
  • Kyle Hill Hill-Top Financial Planning, LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Tyler Landes Tandem Financial Guidance, LLC Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
  • Marilee Lonergan Greystone Capital Partners Group Holds the CFP. Fees on file: percentage of assets, hourly.
  • Mitchell Gasbarro Buttonwood Financial Group Holds the CFP. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
49
Firms
23
Hold the CFP
31%
  • Other credentials: CFA 8% · CPA 2%
  • How they charge (of 49 with fees on file): percentage of assets 92% · fixed fees 73% · hourly 51% · flat fee or retainer 14%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Find an advisor in Kansas City by what you need

Find an advisor in Missouri by fee, assets, or credential

Questions about fee-only advisors in Kansas City

How many fee-only advisors in Kansas City are there?

The Wellspent public graph lists 49 fee-only advisors in Kansas City, at 23 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in Kansas City focus on?

The most common focus among fee-only advisors in Kansas City is retirement planning (15), followed by family wealth transfer (11) and tax planning (10). Advisors can list more than one.

How do fee-only advisors in Kansas City charge?

The most common fee among fee-only advisors in Kansas City is a percentage of assets, used by 92% of the 49 with fees on file. Many use more than one: 73% charge fixed fees and 51% charge by the hour.

How much do fee-only financial advisors charge in Missouri?

Fee-only financial advisors in Missouri charge a median of $4,770 a year for ongoing planning. We found this across the published prices of 18 Missouri firms.

How many fee-only advisors in Kansas City hold the CFP?

31% of the 49 fee-only advisors in Kansas City hold the CFP certification, based on the credentials listed on each record.

Does Missouri tax income on top of federal tax?

Yes. Missouri has a state income tax, so a financial plan for a Missouri resident should project it alongside federal tax.

Is there a local income tax in Missouri?

Yes. In Missouri, Kansas City and St. Louis add an earnings tax.

How current is this list of fee-only advisors in Kansas City?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

All 49 advisors in Kansas City

Fee-only advisors in Kansas City, Missouri: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Tyler Landes Tandem Financial Guidance, LLC Kansas City AIF, CFP Ongoing planning fee, One-time planning fee
Kristine McKinley Beacon Financial Advisors, LLC Kansas City CFP, CPA Hourly, Ongoing planning fee
Tom Kaminski Twin Robins Capital, LLC Kansas City CFP, CRPC Percentage of assets, Fixed fees
Kyle Hill Hill-Top Financial Planning, LLC Kansas City CFP Percentage of assets, Ongoing planning fee
Beth Watts Financial Avenues, LLC. Kansas City CFP Hourly, Fixed fees
Austin Drake Sterneck Capital Management Kansas City CFP Percentage of assets, Fixed fees
Danielle Brown Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Mitchell Gasbarro Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Rachael Graf Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
David Gourley K-12 Planning Kansas City Not listed Percentage of assets, Ongoing planning fee
Evan Lang Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Peter Sowden Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Spencer Jones Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Tracy St. John Financial Avenues, LLC. Kansas City Not listed Hourly, Fixed fees
Jack Wheeler Kansas City Private Wealth Management Kansas City CFA Percentage of assets, Hourly
Brandie Giffin Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Carlos Carriedo Samaniego Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
James Montgomery Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Jon McGraw Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Kaden Ludlow Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Matthew Eilert Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Robin Sterneck Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Steven Franke Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Steven Palmer Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Vincent Pastorino Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Blake Harris Windward Private Wealth Management Kansas City Not listed Percentage of assets, Fixed fees
Andrew Surber Tax Favored Retirement Kansas City Not listed Percentage of assets, Hourly
Douglas Garrett Tax Favored Retirement Kansas City Not listed Percentage of assets, Hourly
Jerry Snider Snider & Talbot Kansas City Not listed Percentage of assets, Hourly
Richard Talbot Snider & Talbot Kansas City Not listed Percentage of assets, Hourly
Theodore Perez Tax Favored Retirement Kansas City Not listed Percentage of assets, Hourly
Christopher Nelson Private Wealth Consulting Kansas City Not listed Percentage of assets, Fixed fees
Donald Hubbs Private Wealth Consulting Kansas City Not listed Percentage of assets, Fixed fees
Harrison Hubbs Private Wealth Consulting Kansas City Not listed Percentage of assets, Fixed fees
James Meysenburg Sonas Financial Group Kansas City CFP Percentage of assets, Hourly
Jennifer Nicholson Nicholson Meyer Capital Management Kansas City CFP Percentage of assets, Hourly
Marilee Lonergan Greystone Capital Partners Group Kansas City CFP Percentage of assets, Hourly
Mathew Dahlberg Main Street Investments Kansas City CFP Percentage of assets, Hourly
Trevor Harris Sonas Financial Group Kansas City CFP Percentage of assets, Hourly
Zachary Emslie Bluevine Advice Kansas City CFP Percentage of assets, Fixed fees
Emalee Wheeler Greater Than Financial Kansas City Not listed Percentage of assets, Hourly
Jessica Estes-Fleischmann Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
John Carey Greystone Capital Partners Group Kansas City Not listed Percentage of assets, Hourly
Jordan Lambert Ryan Poage & Kansas City Not listed Percentage of assets, Fixed fees
Jose Castillo Weatherby Capital Kansas City Not listed Percentage of assets, Hourly
Peter Vrooman Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
Ron Dietz Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
Susanne Meyer Nicholson Meyer Capital Management Kansas City Not listed Percentage of assets, Hourly
Thomas King Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees

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