Wealth management advisors in Kansas City are available in several practices. The firm focuses on providing personalized financial planning to meet their clients’ individual needs. They offer services ranging from retirement planning to investment analysis. The firm is led by James S. Dussold, a certified financial planner. He also serves as president of FAS Corp. and is available for meetings, phone consultations, and email correspondence.
TRPG Financial is a full-service financial planning firm that specializes in retirement and estate planning. Its advisors have more than 150 years of combined experience. The firm also offers help to business owners and nonprofit organizations with custom 401(k) retirement plans. They also help clients with asset management and vendor selection. Their advisors are CFPs, Certified Financial Planners, and Chartered Life Underwriters.
Keen Wealth Advisors is another fee-based firm in Kansas City. The company is based in the Northland of Kansas City. Despite its location, the firm serves clients across the country. The team includes CFPs and a Certified Trust and Fiduciary Advisor. Their focus is on clients’ unique needs, and they don’t accept commissions or benefits from third-party vendors. Their clients receive a personal advisor who works with them on an as-needed basis.
A firm offering investment management services in Kansas City is known as Sterneck Capital Management. Founded in 1989 as a hedge fund, this firm relocated to Kansas City in 1999. They specialize in financial planning and asset management at the institutional level. This fee-only firm puts their clients’ interests above all else. It is proud to serve families and several generations of clients. The firm also provides investment advising and has appeared on Fox 4 and in The Kansas City Business Journal.
Fortune Financial Advisors is another firm in Kansas City that provides a comprehensive range of services. This firm offers business consulting, risk management, alternative investments, retirement planning, and fiduciary services. Their advisors are certified public accountants and chartered financial analysts. Unlike some other firms, they don’t have a minimum account size. They focus on high-net-worth individuals and businesses.
If you’re looking for wealth management advisors in Kansas City, the first step is to decide between a human financial planner and a robo-advisor. While robo-advisors are more convenient for general financial planning, human advisors are better for complex financial planning. They can manage assets for all types of clients, but some may require a minimum investment of $250,000 before they can begin working with you.
Choosing the right financial planner is an important step toward achieving your goals. An advisor who can help you define your financial goals and marry them with your values is crucial in your quest for financial security. Be sure to do your due diligence by looking online for reviews. Ask for a list of references and contact current clients to verify the advisor’s service. The choice of the right financial planner will depend on a few key factors, but there are many ways to select the right person for your needs.