Fiduciary advisors in Lee'S Summit, MO
3 registered advisers
Residents of Lee'S Summit, Missouri looking for fiduciary financial advice have 3 SEC-registered options locally. 3 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.
BRIGHT PORTFOLIOS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$81M
Minimum--
Clients1
CAPITAL INVESTMENT MANAGEMENT, INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$477M
Minimum--
Clients1,057
STRONGBOX WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$457M
Minimum--
Clients1,550