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 Record
Lee'S Summit, MissouriCRD #288605
Typical Fee--
AUM$81M
Minimum--
Clients1

CAPITAL INVESTMENT MANAGEMENT, INC

Fee-Only, No ConflictsClean Record
Lee'S Summit, MissouriCRD #113917
Typical Fee--
AUM$477M
Minimum--
Clients1,057

STRONGBOX WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lee'S Summit, MissouriCRD #304952
Typical Fee--
AUM$457M
Minimum--
Clients1,550
Fiduciary Advisors in Lee'S Summit, Missouri | FiduciaryListings