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Financial Planners in Excelsior Springs, MO: 2026 rankings

52 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Excelsior Springs: Alliance Financial & Income Tax, RFA Score 73/100; 4.9★ from 326 Google reviews.

  2. 6

    Most-reviewed: UMB Bank (with drive-thru services), 134 Google reviews at 4.3★, the most of 52 ranked after Alliance Financial & Income Tax; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

52 Excelsior Springs financial planners are ranked here by RFA Score, from eight published factors. 14 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 52 rated firms.

Top 10 financial planners in Excelsior Springs at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Excelsior Springs at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Alliance Financial & Income Tax734.9★ (326)Blue Springs, 22 mi away—Top score
2Todd Nitsche - COUNTRY Financial Representative694.9★ (63)Liberty, 13 mi away——
3Eagle Wealth Planning LLC685.0★ (27)Kansas City, 8 mi away——
4UMB Bank (with drive-thru services)684.5★ (121)Kansas City, 20 mi awaySat—
5UMB Bank (with drive-thru services)674.5★ (125)Independence, 22 mi awaySat—
6UMB Bank (with drive-thru services)664.3★ (134)Kansas City, 22 mi awaySatMost reviews
7Kyle Given - COUNTRY Financial Agent664.9★ (54)Grain Valley, 23 mi away——
8UMB Bank (with drive-thru services)664.4★ (103)Blue Springs, 22 mi awaySat—
9UMB Bank (with drive-thru services)654.0★ (76)Liberty, 14 mi awaySat—
10UMB Bank (with drive-thru services)654.4★ (66)Independence, 20 mi awaySat—

All 52 financial planners in Excelsior Springs, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  12. #12 Ehler Financial Group

    Based in Liberty, 13 mi away

    65/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1528 NE 96th St A, Liberty, MO 64068
    View profile for Ehler Financial Group(816) 436-0106

  22. #22 Arvest Bank

    Based in Independence, 23 mi away

    61/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.9★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 37 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4340 S Noland Rd, Independence, MO 64055
    View profile for Arvest Bank(816) 946-5308

  23. #23 Stewardship Capital Ltd.

    Based in Independence, 22 mi away

    61/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4200 Little Blue Pkwy #650, Independence, MO 64057
    View profile for Stewardship Capital Ltd.(816) 833-6650

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 52 ranked financial planners here; the rest are on their profiles.

financial planners in Excelsior Springs, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bankers Life604.0★ (22)23 mi
27Arvest Bank604.1★ (15)22 mi
28Premier Network602.8★ (9)13 mi
29Clear Compass Financial Group605.0★ (9)24 mi
30Spencer Financial Services Inc605.0★ (3)13 mi
31Walker Financial605.0★ (9)24 mi
32Laura Foster - COUNTRY Financial Agent595.0★ (4)18 mi
33COUNTRY Financial594.4★ (7)22 mi
34ECS Capital Investments595.0★ (5)22 mi
35Equity Financial Services - Dan Raeber585.0★ (3)18 mi
36Wes Vogt - COUNTRY Financial Representative584.4★ (5)23 mi
37Shade Tree Investments585.0★ (4)22 mi
38Audrey Stiles, LLC585.0★ (4)23 mi
39Flattery Wealth Management585.0★ (4)24 mi
40Bank of America (with Drive-thru ATM)572.3★ (73)13 mi
41Barker Insurance Group575.0★ (3)22 mi
42Steve Leeper - COUNTRY Financial Representative575.0★ (3)23 mi
43Evans & Steele Financial574.7★ (3)23 mi
44Jacques Chery - COUNTRY Financial Representative573.7★ (3)21 mi
45WEALTH | KC565.0★ (49)23 mi
46Bank of America (with Drive-thru ATM)562.5★ (62)22 mi
47Executive Financial Consultant561.7★ (11)23 mi
48Bank of America (with Drive-thru ATM)562.3★ (76)20 mi
49Arvest Bank ATM551.0★ (4)23 mi
50Bank of America (with Drive-thru ATM)552.4★ (83)23 mi

Also serving Excelsior Springs

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Excelsior Springs
BusinessGoogle ratingDistance
David Brooks, Bankers Life Securities Financial Representative5.0★ (2)23 mi
Edward Jones - Financial AdvisorIn Excelsior Springs
Edward Jones - Financial Advisor: Brian L Yarbrough, CFP®|AAMS®5.0★ (1)In Excelsior Springs
Edward Jones - Financial Advisor: Clint R Cain5.0★ (1)In Excelsior Springs
Edward Jones - Financial Advisor: Jeremy StoneIn Excelsior Springs
Edward Jones - Financial Advisor: Tracey L RichardIn Excelsior Springs
envision financial independence mo5.0★ (2)22 mi
Fairfax Financial Services3.0★ (2)21 mi
Family Wealthcare Center5.0★ (1)In Excelsior Springs
FDF Wealth Strategies5.0★ (2)23 mi
Financial Avenues, LLC5.0★ (2)13 mi
Joshua Fuller, Financial Planner | Prudential Advisors5.0★ (2)13 mi
Kelli Smith - Edelman Financial Engines5.0★ (2)15 mi
Michael M. Quarles Owner: Financial Longevity Advisory LLC5.0★ (2)25 mi
Myron Schelp - Thrivent3.0★ (2)24 mi
Premier Wealth Advisors5.0★ (2)23 mi
Snider Talbot Financial Planning5.0★ (2)12 mi
Steve Heggs - Raymond James5.0★ (2)25 mi
U.S. Bancorp Advisors - Financial Advisors: Nichole Jansen3.5★ (2)22 mi
Wealthsprings LLC Wealth Management3.0★ (2)In Excelsior Springs

How we ranked Excelsior Springs financial planners

We scored 52 Excelsior Springs financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Excelsior Springs data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Excelsior Springs: frequently asked questions

Which financial planner has the highest RFA Score in Excelsior Springs?

By RFA Score, the highest-ranked financial planner in Excelsior Springs, MO is Alliance Financial & Income Tax with an RFA Score of 73/100. It has 4.9★ from 326 Google reviews. Todd Nitsche - COUNTRY Financial Representative (#2) and Eagle Wealth Planning LLC (#3) follow. We ranked 52 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Excelsior Springs?

RankedFinancialAdvisors ranks 52 financial planners serving Excelsior Springs, MO. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Excelsior Springs work on weekends?

14 of 52 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#4), UMB Bank (with drive-thru services) (#5) and UMB Bank (with drive-thru services) (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Excelsior Springs financial planners have?

The median Google rating among 52 rated financial planners in Excelsior Springs is 4.8★, with a median of 16 reviews. Alliance Financial & Income Tax has the most, 326 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Excelsior Springs count in this ranking?

Yes, if they are within 25 mi of the Excelsior Springs city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Excelsior Springs ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Excelsior Springs a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Excelsior Springs

  1. November 2026: RFA Scores recalculated for 52 financial planners serving Excelsior Springs.

More financial planners and Excelsior Springs pages