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Financial Planners in Gladstone, MO: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Gladstone: Engaged Financial, RFA Score 73/100; 4.4★ from 804 Google reviews.

  2. 2

    Most-reviewed: Mutual of Omaha Mortgage, 505 Google reviews at 4.8★, the most of 200 ranked after Engaged Financial; ranked #2.

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

200 Gladstone financial planners are ranked here by RFA Score, from eight published factors. 32 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 200 rated firms.

Top 10 financial planners in Gladstone 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 Gladstone at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Engaged Financial734.4★ (804)Kansas City, 8 mi away—Top score
2Mutual of Omaha Mortgage724.8★ (505)Overland Park, 19 mi away—Most reviews
3UMB Bank (with drive-thru services)724.5★ (121)Kansas City, 1 mi awaySat—
4Cybersecurity & Strategic IT Services in Lenexa, KS | Onsite Logic725.0★ (228)Lenexa, 19 mi away——
5Alliance Financial & Income Tax724.9★ (326)Blue Springs, 20 mi away——
6Creative Planning724.8★ (422)Overland Park, 20 mi away——
7Todd Nitsche - COUNTRY Financial Representative714.9★ (63)Liberty, 7 mi away——
8Vico Chery - COUNTRY Financial Agent704.9★ (30)Gladstone——
9Cetera Planning Partners705.0★ (135)Leawood, 20 mi away——
10Tiffany Nyquist - COUNTRY Financial Agent695.0★ (24)Kansas City, 2 mi away——

All 200 financial planners in Gladstone, 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.

  1. Ranked #1 in Gladstone

    #1 Engaged Financial

    Based in Kansas City, 8 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.4★ from 804 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 804 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    10812 MO-45, Parkville, MO 64152
    View profile for Engaged Financial(888) 827-8962

  2. #2 Mutual of Omaha Mortgage

    Based in Overland Park, 19 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 505 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 505 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    10740 Nall Ave #115, Overland Park, KS 66211
    View profile for Mutual of Omaha Mortgage(913) 954-4320

  6. #6 Creative Planning

    Based in Overland Park, 20 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 422 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 422 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5454 W 110th St, Overland Park, KS 66211
    View profile for Creative Planning(913) 338-2727

  9. #9 Cetera Planning Partners

    Based in Leawood, 20 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 135 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 135 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    11460 Tomahawk Creek Pkwy Ste 400, Leawood, KS 66211
    View profile for Cetera Planning Partners(913) 498-8898

  14. #14 WATERFRONT ADVISORS

    Based in Overland Park, 21 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    6711 W 121st St #200, Overland Park, KS 66209
    View profile for WATERFRONT ADVISORS(913) 951-5800

  18. #18 MOKAN Wealth Management

    Based in Overland Park, 24 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 101 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 101 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    14221 Metcalf Ave #150, Overland Park, KS 66223
    View profile for MOKAN Wealth Management(913) 257-3991

  22. #22 Infinitas

    Based in Overland Park, 20 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 70 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    10801 Mastin St Suite 370, Overland Park, KS 66210
    View profile for Infinitas(913) 563-7300

  23. #23 Bankers Life

    Based in Gladstone

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1801 NW Platte Rd Ste 220, Riverside, MO 64150
    View profile for Bankers Life(816) 737-6550

  25. #25 Ehler Financial Group

    Based in Liberty, 7 mi away

    67/100RFA Score

    Ranked #25 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

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 200 ranked financial planners here; the rest are on their profiles.

financial planners in Gladstone, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26UMB Bank (with drive-thru services)674.0★ (76)6 mi
27Arvest Bank674.1★ (15)In Gladstone
28UMB Bank (with drive-thru services)674.4★ (66)13 mi
29Dogwood Wealth Management675.0★ (48)20 mi
30Buttonwood Financial Group, LLC674.8★ (22)9 mi
31Eagle Wealth Planning LLC665.0★ (27)14 mi
32Accounting & Tax Solutions Inc.664.9★ (61)22 mi
33UMB Bank (with drive-thru services)664.5★ (79)18 mi
34Padgett Summit664.9★ (55)22 mi
35Edelman Financial Engines665.0★ (10)5 mi
36BSG Advisers - Overland Park665.0★ (36)19 mi
37Elevated Retirement Group665.0★ (31)18 mi
38HDQ Wealth665.0★ (12)7 mi
39UMB Bank (with drive-thru services)664.4★ (103)20 mi
40Kyle Given - COUNTRY Financial Agent664.9★ (54)23 mi
41Rayhons Financial665.0★ (39)21 mi
42Open Door Financial665.0★ (12)8 mi
43David Cooley - COUNTRY Financial Representative664.9★ (40)20 mi
44NextGen Wealth664.8★ (51)22 mi
45Richelle Gall - COUNTRY Financial Agent664.9★ (39)20 mi
46UMB Bank (with drive-thru services)664.4★ (57)16 mi
47White Sand Wealth Management654.7★ (13)8 mi
48Arvest Bank654.0★ (30)7 mi
49Prevail Innovative Wealth Strategies655.0★ (41)23 mi
50Java Wealth Planning655.0★ (10)8 mi

Also serving Gladstone

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 Gladstone
BusinessGoogle ratingDistance
Abigail Crain - Financial Advisor, Ameriprise Financial Services, LLCIn Gladstone
APS Ventures LLCIn Gladstone
Chris Hayden: Primerica - Financial Services3.0★ (2)In Gladstone
Corey Means - Financial Advisor, Ameriprise Financial Services, LLCIn Gladstone
David Brooks, Bankers Life Securities Financial Representative5.0★ (2)In Gladstone
David Hensley, Bankers Life Securities Financial Representative5.0★ (1)In Gladstone
Edward Jones - Financial Advisor: Amy ElledgeIn Gladstone
Edward Jones - Financial Advisor: Evan Follmer, CEPA®|AAMS®5.0★ (3)In Gladstone
Edward Jones - Financial Advisor: Gregory L Brummitt, CFP®|AAMS®4.7★ (13)In Gladstone
Edward Jones - Financial Advisor: Ryan P Mitchell, CFP®|CEPA®In Gladstone
Edward Jones - Financial Advisor: Todd C Salzman, CFP®In Gladstone
Financial institutionIn Gladstone
Gene Chartier, Bankers Life Securities Financial RepresentativeIn Gladstone
Hill-Top Financial Planning, LLC1.0★ (1)In Gladstone
Jason Berve - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Gladstone
K-12 Planning5.0★ (1)In Gladstone
Loan Factory - We Dare You To Compare5.0★ (60)In Gladstone
Next Bloom Wealth5.0★ (15)In Gladstone
Penney, Murray & Associates - Ameriprise Financial Services, LLCIn Gladstone
Wealth Management Group of KC LC - Northland OfficeIn Gladstone

How we ranked Gladstone financial planners

We scored 200 Gladstone 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 Gladstone 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 Gladstone: frequently asked questions

Which financial planner has the highest RFA Score in Gladstone?

By RFA Score, the highest-ranked financial planner in Gladstone, MO is Engaged Financial with an RFA Score of 73/100. It has 4.4★ from 804 Google reviews. Mutual of Omaha Mortgage (#2) and UMB Bank (with drive-thru services) (#3) follow. We ranked 200 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Gladstone?

RankedFinancialAdvisors ranks 200 financial planners serving Gladstone, MO. 3 of them are based in Gladstone; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Gladstone work on weekends?

32 of 200 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#3), UMB Bank (with drive-thru services) (#11) and UMB Bank (with drive-thru services) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gladstone financial planners have?

The median Google rating among 200 rated financial planners in Gladstone is 4.8★, with a median of 12 reviews. Engaged Financial has the most, 804 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 Gladstone count in this ranking?

Yes, if they are within 25 mi of the Gladstone 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 Gladstone 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 Gladstone 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 Gladstone

  1. November 2026: RFA Scores recalculated for 200 financial planners serving Gladstone.

More financial planners and Gladstone pages