Top financial advisors in Independence, MO
We’ve curated a list of the best financial advisors in Independence, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$91,927,963
Number of advisors
5 advisors
| $91,927,963 | 5 advisors | |
| 2 |
Assets under management
$55,041,843
Number of advisors
2 advisors
| $55,041,843 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Independence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Independence. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Stewardship Capital
Stewardship Capital, Ltd. is a registered investment adviser established in 1997, offering investment supervisory services and financial planning. The firm's owner, Ronald Finke, has been in the financial services industry since 1982. Stewardship Capital, Ltd. acts as a fiduciary, obligated to act in the client's best interest at all times. The firm provides discretionary portfolio management, investing in mutual funds, ETFs, stocks, bonds, and other instruments. Financial planning services cover various aspects such as retirement, tax planning, and estate planning. The firm charges fees based on a percentage of the account value, with a minimum asset value of $50,000 for investment supervisory services. Clients have the option to pay fees monthly or quarterly. Stewardship Capital, Ltd. may also provide insurance products through its brokers. The firm primarily manages client accounts on a discretionary basis, allowing for trading activity without prior authorization for each trade. Investment strategies include long and short-term purchases, leveraged ETFs, and option writing. Stewardship Capital, Ltd. uses various methods of analysis, including fundamental and technical analysis. The firm does not participate in initial public offerings and does not guarantee future results or protection against market losses. Clients receive regular performance reports and have access to educational conferences and consulting services provided by the custodian, Schwab. The firm emphasizes privacy and security of client information, with safeguards in place to protect personal data.
$91,927,963 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesHeartland Capital Advisors, L.c.
Heartland Capital Advisors, L.c. is a financial advisory firm based in Independence, Missouri. It currently has approximately $55,041,843 of assets under management and employs about 2 people. Heartland Capital Advisors, L.c. uses a fee structure of a percentage of assets under your management and fixed fees.
$55,041,843 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Independence, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Independence. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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