Top financial advisors in Lees Summit, MO
We’ve curated a list of the best financial advisors in Lees Summit, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$315,774,832
Number of advisors
5 advisors
| $315,774,832 | 5 advisors | |
| 2 |
Assets under management
$222,499,354
Number of advisors
4 advisors
| $222,499,354 | 4 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 Lees Summit, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lees Summit. 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.
Strongbox Wealth, LLC
StrongBox Wealth, LLC is a financial advisor firm established in 2019, specializing in providing a wide array of investment advisory services to individuals and various types of clients. The firm is wholly owned by Charles S. Cooper III and Jonathan G. Gar
$315,774,832 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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 ServicesSelection Of Other AdvisersMadison Wealth Advisors, LLC
Madison Wealth Advisors, LLC (MWA) is a registered investment adviser based in Lee’s Summit, MO, established in 1999. MWA specializes in managing investment portfolios for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. They offer discretionary investment management services, creating portfolios primarily with no-load mutual funds and may include individual equity securities. MWA's investment philosophy is rooted in Modern Portfolio Theory, emphasizing diversified portfolios through passively managed asset class mutual funds. They primarily recommend mutual funds offered by Dimensional Fund Advisors, Bridgeway, and Stone Ridge Funds. MWA charges an annual fee based on a percentage of assets under management, with a minimum annual fee of $3,500. The firm may compensate third parties for client referrals and receives services from Charles Schwab, Fidelity, and TD Ameritrade. MWA does not vote proxies on behalf of clients and does not engage in principal transactions. Clients are urged to review custodial statements and compare them with MWA's reports. MWA has no disciplinary information or financial constraints that affect its ability to meet client commitments.
$222,499,354 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio 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 ServicesSelection Of Other Advisers
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 Lees Summit, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lees Summit. 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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