Best Financial Advisors in LEE'S SUMMIT, Missouri
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$559M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in LEE'S SUMMIT
#1
89
CAPITAL INVESTMENT MANAGEMENT, INC
LEE'S SUMMIT, MO · Since 2012
$559M AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
84
BRIGHT PORTFOLIOS, LLC
LEE'S SUMMIT, MO · Since 2024
$136M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
76
STRONGBOX WEALTH, LLC
LEE'S SUMMIT, MO · Since 2019
$562M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LEE'S SUMMIT?
The median advisory fee in LEE'S SUMMIT, MO is 0.95% of assets under management per year, based on Form ADV filings from 3 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.