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Top 100 Independent Financial Advisors, Barron’s magazine |
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Top 100 Wealth Advisors in America, Worth Magazine |
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Top 50 Independent Advisors, Forbes Magazine |
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Areas of Focus: Investment Management, Financial Planning, Estate Planning |
Reflecting the satisfaction of our clients, Creative Planning has grown through referrals. With more than $2.5 billion in assets under management, our top flight team has extensive experience in both bull and bear markets. Creative’s investment committee focuses on cost-effective, after-tax results. Creative steadfastly refuses to sell proprietary funds, which would immediately create a conflict of interest. Our process has withstood both academic testing and real world markets, with an emphasis on maximizing returns while controlling risk. There has never been a better time to meet with Kansas City’s most recognized wealth management advisors to get your personal financial house in order.
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Areas of Focus
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Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Kansas City area (includes Johnson, Wyandotte, Douglas, Leavenworth, Miami, Atchison, and Franklin counties in the state of Kansas; and Jackson, Clay, Plate, Cass, Buchanan, and Ray counties in the state of Missouri) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 7,200 wealth managers in the area. 676 award candidates in the Kansas City area were considered for the award, of which 200 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, KC Magazine or KC Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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