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Best Financial Planners in Lee's Summit, Missouri

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Rankings use the published BizScore formulas. How we score

4Financial Planners scored in Lee's Summit
65Average BizScore
71Top BizScore
75%AI Visibility 50 or higher
84Average SEO score
4.8Average Google rating (4 rated)

Top Financial Planners in Lee's Summit

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Showing 1-4 of 4 Financial Planners listings in Lee's Summit, MO · page 1 of 1

#1Friedline Financial

4.6 Google rating · 9 reviews

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F

Score breakdown

AI Visibility58
SEO86
  • Financial Planner
  • Lee's Summit, Missouri
  • (816) 525-5560
  • friedlinefinancial.com

Friedline Financial is a Financial Planner in Lee’s Summit, MO. The firm guides individuals and companies through retirement, tax, estate, life‑and‑long‑term‑care, asset‑allocation and Social Security planning. Drawing on more than 15 years of experience with...

Ranked #2 of 6 Financial Planner listings in Lee's SummitScores updated Jun 7, 2026

#2Modern Wealth Management - Lee's Summit

5.0 Google rating · 4 reviews

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Modern Wealth Management - Lee's Summit website

Score breakdown

AI Visibility62
SEO85
  • Financial Planner
  • Lee's Summit, Missouri
  • (816) 554-3736
  • modernwealthmanagement.com

Modern Wealth Management - Lee's Summit is a financial planner in Lee's Summit, MO. The firm provides a full suite of wealth management services designed to help clients achieve their desired retirement lifestyles. Their core service offerings, known as the...

Ranked #1 of 6 Financial Planner listings in Lee's SummitScores updated Jun 7, 2026

#3NextGen Wealth of Lees Summit

4.8 Google rating · 50 reviews

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NextGen Wealth of Lees Summit website

Score breakdown

AI Visibility51
SEO90
  • Financial Planner
  • Lees Summit, Missouri
  • (816) 287-4780
  • nextgen-wealth.com

NextGen Wealth of Lees Summit is a financial planner in Lees Summit, MO. The firm provides financial planning services to individuals and businesses in Kansas City and virtually across the country. Led by Clint Haynes, CFP®, the firm specializes in helping...

Ranked #1 of 3 Financial Planner listings in Lees SummitScores updated Jun 30, 2026

#4Oak Road Wealth Management of Lees Summit

5.0 Google rating · 12 reviews

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Oak Road Wealth Management of Lees Summit website

Score breakdown

AI Visibility27
SEO73
  • Financial Planner
  • Lees Summit, Missouri
  • (816) 607-9188
  • oakroadwealth.com

Oak Road Wealth Management of Lees Summit is a financial planner in Lees Summit, MO. The firm provides comprehensive financial planning and disciplined investment management for individuals, families, and small business owners. Their specialized services...

Ranked #3 of 3 Financial Planner listings in Lees SummitScores updated Jun 29, 2026
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BizScoreAI ranks 4 financial planners in Lee's Summit, Missouri by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Lee's Summit ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Lee's Summit, Missouri does BizScoreAI track?

4 financial planners in Lee's Summit currently meet the profile-quality bar for this page, with an average BizScore of 65 and a top score of 71.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 75% of measured financial planners in Lee's Summit score 50 or higher.

Is being listed free?

Yes. Every financial planner in Lee's Summit is listed and scored for free, and claiming a listing is free too.