Best Financial Planners in Lee's Summit, Missouri
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Lee's Summit
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-5 of 5 Financial Planners listings in Lee's Summit, MO · page 1 of 1
Score breakdown
- 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...
Score breakdown
- 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...
Score breakdown
- 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...
Score breakdown
- 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...
Score breakdown
- Financial Planner
- Lee's Summit, Missouri
- (816) 246-9473
- wealthenhancementgroup.com
What the Data Shows for Financial Planners in Lee's Summit
40% of the 5 financial planners we measured in Lee's Summit reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 67.
The average Google rating across 5 rated financial planners is 4.8, and the median listing has 12 reviews.
None of the 5 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 5 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. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. 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 ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Lee's Summit, Missouri does BizScoreAI track?
5 financial planners in Lee's Summit currently meet the profile-quality bar for this page, with an average BizScore of 54 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. 40% 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.
