Accepting new members
The Kansas City Financial Advisors Network is a group of forward-thinking financial planners who want to improve financial wellness throughout the Kansas City area. We inform and educate our neighbors so they can thrive personally and help cultivate growth across our metropolitan community.
Membership standards
Requirements
- Independent
- Registered Investment Adviser
- Financial planning experience
- Continuing education
- CFP® certified
- Fiduciary
- Fee-only
- Positive reputation
- Comprehensive planning
- Accepting new clients
How membership works
Interested in joining our network?
- 01
Self-qualify
Review the membership standards above and confirm that you meet each requirement.
- 02
Apply
- 03
Interview
Schedule a conversation with one of our advisors. We’ll reach out within seven days of receiving your application.
- 04
Decide
We’ll decide whether the fit is right for the network, and you’ll decide whether membership is right for you.
- 05
Onboard
- Complete the onboarding form and provide requested information
- Submit your first blog post
- Pay initial dues
Have questions?
Email the network