Google reviewers rate Wealth | KC five stars based on forty-nine reviews, with the owner responding to eighty percent of feedback. Clients frequently highlight the team's knowledge, patience, and clear communication regarding retirement planning, investment strategies, and financial transitions. Feedback notes that advisors take time to understand individual goals, provide educational resources, and maintain responsive contact without rushing meetings. No recurring criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 49 reviews (100% five-star).
Reviews on this page: 49 Google reviews (45 with written comments).
Owner responses: the business replied to 80% of reviews.
Most recent review: October 20, 2026.
Service: Retirement Planner serving Kansas City, Missouri.
Data from Google, last updated October 25, 2026.
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Customer reviews
5.0
★★★★★
49 reviews on Google
5★49
4★0
3★0
2★0
1★0
Reviews from Google, shown as published (original wording, unedited).
JP
Julie Plunkett8 reviews
★★★★★
Working with Shean Fletcher and the entire team at Wealth|KC has been one of the best financial decisions my husband and I have made. From the very beginning, they took the time to understand our goals, answer our questions and provide the guidance that gave us confidence in our financial future. Their professionalism, knowledge, and genuine care for their clients truly sets them apart. We appreciate their patience and dedication, and we highly recommend them to anyone looking for a trustworthy financial advisor.
Response from the owner · 5 days ago
Julie - thank you so much for the kind words, it's been a pleasure to work with you both as your financial advisor. We do truly value your goals and look forward to see those play out in your life and in retirement!
I had the pleasure of working with this company, specifically Will. I was nervous to review all my finances, but he was very professional, knowledgeable and passionate about creating me a solid financial plan. Highly recommend!
Response from the owner · 3 months ago
Echo, thank you so much for your kind words about Will! We couldn't agree more. It means a great deal that you've placed your trust in both Will and our team. We truly appreciate the opportunity to work with you!
There’s an old saying that trust is earned, well this group has definitely earned my trust. They are all incredibly knowledgeable, articulate, detailed, and most of all very patient with me! I highly recommend Wealth KC.
Response from the owner · 6 months ago
Thank you so much, we appreciate the kind words and your trust means everything!
We have truly enjoyed being a part of your retirement planning and are looking forward to seeing those plans (and flowers!) flourish!
I can't say enough positive about how Wealth KC has worked for us. Braden is attuned to who we are, and thoroughly invested in where we are in life, and adapts that to how he invests based on that. Through Covid, when people were losing money hand over fist, Braden looked after us and we earned well during the down turn. That dude is a financial advisor par excellence.
Brooke is awesome at following up with us, making sure we're looked after, appointments are set around our schedules and always there with full, open, honest answers to questions. I don't know how she manages clients so proficiently and so professionally. That's a skill seldom encountered.
A much more personal, and personalized investment strategy compared to the mass rubber stamp investment firms you frequently encounter.
They have mine and my wife's undying loyalty.
Response from the owner · 7 months ago
Thank you so much for the kind words, it means a lot to all of us!
Braden truly cares about understanding each client’s life and goals, so hearing that you’ve felt that level of attention is incredibly meaningful. And we couldn’t agree more about Brooke. She works hard to make sure everything runs smoothly and that our clients always feel supported.
We’re grateful for the trust you and your wife have placed in us. It’s an honor to work with you both!
Will, at Wealth KC, has been very helpful with settling some financial challenges after my divorce. He is very knowledgeable and personable. I trust him completely with my money management now in retirement.
Response from the owner · 8 months ago
Lynn - Thank you so much for the kind words. We truly appreciate you trusting Will and the Wealth|KC team as a partner during such an important transition. It’s an honor to support you through your divorce and into this next chapter of retirement.
We have worked with a WEALTH KC financial advisor for a couple of years now and we are very glad we chose them. We never feel rushed in our meetings with them. They definitely understand what we want from our investments are set up our plans to help us achieve what we’re looking for. Highly recommend WEALTH KC.
Response from the owner · 10 months ago
Thank you so much for sharing, Marlin - it means everything to hear that! Understanding what you want out of your investments and building a plan that fits your goals is truly at the heart of what we strive for.
We're grateful to be part of your financial and retirement journey, and we really appreciate your recommendation!
We have had a great experience with Wealth|KC. The team is knowledgeable, approachable, and truly cares about helping clients reach their financial goals. They take the time to explain everything clearly and make sure you feel confident about your decisions. We would highly recommend them to anyone looking for trustworthy financial guidance.
Response from the owner · 11 months ago
Thank you so much for your kind words, Teri! We’re so glad to hear you’ve had a great experience with our team and we've really enjoyed working with you both. We truly appreciate your trust and recommendation!
