Financial advisor · Kansas City, MO · reviewed since 2018
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#11 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 80%
5.0★★★★★49 Google reviews · 8 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
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.
Score profile vs other retirement planning
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
WEALTH | KCRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.WEALTH | KC: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.WEALTH | KC: 98/100 on this factor. Category median: 97.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.WEALTH | KC: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.
Star ratings
49 Google reviews we collected
5.0of 5
5 stars49100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 45 written reviews
100%praise
Praise62100%
Complaints00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude1727%
Would recommend1727%
Honesty & trust1118%
Communication711%
Quality & results610%
Speed & response35%
Price & value12%
What customers talk about
We read 45 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“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.”
“There’s an old saying that trust is earned, well this group has definitely earned my trust.”
“They take the time to explain everything clearly and make sure you feel confident about your decisions.”
“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.”
“…sending info that's easy to learn and what surprised me a bit is how fast they are to reach out anytime I've had any questions, and it feels as thoug…”
“If you're on the fence as I was feel free to schedule a hassle free, no pressure meeting and decide for yourself at no cost.”
People customers mention
Shean13 reviews
Fletcher3 reviews
Leah3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
Julie8 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 days ago★★★★★
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…
EchoLocal Guide · 19 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 months ago★★★★★
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!
DrLocal Guide · 15 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 6 months ago★★★★★
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.
Joel9 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
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…
Lynn1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 8 months ago★★★★★
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.
Judi6 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★
Very knowledgeable team of experienced staff who truly care about our investments and listen to our preferences and goals.
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!
Dawn Overman3 reviewsiTotal number of Google reviews Dawn has written across all businesses on Google Maps, not just this one.
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!
D Gil4 reviewsiTotal number of Google reviews D has written across all businesses on Google Maps, not just this one.
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!
Joel Vaughn9 reviewsiTotal number of Google reviews Joel has written across all businesses on Google Maps, not just this one.
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!
Lynn Lunning1 reviewiTotal number of Google reviews Lynn has written across all businesses on Google Maps, not just this one.
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.
Judi Thiele6 reviewsiTotal number of Google reviews Judi has written across all businesses on Google Maps, not just this one.
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!
Teri Magrath1 reviewiTotal number of Google reviews Teri has written across all businesses on Google Maps, not just this one.
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!
