Fee-Only Financial Planning in Kansas City, MO
At White Sand Wealth, we believe your financial plan should be as straightforward as it is effective. That’s why we focus on simplifying complex financial decisions and helping Kansas City residents feel more confident about their future.
As a fee-only financial planner based in Kansas City, MO, we don’t work on commissions or sell products. Instead, we provide clear, conflict-free advice that’s entirely focused on your needs and goals.
Whether you’re building a retirement plan, refining your investments, or seeking comprehensive financial support, we’ll work with you to create a custom strategy that makes sense for your life.
Let’s build your financial confidence—contact us today to get started.
Give us a call at 816.429.6743
Why Choose a Fee-Only Financial Planner in Kansas City, MO?
At White Sand Wealth, we’re committed to helping you achieve your financial goals right here in Kansas City, MO. Our fee-only approach means our advice is always unbiased and tailored to your best interests, with no commissions or product sales ever. Here’s what sets us apart:
Planning for Retirement with Confidence
Your retirement years should be spent enjoying life, not worrying about your finances. At White Sand Wealth, we help Kansas City clients prepare for retirement with plans built around their lifestyle, values, and future goals. Our mission is to bring clarity and stability to your financial future so you can focus on what matters most.
Customized Investment Solutions
Every investor is different. That’s why we take the time to craft portfolios that reflect your comfort with risk, long-term ambitions, and personal timeline. Whether you’re aiming for growth, income, or a balanced approach, we’ll help you invest wisely through every market shift.
Smart Financial Habits Start Here
Good planning goes beyond just saving—it’s about making intentional decisions. From building emergency savings to managing monthly expenses, we offer guidance that turns your short-term actions into long-term success.
Full-Spectrum Financial Planning
We take a holistic view of your financial world—evaluating where you are, where you want to go, and how to bridge the gap. With no products to sell and no commissions to earn, our only focus is helping you reach your goals through honest, practical advice.
Let us be your trusted guide in building a secure financial foundation in Kansas City, MO.
Your Kansas City Financial Planning Team
At White Sand Wealth, we believe that meaningful financial planning starts with understanding your story, not just your numbers. As a fee-only financial planner serving Kansas City, MO, our experienced professionals are here to guide you with integrity, clarity, and personalized support.
Our team brings deep expertise in areas like retirement readiness, tax efficiency, and investment strategy. But more importantly, we listen—so we can shape a plan that reflects your values, lifestyle, and future goals.
From the first conversation to ongoing reviews, we’re with you every step of the way. Whether you’re focused on growing your wealth, protecting your legacy, or simply gaining peace of mind, our advisors provide insight without pressure or sales tactics.
Let’s work together to create a strategy built for the life you want—starting today.
Joel Huet CFP®, CTFA, CISP
FOUNDER
Karen Burris CTFA, CISP
SENIOR FINANCIAL ADVISOR
Samantha Kopek CFP®
SENIOR FINANCIAL ADVISOR
Kelly Kariker CFP®, RSSA®
SENIOR FINANCIAL ADVISOR
A.J. Huet, MBA
FINANCIAL ADVISOR
Sam Huet, MBA
FINANCIAL ADVISOR
Jake Huet
FINANCIAL ADVISOR
Ready to turn your financial vision into a reality?
Have Questions?
Call 816.429.6743
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