Most financial advisors offer a free consultation — and so do we. Learn what to expect, what to ask, and how to get started with Oak Road Wealth Management in Lee's Summit, MO.
Yes — most financial advisors offer a free initial consultation, and Oak Road Wealth Management is no exception. This no-cost meeting gives you the chance to ask questions, share your financial situation, and decide whether working with that advisor is the right fit — before you spend a dime.
Most financial advisors offer a free consultation as a starting point. At Oak Road Wealth Management in Lee's Summit, Missouri, we offer a complimentary first meeting so you can explore your options, ask anything on your mind, and determine whether you'd like to move forward with paid financial planning services. We also maintain an Ask Us Anything page on our website where we answer real questions from real people — no strings attached.
A free financial advisor consultation is an introductory meeting — typically 30 to 60 minutes — where you and an advisor get to know each other. There is no fee, no commitment, and no obligation to continue.
During this meeting, you can expect to:
Think of it as a two-way interview. You're evaluating them just as much as they're learning about you.
Financial advisors offer free initial meetings because the advisor-client relationship requires trust — and trust takes time to build. A complimentary consultation lets both parties assess the fit before making any financial or contractual commitments.
For you, it's a risk-free opportunity to get professional insight. For the advisor, it's a chance to understand your needs and demonstrate the value they can provide.
After your free consultation, you have a clear choice: move forward or move on — with no pressure either way.
If you decide to continue working with the advisor, you'll typically enter into a formal engagement. This may involve a fee structure based on assets under management (AUM), a flat fee, an hourly rate, or a retainer, depending on the advisor's model.
If it's not the right fit, that's completely fine. A good advisor will never pressure you. The consultation exists so you can make an informed decision.
Fee-only advisors are compensated directly by you — not by commissions from financial products. This structure reduces conflicts of interest. Many fee-only advisors, including fiduciary advisors, offer free initial meetings.
When you reach out to an advisor, simply ask: "Do you offer a free consultation?" Most do, but it's always worth confirming upfront along with what the meeting will cover.
Many advisors clearly advertise their free consultation offer on their website. If you don't see it listed, their contact page or FAQ section may have more detail.
Yes — and you should. A free consultation is specifically designed for this.
At Oak Road Wealth Management, we go even further. Our Ask Us Anything page lets you submit financial questions directly to our team and get real answers. Whether you're wondering about Roth IRA conversions, Social Security timing, how to handle an inheritance, or whether you're on track for retirement — we're here to help, no appointment needed.
This resource exists because we believe access to financial guidance shouldn't be a barrier. Ask your question, get a straight answer.
Walking into your free consultation prepared makes a big difference. Here are smart questions to bring:
You don't need to have all the answers about your finances going in. The advisor's job is to help you figure that out.
At Oak Road Wealth Management, we serve individuals and families in Lee's Summit and the greater Kansas City area who are serious about building and protecting their financial future.
We offer a complimentary initial consultation so you can get to know our team, ask your questions, and decide if we're the right partner for your goals. Whether you're just starting to think about retirement, navigating a major life transition, or looking for a second opinion on your current plan — we're happy to talk.
We also invite you to visit our Ask Us Anything page, where we answer common (and not-so-common) financial questions submitted by people just like you. It's one of the ways we live out our commitment to accessible, honest financial guidance.
Yes. Most financial advisors, including Oak Road Wealth Management, offer a free initial consultation. This meeting carries no cost and no obligation. It's designed to let you ask questions and determine whether the advisor is the right fit before you commit to a paid engagement.
Most free consultations run between 30 and 60 minutes. The time is typically used to discuss your financial goals, current situation, and questions about the advisor's services and fees. Some advisors may offer a shorter discovery call before a longer in-person or video meeting.
A free consultation is introductory and general in nature. The advisor is getting to know you, and you're getting to know them. Paid financial advice involves a formal relationship where the advisor provides personalized recommendations, builds a financial plan, and offers ongoing guidance based on your specific circumstances.
A fiduciary financial advisor is legally and ethically required to act in your best interest at all times. Not all advisors are fiduciaries. When meeting with an advisor for the first time — including in your free consultation — ask directly whether they operate as a fiduciary. At Oak Road Wealth Management, we are committed to putting your interests first.
Oak Road Wealth Management offers an Ask Us Anything page on our website where you can submit financial questions and receive answers from our team. It's a free resource for anyone — whether or not you're a current client — who wants straightforward financial guidance without scheduling a full appointment.
Oak Road Wealth Management is a financial planning firm serving individuals and families in Lee's Summit, Missouri and the greater Kansas City area. To schedule your free consultation or ask a question, visit our website or contact our office directly.
Written by Andrew Matz, Financial Planner at Oak Road Wealth Management.
