Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
22yrs
Michael Capelle
Full name on record: Michael John Capelle
Financial advisor at Modern Wealth Management
Michael Capelle has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Kansas City, Missouri. After less than a year at Integrated Financial Management and 17 years at United Capital Financial Advisors, Michael joined Modern Wealth Management in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 540 advisors with offices in Kansas City, and one of 490 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors at Modern Wealth Management
Office1712 Main Street Suite 400, Kansas City, MO 64108
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$832,068
Advisors at the firm148
States licensed ?1 state
Services through Modern Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowModern Wealth Management, LLCCurrent firm
- Aug 2008 – Dec 2008Integrated Financial Management Inc.Previously
- 2005 – 2022United Capital Financial AdvisorsPreviously
- 2005 – 2007United Capital Investment Advisers, Inc.Previously
- Mar 2005 – Apr 2006Financial Synergies Advisory, LTD.Previously
Contact Michael
(913) 393-1000Modern Wealth Management main office 1712 Main Street Suite 400Kansas City, MO 64108Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Modern Wealth Management at (913) 393-1000 and ask for Michael Capelle. Michael works from the Kansas City, MO office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2004, about 22 years. More experience than 74% of advisors at Modern Wealth Management.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Modern Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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