Financial advisors for executives in Missouri

Which financial advisor should I talk to as an executive in Missouri?

For executives in Missouri, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Mark Schweiss of Modern Dollar Planning, Michael Pompian of Sunpointe Investments and Zach Ungerott of Hightower Wealth Advisors.

How many fee-only financial advisors in Missouri work with executives?

The Wellspent public graph lists 50 fee-only advisors for executives in Missouri, at 16 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for executives in Missouri charge?

The most common fee among fee-only advisors for executives in Missouri is a percentage of assets, used by 98% of the 50 with fees on file. Many use more than one: 88% charge fixed fees and 54% charge by the hour.

How much do fee-only financial advisors charge in Missouri?

Fee-only financial advisors in Missouri charge a median of $4,770 a year for ongoing planning. We found this across the published prices of 18 Missouri firms.

How much does a one-time financial plan cost in Missouri?

A one-time financial plan from a fee-only firm in Missouri has a median price of $2,000. We found this across the published prices of 14 Missouri firms.

See every fee-only advisor fee in Missouri

What credentials should a financial advisor for executives have?

For executives, look for the CPA, CFA and CFP. In Missouri, 40% of the 50 advisors listed hold the CFP.

Does Missouri tax income on top of federal tax?

Yes. Missouri has a state income tax, so a financial plan for a Missouri resident should project it alongside federal tax.

Is there a local income tax in Missouri?

Yes. In Missouri, Kansas City and St. Louis add an earnings tax.

What happens to stock pay if you move to or from Missouri?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from Missouri can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor as an executive in Missouri?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How do you account for local income tax where I live and work?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for executives in Missouri?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.