Financial advisors for retirees in Missouri

Which financial advisor should I talk to as a retiree in Missouri?

For retirees in Missouri, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include John Davis of JKD Financial, David Foster of Gateway Wealth Management, LLC and Jon Vance of Vance Financial Planning, LLC.

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

The Wellspent public graph lists 39 fee-only advisors for retirees in Missouri, at 22 firms. We counted every advisor record that lists this work, as of October 2026.

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

The most common fee among fee-only advisors for retirees in Missouri is a percentage of assets, used by 85% of the 39 with fees on file. Many use more than one: 49% charge fixed fees and 44% 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 retirees have?

For retirees, look for the RICP, CFP and EA. In Missouri, 59% of the 39 advisors listed hold the CFP.

Does Missouri tax Social Security?

No. Missouri doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.

What should I ask a financial advisor as a retiree in Missouri?

1. How much can I spend each year, and how will you adjust it?
2. How do you plan around RMDs and Medicare premiums?
3. How would you pay for long-term care if I needed it?
4. What happens if I can't manage this myself, or my spouse dies first?
5. How does Missouri tax each source of my retirement income?

How current is this list of fee-only advisors for retirees 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.