# Financial advisors for ultra-high-net-worth families in Missouri > For ultra-high-net-worth families in Missouri, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Michael Pompian of Sunpointe Investments, Zach Ungerott of Hightower Wealth Advisors and Spencer Jones of Atwood & Palmer. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/missouri/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an ultra-high-net-worth family in Missouri? For ultra-high-net-worth families in Missouri, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Michael Pompian of Sunpointe Investments, Zach Ungerott of Hightower Wealth Advisors and Spencer Jones of Atwood & Palmer. - [Michael Pompian](https://find.wellspent.co/advisors/michael-pompian/), Sunpointe Investments, St. Louis. Holds the CFA and CFP. Fees on file: percentage of assets, fixed fees. - [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott/), Hightower Wealth Advisors, St. Louis. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Spencer Jones](https://find.wellspent.co/advisors/spencer-jones/), Atwood & Palmer, Kansas City. Holds the CFA. Fees on file: percentage of assets, flat fee or retainer. - [Brian Yost](https://find.wellspent.co/advisors/brian-yost/), Alpine Private Wealth, Saint Louis. Holds the CFA. Fees on file: percentage of assets. - [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner/), Moment Private Wealth, St. Louis. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Andrew Beil](https://find.wellspent.co/advisors/andrew-beil/), StrongBox Wealth, Lee'S Summit. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Missouri work with ultra-high-net-worth families? The Wellspent public graph lists 31 fee-only advisors for ultra-high-net-worth families in Missouri, at 9 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for ultra-high-net-worth families in Missouri located? Of the 31 fee-only advisors for ultra-high-net-worth families in Missouri, 15 are in St. Louis, followed by 7 in Kansas City and 4 in Lee'S Summit. ## How do fee-only advisors for ultra-high-net-worth families in Missouri charge? The most common fee among fee-only advisors for ultra-high-net-worth families in Missouri is a percentage of assets, used by 97% of the 31 with fees on file. Many use more than one: 61% charge fixed fees and 32% charge a flat fee or retainer. ## 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. ## What credentials should a financial advisor for ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CFA and CFP. In Missouri, 26% of the 31 advisors listed hold the CFA. - CFA (26% of advisors listed): The CFA supports complex portfolios. - CFP (23% of advisors listed): The CFP keeps the whole picture together. ## How do Missouri advisors for ultra-high-net-worth families compare with the rest of the US? 32% of fee-only advisors for ultra-high-net-worth families in Missouri charge a flat fee or retainer, compared with 6% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Missouri have an estate or inheritance tax? No. Missouri has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor as an ultra-high-net-worth family in Missouri? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Andrew Beil](https://find.wellspent.co/advisors/andrew-beil.md) | StrongBox Wealth | Lee'S Summit, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Cooper](https://find.wellspent.co/advisors/charles-cooper.md) | StrongBox Wealth | Lee'S Summit, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Tuscai](https://find.wellspent.co/advisors/benjamin-tuscai.md) | Sunpointe Investments | St. Louis, Missouri | CFP | Percentage of assets, Fixed fees | | [Michael Pompian](https://find.wellspent.co/advisors/michael-pompian.md) | Sunpointe Investments | St. Louis, Missouri | CFP, CFA | Percentage of assets, Fixed fees | | [Ryan Heidenreich](https://find.wellspent.co/advisors/ryan-heidenreich.md) | Sunpointe Investments | St. Louis, Missouri | CFP | Percentage of assets, Fixed fees | | [Brett Rufkahr](https://find.wellspent.co/advisors/brett-rufkahr.md) | Alpine Private Wealth | Saint Louis, Missouri | CFA | Percentage of assets | | [Brian Yost](https://find.wellspent.co/advisors/brian-yost.md) | Alpine Private Wealth | Saint Louis, Missouri | CFA | Percentage of assets | | [Evan Lang](https://find.wellspent.co/advisors/evan-lang.md) | Atwood & Palmer | Kansas City, Missouri | CFA | Percentage of assets, Flat fee or retainer | | [John Dwyer](https://find.wellspent.co/advisors/john-dwyer.md) | Sunpointe Investments | Clayton, Missouri | CFA | Percentage of assets, Fixed fees | | [Kyle Neese](https://find.wellspent.co/advisors/kyle-neese.md) | Sunpointe Investments | St. Louis, Missouri | CFA | Percentage of assets, Fixed fees | | [Peter Sowden](https://find.wellspent.co/advisors/peter-sowden.md) | Atwood & Palmer | Kansas City, Missouri | CFA | Percentage of assets, Flat fee or retainer | | [Spencer Jones](https://find.wellspent.co/advisors/spencer-jones.md) | Atwood & Palmer | Kansas City, Missouri | CFA | Percentage of assets, Flat fee or retainer | | [Douglas Rothermich](https://find.wellspent.co/advisors/douglas-rothermich.md) | Fidelis Capital | Saint Charles, Missouri | | Percentage of assets, Fixed fees | | [Jonathan Garlow](https://find.wellspent.co/advisors/jonathan-garlow.md) | StrongBox Wealth | Lee'S Summit, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kathy Postoak](https://find.wellspent.co/advisors/kathy-postoak.md) | StrongBox Wealth | Lee'S Summit, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Angela Pompian](https://find.wellspent.co/advisors/angela-pompian.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Ethan Rush](https://find.wellspent.co/advisors/ethan-rush.md) | Sigma Advisors | St. Louis, Missouri | | Flat fee or retainer | | [James Montgomery](https://find.wellspent.co/advisors/james-montgomery.md) | Atwood & Palmer | Kansas City, Missouri | | Percentage of assets, Flat fee or retainer | | [Kenneth Coplen](https://find.wellspent.co/advisors/kenneth-coplen.md) | SFC Financial | St. Louis, Missouri | PFS | Percentage of assets, Hourly, Fixed fees | | [Kevin Kaleta](https://find.wellspent.co/advisors/kevin-kaleta.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Lee Boudouris](https://find.wellspent.co/advisors/lee-boudouris.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Matthew Eilert](https://find.wellspent.co/advisors/matthew-eilert.md) | Atwood & Palmer | Kansas City, Missouri | | Percentage of assets, Flat fee or retainer | | [Matthew Zeigler](https://find.wellspent.co/advisors/matthew-zeigler.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Robert Mooney](https://find.wellspent.co/advisors/robert-mooney.md) | Sunpointe Investments | St. Louis, Missouri | | Percentage of assets, Fixed fees | | [Steven Franke](https://find.wellspent.co/advisors/steven-franke.md) | Atwood & Palmer | Kansas City, Missouri | | Percentage of assets, Flat fee or retainer | | [Steven Palmer](https://find.wellspent.co/advisors/steven-palmer.md) | Atwood & Palmer | Kansas City, Missouri | | Percentage of assets, Flat fee or retainer | | [Jacob Potter](https://find.wellspent.co/advisors/jacob-potter.md) | SFC Financial | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Sharon Stanton](https://find.wellspent.co/advisors/sharon-stanton.md) | SFC Financial | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Walter Klein](https://find.wellspent.co/advisors/walter-klein.md) | SFC Financial | Sunset Hills, Missouri | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Missouri](https://find.wellspent.co/specialties/retirement-planning/missouri.md) - [Tax planning in Missouri](https://find.wellspent.co/specialties/tax-planning/missouri.md) - [Estate planning in Missouri](https://find.wellspent.co/specialties/estate-planning/missouri.md) - [Family wealth transfer in Missouri](https://find.wellspent.co/specialties/family-wealth-transfer/missouri.md) - [Pre-retirees in Missouri](https://find.wellspent.co/audiences/pre-retirees/missouri.md) - [Executives in Missouri](https://find.wellspent.co/audiences/executives/missouri.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).