Financial advisors for ultra-high-net-worth families in Missouri

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.

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.

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.

See every fee-only advisor fee in Missouri

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.

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?

1. What would I pay in dollars, on my balance, each year?
2. Who on your team handles tax and estate work?
3. How many clients my size do you serve?
4. How do you handle private investments?
5. 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.