CFA financial advisors in Missouri
How do I find fee-only advisors who hold the CFA in Missouri?
In Missouri, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Mark Schweiss of Modern Dollar Planning and Richard Salmen of Family Investment Center.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Mark Schweiss Modern Dollar Planning, St. Louis Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- Richard Salmen Family Investment Center, St. Joseph Holds the CFP, CFA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Lei Deng Core Planning, LLC, Saint Louis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Jordan Nietzel Trek Wealth Planning, Columbia Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Ryan Graves Bemiston Asset Management, Webster Groves Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 33
- Firms
- 24
- Cities
- 13
- Hold the CFP
- 39%
- Other credentials: CFA 100% · CPA 6% · EA 3%
- How they charge (of 33 with fees on file): percentage of assets 94% · fixed fees 45% · hourly 33% · flat fee or retainer 18%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Missouri are there?
The Wellspent public graph lists 33 fee-only advisors who hold the CFA in Missouri, at 24 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Missouri located?
Of the 33 fee-only advisors who hold the CFA in Missouri, 9 are in St. Louis, followed by 7 in Saint Louis and 4 in Kansas City.
How do fee-only advisors who hold the CFA in Missouri charge?
The most common fee among fee-only advisors who hold the CFA in Missouri is a percentage of assets, used by 94% of the 33 with fees on file. Many use more than one: 45% charge fixed fees and 33% charge by the hour.
How many fee-only advisors who hold the CFA in Missouri hold the CFP?
39% of the 33 fee-only advisors who hold the CFA in Missouri hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Missouri?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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.
All 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Lei Deng Efficient financial plans and investing for busy skilled trades professionals | Core Planning, LLC | Saint Louis | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Richard Salmen | Family Investment Center | St. Joseph | CFP, CFA, EA | Percentage of assets, Ongoing planning fee |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| Ryan Graves | Bemiston Asset Management | Webster Groves | CFP, CFA | Percentage of assets, One-time planning fee |
| Jordan Nietzel | Trek Wealth Planning | Columbia | CFP, CFA | Ongoing planning fee |
| Ryan Bouchard | Rising Tide Wealth Advisory Solutions, LLC | St. Louis | CFP, CFA, MBA | Percentage of assets, Hourly |
| Nicholas Thurwanger | Eagle Bluffs Wealth Management | Columbia | CFA | Percentage of assets |
| Bryan Vowels | TrueNorth Wealth & Impact | Joplin | CFP, CFA | Percentage of assets, Hourly |
| Michael Pompian | Sunpointe Investments | St. Louis | CFP, CFA | Percentage of assets, Fixed fees |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Brett Rufkahr | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Matthew Lambdin | Method Finance | St. Louis | CFA | Percentage of assets, Flat fee or retainer |
| Evan Lang | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| Kyle Neese | Sunpointe Investments | St. Louis | CFA | Percentage of assets, Fixed fees |
| Peter Sowden | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Spencer Jones | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Andrew Shenberg | Anderson Hoagland & Company | St Louis | CFP, CFA | Percentage of assets, Hourly |
| Jack Wheeler | Kansas City Private Wealth Management | Kansas City | CFA | Percentage of assets, Hourly |
| Peter Harre | Cauble & Harre Wealth Management | Saint Louis | CFA, CFP, MBA | Percentage of assets, Hourly |
| Charles O'Rourke | JAG Capital Management | St. Louis | CFA | Percentage of assets, Fixed fees |
| Craig Hoagland | Anderson Hoagland & Company | St Louis | CFA | Percentage of assets, Hourly |
| David Anderson | Anderson Hoagland & Company | St. Louis | CFA | Percentage of assets, Hourly |
| Laurance Hoagland | Anderson Hoagland & Company | St Louis | CFA | Percentage of assets, Hourly |
| Carson Sanford | Delta Wealth Solutions | North Kansas City | CFP, CFA | Percentage of assets |
| Christopher Abbott | 1035 Capital Management | Marthasville | CFA | Percentage of assets |
| David Eidelman | Daytona Street Capital | Saint Louis | CFA | Percentage of assets |
| Jason Niemann | Droms Strauss Wealth Management | St. Louis | CFA | Percentage of assets |
| Mark Jaeger | Brand Asset Management Group | Chesterfield | CFA | Percentage of assets, Fixed fees |
| Nicholas Troiani | Purposepath Capital | O'Fallon | CFA | Percentage of assets, Hourly |
| Thomas Eidelman | Daytona Street Capital | Saint Louis | CFA | Percentage of assets |
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