CFP financial advisors in Missouri
How do I find fee-only advisors who hold the CFP in Missouri?
In Missouri, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Richard Salmen of Family Investment Center, Mark Schweiss of Modern Dollar Planning and Craig Toberman of Toberman Becker Wealth, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Richard Salmen Family Investment Center, St. Joseph Holds the CFP, CFA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Mark Schweiss Modern Dollar Planning, St. Louis Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- John Davis JKD Financial, Springfield Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
- Ryan Graves Bemiston Asset Management, Webster Groves Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Jordan Nietzel Trek Wealth Planning, Columbia Holds the CFP and CFA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 160
- Firms
- 109
- Cities
- 42
- Hold the CFP
- 100%
- Other credentials: CFA 8% · CPA 6% · EA 3%
- How they charge (of 160 with fees on file): percentage of assets 87% · fixed fees 63% · hourly 45% · ongoing planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Missouri are there?
The Wellspent public graph lists 160 fee-only advisors who hold the CFP in Missouri, at 109 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Missouri located?
Of the 160 fee-only advisors who hold the CFP in Missouri, 34 are in St. Louis, followed by 16 in Chesterfield and 15 in Kansas City.
How do fee-only advisors who hold the CFP in Missouri charge?
The most common fee among fee-only advisors who hold the CFP in Missouri is a percentage of assets, used by 87% of the 160 with fees on file. Many use more than one: 63% charge fixed fees and 45% charge by the hour.
How many fee-only advisors who hold the CFP in Missouri hold the CFP?
100% of the 160 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Missouri?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 160 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Danielle Harrison | Harrison Financial Planning | Columbia | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joel Huet | White Sand Wealth Management, LLC | Liberty | CFP, CTFA, MBA | Percentage of assets, Hourly |
| Mike Zeiter | Foundations Financial Planning | Carthage | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| Tyler Landes | Tandem Financial Guidance, LLC | Kansas City | AIF, CFP | Ongoing planning fee, One-time planning fee |
| Chris Arnold | Refresh Wealth | University City | CFP | Percentage of assets, Ongoing planning fee |
| Donovan Brooks | Prospurpose Wealth | Saint Joseph | CFP | Ongoing planning fee |
| John Davis | JKD Financial | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Kristine McKinley | Beacon Financial Advisors, LLC | Kansas City | CFP, CPA | Hourly, Ongoing planning fee |
| 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 |
| Michael Hunsberger | Next Mission Financial Planning | Saint Charles | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee |
| Richard Salmen | Family Investment Center | St. Joseph | CFP, CFA, EA | Percentage of assets, Ongoing planning fee |
| Stanton Burns | Oakview Wealth Solutions LLC | St. Charles | CFP | Percentage of assets, Hourly |
| David Foster | Gateway Wealth Management, LLC | Saint Louis | CFP, RICP, CAP | Percentage of assets |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| Michael Zung | Java Wealth Planning | Lees Summit | CFP | Flat fee or retainer |
| Tom Kaminski | Twin Robins Capital, LLC | Kansas City | CFP, CRPC | Percentage of assets, Fixed fees |
| Wakefield Hare | Greater Than Financial LLC | Savannah | CFP | Percentage of assets, Ongoing planning fee |
| David Zaegel | CWOs for Hire | Town & Country | CFP, CPA | Percentage of assets, Hourly |
| Ethan Bridgewater | Bridgewater Advisory Group LLC | Crystal City | CFP, ChFC | Percentage of assets, Hourly |
| Jim MacKay | MacKay Financial Planning | Springfield | CFP | Flat fee or retainer, Hourly |
| Ryan Graves | Bemiston Asset Management | Webster Groves | CFP, CFA | Percentage of assets, One-time planning fee |
| Dilworth Lyman | Your Financial Partnership | Lees Summit | CFP | Percentage of assets, Hourly |
| Jordan Nietzel | Trek Wealth Planning | Columbia | CFP, CFA | Ongoing planning fee |
| Kyle Hill | Hill-Top Financial Planning, LLC | Kansas City | CFP | Percentage of assets, Ongoing planning fee |
| Michael Daley | Peakview Strategies | Cottleville | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Alex Borgardts | Next Bloom Wealth | Gladstone | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Hourly |
| James Hargrave | Pillar Financial Planning | Raymore | CFP | Hourly, Flat fee or retainer |
| Richard Armstrong | Faith Investor Services | Wildwood | CFP | Percentage of assets |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | CFP | Percentage of assets |
| Ryan Bouchard | Rising Tide Wealth Advisory Solutions, LLC | St. Louis | CFP, CFA, MBA | Percentage of assets, Hourly |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Timothy Sullivan | Clarity Financial, L.L.C. | Columbia | CFP, EA | Ongoing planning fee |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Beth Watts | Financial Avenues, LLC. | Kansas City | CFP | Hourly, Fixed fees |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Battreall | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Kevin Schnell | Schnell Financial Group | Sedalia | CFP | Percentage of assets, Hourly |
| McKenzie Ebbesen | Bason Asset Management | Platte City | CFP | Flat fee or retainer, Ongoing planning fee |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Tedi Hughes | Destiny Capital | Lake Ozark | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Beil | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Charles Cooper | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Garrett Gould | Halyard Financial | St. Louis | CFP | Percentage of assets |
| James Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Nicholas Allgeyer | Worley Banks Group | Creve Coeur | CFP | Percentage of assets |
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