Advisors for $1 million to $3 million in Missouri
How do I find fee-only advisors for $1 million to $3 million in Missouri?
In Missouri, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Mark Schweiss of Modern Dollar Planning, Jon Vance of Vance Financial Planning, LLC and Thomas Brady of Brady Family Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mark Schweiss Modern Dollar Planning, St. Louis Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- Jon Vance Vance Financial Planning, LLC, Springfield Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
- Thomas Brady Brady Family Wealth, Saint Louis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- McKenzie Ebbesen Bason Asset Management, Platte City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Evan Lang Atwood & Palmer, Kansas City Holds the CFA. Fees on file: percentage of assets, flat fee or retainer.
- Mary Dorsey Money Consultants Advisory, St. Louis Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 44
- Firms
- 15
- Cities
- 8
- Hold the CFP
- 20%
- Other credentials: CFA 18% · CPA 2% · EA 2%
- How they charge (of 44 with fees on file): percentage of assets 86% · fixed fees 57% · hourly 32% · flat fee or retainer 23%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Missouri are there?
The Wellspent public graph lists 44 fee-only advisors for $1 million to $3 million in Missouri, at 15 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Missouri located?
Of the 44 fee-only advisors for $1 million to $3 million in Missouri, 24 are in St. Louis, followed by 7 in Saint Louis and 7 in Kansas City.
How do fee-only advisors for $1 million to $3 million in Missouri charge?
The most common fee among fee-only advisors for $1 million to $3 million in Missouri is a percentage of assets, used by 86% of the 44 with fees on file. Many use more than one: 57% charge fixed fees and 32% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Missouri hold the CFP?
20% of the 44 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Missouri?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 44 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| McKenzie Ebbesen | Bason Asset Management | Platte City | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Brady | Brady Family Wealth | Saint Louis | CFP | Percentage of assets, Hourly |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Samuel Heveroh | Stonebridge Financial Group | St. Louis | CFP | Percentage of assets, Hourly |
| Evan Lang | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| 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 |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| Charles O'Rourke | JAG Capital Management | St. Louis | CFA | Percentage of assets, Fixed fees |
| James Montgomery | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Eilert | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Franke | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Palmer | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Cole Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| James Gura | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Jeffrey Heveroh | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Matthew Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Michael Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Timothy Nenninger | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Alan Vogt | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Alexandra Dorfman | NorthStar Asset Management | St Louis | Not listed | Percentage of assets |
| David Kingston | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| David Patritti | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| George Margvelashvili | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Mary Schulte | The Stewardship Center | St.Louis | Not listed | Percentage of assets, Hourly |
| Matthew Walsh | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Michael Walsh | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Norman Conley | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robert Bamberger | The Stewardship Center | St Louis | Not listed | Percentage of assets, Hourly |
| Robert Berger | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Roberta Maue | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Sandra Shotwell-Cain | JAG Capital Management | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Javier Duren | Signify Wealth | St. Louis | CFP | Percentage of assets, Performance-based fees |
| Mary Dorsey | Money Consultants Advisory | St. Louis | CFP | Percentage of assets, Hourly |
| Stephen Rhodes | Signify Wealth | St. Louis | CFP | Percentage of assets, Performance-based fees |
| David Eidelman | Daytona Street Capital | Saint Louis | CFA | Percentage of assets |
| Terrance Davis | Terrance P Davis Cpa/pfs | St. Louis | PFS | Hourly, Fixed fees |
| Thomas Eidelman | Daytona Street Capital | Saint Louis | CFA | Percentage of assets |
| Benjamin Weiss | Daytona Street Capital | Saint Louis | Not listed | Percentage of assets |
| Jacob Gall | Modern Dollar Planning | St. Louis | Not listed | Fixed fees |
| Jeffrey Snodgrass | Wedmont Private Capital | Saint Louis | Not listed | Fixed fees |
| Stanley Finger | Daytona Street Capital | Saint Louis | Not listed | Percentage of assets |
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