Advisors for $500,000 to $1 million in Missouri
How do I find fee-only advisors for $500,000 to $1 million in Missouri?
In Missouri, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Lei Deng of Core Planning, LLC, John Davis of JKD Financial and Sakis Salas of Acropolis Investment Management, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lei Deng Core Planning, LLC, Saint Louis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- John Davis JKD Financial, Springfield Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
- Sakis Salas Acropolis Investment Management, LLC, Chesterfield Holds the CFP and CPA. Fees on file: percentage of assets.
- Peter Harre Cauble & Harre Wealth Management, Saint Louis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Michael Pompian Sunpointe Investments, St. Louis Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Shannon Moenkhaus Clarity Financial Planners, Clayton Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 105
- Firms
- 32
- Cities
- 16
- Hold the CFP
- 40%
- Other credentials: CFA 8% · CPA 1% · EA 1%
- How they charge (of 105 with fees on file): percentage of assets 97% · fixed fees 76% · hourly 30% · flat fee or retainer 2%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Missouri are there?
The Wellspent public graph lists 105 fee-only advisors for $500,000 to $1 million in Missouri, at 32 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Missouri located?
Of the 105 fee-only advisors for $500,000 to $1 million in Missouri, 30 are in St. Louis, followed by 24 in Chesterfield and 18 in Clayton.
How do fee-only advisors for $500,000 to $1 million in Missouri charge?
The most common fee among fee-only advisors for $500,000 to $1 million in Missouri is a percentage of assets, used by 97% of the 105 with fees on file. Many use more than one: 76% charge fixed fees and 30% charge by the hour.
How many fee-only advisors for $500,000 to $1 million in Missouri hold the CFP?
40% of the 105 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Missouri?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 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 105 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Joel Huet | White Sand Wealth Management, LLC | Liberty | CFP, CTFA, MBA | Percentage of assets, Hourly |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| John Davis | JKD Financial | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| 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 |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | CFP | Percentage of assets |
| James Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Nicholas Thurwanger | Eagle Bluffs Wealth Management | Columbia | CFA | Percentage of assets |
| Robert Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Todd Brand | Brand Asset Management Group, Inc. | Chesterfield | AIF | Percentage of assets, Fixed fees |
| Benjamin Tuscai | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Michael Pompian | Sunpointe Investments | St. Louis | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Barrale | KEB – Kerber, Eck & Braeckel | St. Louis | CFP | Percentage of assets, Hourly |
| Ryan Heidenreich | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Edgerly Roberts | Eagle Bluffs Wealth Management | Columbia | Not listed | Percentage of assets |
| Kenneth Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Matthew Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Zachary Kratofil | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Gina Reeves | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| Kyle Neese | Sunpointe Investments | St. Louis | CFA | Percentage of assets, Fixed fees |
| Steven Dumstorff | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| Carl Goodin | Financial Planning Associates, Inc. | Ellisville | CFP | Percentage of assets, Hourly |
| Dylan Camp | Conway Financial Group, LLC | Chesterfield | CFP, MBA | Fixed fees |
| John Hofman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Peter Harre | Cauble & Harre Wealth Management | Saint Louis | CFA, CFP, MBA | Percentage of assets, Hourly |
| Shannon Moenkhaus | Clarity Financial Planners | Clayton | CFP | Percentage of assets |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Ian Robertson | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| James Gissy | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Kenneth Coplen | SFC Financial | St. Louis | PFS | Percentage of assets, Hourly |
| Kevin Kaleta | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Lee Boudouris | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Matthew Zeigler | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Michael Zimmerman | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Richard Ervolino | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Robert Mooney | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Sean McNutt | KEB – Kerber, Eck & Braeckel | Fenton | Not listed | Percentage of assets, Hourly |
| Thomas Brown | Fouts Law Group | Manchester | Not listed | Percentage of assets, Fixed fees |
| Andrew Fama | Fama Fiduciary Wealth | Manchester | Not listed | Percentage of assets |
| Jared Meese | Shearwater Capital | Ballwin | Not listed | Percentage of assets |
| Andrew Matz | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Daniel Shepard | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Michael Murff | Oak Road Wealth Management | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Christopher Nelson | Private Wealth Consulting | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Dennis Walker | Walker Asset Management | Verona | Not listed | Percentage of assets |
| Donald Hubbs | Private Wealth Consulting | Kansas City | Not listed | Percentage of assets, Fixed fees |
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