Advisors for under $500,000 in Missouri
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Richard Salmen of Family Investment Center and Dan Reiter of Prosperity Planning, Inc..
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.
- Richard Salmen Family Investment Center, St. Joseph Holds the CFP, CFA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Dan Reiter Prosperity Planning, Inc., North Kansas City Holds the CFP and CPA. Fees on file: percentage of assets.
- Jordan Nietzel Trek Wealth Planning, Columbia Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Timothy Sullivan Clarity Financial, L.L.C., Columbia Holds the CFP and EA. 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
- 225
- Firms
- 111
- Cities
- 46
- Hold the CFP
- 45%
- Other credentials: CFA 5% · CPA 2% · EA 1%
- How they charge (of 225 with fees on file): percentage of assets 91% · fixed fees 69% · hourly 58% · ongoing planning fee 9%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Missouri are there?
The Wellspent public graph lists 225 fee-only advisors for under $500,000 in Missouri, at 111 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Missouri located?
Of the 225 fee-only advisors for under $500,000 in Missouri, 39 are in St. Louis, followed by 36 in Kansas City and 15 in North Kansas City.
How do fee-only advisors for under $500,000 in Missouri charge?
The most common fee among fee-only advisors for under $500,000 in Missouri is a percentage of assets, used by 91% of the 225 with fees on file. Many use more than one: 69% charge fixed fees and 58% charge by the hour.
How many fee-only advisors for under $500,000 in Missouri hold the CFP?
45% of the 225 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Missouri?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 225 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 |
| Tyler Landes | Tandem Financial Guidance, LLC | Kansas City | AIF, CFP | Ongoing planning fee, One-time planning fee |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Nicholas Allgeyer | Worley Banks Group | Creve Coeur | CFP | Percentage of assets |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Bryan Vowels | TrueNorth Wealth & Impact | Joplin | CFP, CFA | Percentage of assets, Hourly |
| Danielle Brown | Buttonwood Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Jason Sandfort | Angell Capital Management | St. Charles | CFP | Percentage of assets, Fixed fees |
| Joseph Darpel | Smart Steps Wealth Management | St. Louis | CFP | Percentage of assets, Fixed fees |
| Mitchell Gasbarro | Buttonwood Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Rachael Graf | Buttonwood Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Steven Erickson | Erickson Financial Solutions | Jefferson City | CFP | Hourly, Ongoing planning fee |
| Troy Stovern | TrueNorth Wealth & Impact | Joplin | CFP | Percentage of assets, Hourly |
| Betsy Mays | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
| Christopher Beste | Pinnacle Family Advisors | Creve Coeur | CFP | Percentage of assets, Hourly |
| Jordan Worley | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
| Mark Kleene | MVK Financial Planning | Jefferson City | CFP | Ongoing planning fee, One-time planning fee |
| Matthew Lambdin | Method Finance | St. Louis | CFA | Percentage of assets, Flat fee or retainer |
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