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Advisors for under $500,000 in Missouri

All 225 advisors

Advisors for under $500,000 in Missouri: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Michael Becker Toberman Becker Wealth St. Louis CFP Percentage of assets
Michael Holtz Toberman Becker Wealth St. Louis CFP Percentage of assets
Nathaniel Gilman RBF Wealth Advisors St. Louis CFP Percentage of assets, Hourly
Pamela Hardin Foundation Wealth Management Clayton CFP Percentage of assets, Fixed fees
Patrick McLaughlin Foundation Wealth Management Clayton CFP Percentage of assets, Fixed fees
Poonnasa Corn Compass Wealth St. Louis CFP Percentage of assets
Ryan Noble Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Ryan Walker Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Samuel Everett Archway Wealth Management Kirkwood CFP Percentage of assets, Fixed fees
Scott Morrison Moment Private Wealth Saint Louis CFP Percentage of assets, Fixed fees
Thaddus "Dan" Danford Family Investment Center Saint Joseph CFP Percentage of assets, Hourly
Travis Franks Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Trevor Harris Sonas Financial Group Kansas City CFP Percentage of assets, Hourly
Winston Meyer Family Investment Center Saint Joseph CFP Percentage of assets, Hourly
Zachary Bradford Tenet Retirement Services Chesterfield CFP Percentage of assets, Fixed fees
Zachary Emslie Bluevine Advice Kansas City CFP Percentage of assets, Fixed fees
Christopher Abbott 1035 Capital Management Marthasville CFA Percentage of assets
Nicholas Troiani Purposepath Capital O'Fallon CFA Percentage of assets, Hourly
Alex Flaugher Moment Private Wealth Saint Louis Not listed Percentage of assets, Fixed fees
Anthony Rich Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
Benjamin Harris Purposepath Capital O'Fallon Not listed Percentage of assets, Hourly
Brent Caswell Normandy Investment Advisors Independence Not listed Percentage of assets, Fixed fees
Christine Danford Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Christopher Lea Java Wealth Planning Lee'S Summit Not listed Fixed fees
Christopher Lewis DB Advisors Springfield Not listed Percentage of assets, Hourly
Christopher Maglich In the Game Wealth Management North Kansas City Not listed Percentage of assets, Hourly
Christopher Stiens Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Daniel Ahl Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Donald Pence Tradewinds Capital Management Ballwin Not listed Percentage of assets, Hourly
Dossie Jennings Compass Wealth St. Louis Not listed Percentage of assets
Douglas Bagwell DB Advisors Springfield Not listed Percentage of assets, Hourly
Douglas Mottet Mottet Wealth Parkville Not listed Percentage of assets, Hourly
Emalee Wheeler Greater Than Financial Kansas City Not listed Percentage of assets, Hourly
Emily McCartney Mccartney Wealth Management Saint Louis Not listed Percentage of assets, Fixed fees
Grant Richars Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
Gregory Wozniak Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
James Watts Prosperity Planning North Kansas City Not listed Percentage of assets, Fixed fees
Jerry Bagby Bagby Wealth Management Dexter Not listed Percentage of assets, Hourly
Jessica Estes-Fleischmann Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
John Dittrich Dittrich Financial Group Springfield Not listed Percentage of assets, Hourly
Jordan Lambert Ryan Poage & Kansas City Not listed Percentage of assets, Fixed fees
Jose Castillo Weatherby Capital Kansas City Not listed Percentage of assets, Hourly
Joseph Bartmess LVZ Wildwood Not listed Percentage of assets, Hourly
Joshua Armstrong AIS Financial Saint Louis Not listed Percentage of assets, Hourly
Karson Westhoff Moment Private Wealth Saint Louis Not listed Percentage of assets, Fixed fees
Kenneth Borum Prosperity Planning North Kansas City Not listed Percentage of assets, Fixed fees
Kyle Parke Parke Investment Management St. Louis Not listed Percentage of assets
Lance O'Neill B1B Financial Solutions Nixa Not listed Percentage of assets
Mark Johnson RBF Wealth Advisors St. Louis Not listed Percentage of assets, Hourly
Marvin Mitchell Compass Wealth St. Louis Not listed Percentage of assets