Flat-fee financial advisors in Missouri
How do I find fee-only advisors who charge flat or fixed fees in Missouri?
In Missouri, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Richard Salmen of Family Investment Center, Mark Schweiss of Modern Dollar Planning and Ryan Graves of Bemiston Asset Management.
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.
- Ryan Graves Bemiston Asset Management, Webster Groves Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Dan Reiter Prosperity Planning, Inc., North Kansas City Holds the CFP and CPA. Fees on file: percentage of assets.
- Jon Vance Vance Financial Planning, LLC, Springfield Holds the CFP and EA. Fees on file: flat fee or retainer, hourly.
- Jordan Nietzel Trek Wealth Planning, Columbia Holds the CFP and CFA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 332
- Firms
- 137
- Cities
- 50
- Hold the CFP
- 40%
- Other credentials: CFA 8% · CPA 2% · EA 2%
- How they charge (of 332 with fees on file): percentage of assets 91% · fixed fees 83% · hourly 52% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Missouri are there?
The Wellspent public graph lists 332 fee-only advisors who charge flat or fixed fees in Missouri, at 137 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Missouri located?
Of the 332 fee-only advisors who charge flat or fixed fees in Missouri, 75 are in St. Louis, followed by 48 in Kansas City and 23 in Chesterfield.
How do fee-only advisors who charge flat or fixed fees in Missouri charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Missouri is a percentage of assets, used by 91% of the 332 with fees on file. Many use more than one: 83% charge fixed fees and 52% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Missouri hold the CFP?
40% of the 332 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Missouri?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 332 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. | Generational Wealth Development | Cameron | Not listed | Hourly, One-time planning fee |
| 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 |
| 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 |
| 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 |
| Todd Brand | Brand Asset Management Group, Inc. | Chesterfield | AIF | Percentage of assets, Fixed fees |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Benjamin Tuscai | Sunpointe Investments | St. Louis | 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 |
| Michael Brady | Brady Family Wealth | Saint Louis | CFP | Percentage of assets, Hourly |
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