# Virtual financial advisors in Missouri

> In Missouri, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Mark Schweiss of Modern Dollar Planning, Dan Reiter of Prosperity Planning, Inc. and Jon Vance of Vance Financial Planning, LLC.

Page: https://find.wellspent.co/by/virtual-financial-advisors/missouri/
27 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who work with clients virtually in Missouri?

In Missouri, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Mark Schweiss of Modern Dollar Planning, Dan Reiter of Prosperity Planning, Inc. and Jon Vance of Vance Financial Planning, LLC.

## How many fee-only advisors who work with clients virtually in Missouri are there?

The Wellspent public graph lists 27 fee-only advisors who work with clients virtually in Missouri, at 18 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who work with clients virtually in Missouri located?

Of the 27 fee-only advisors who work with clients virtually in Missouri, 5 are in Springfield, followed by 4 in Kansas City and 3 in St. Charles.

## How do fee-only advisors who work with clients virtually in Missouri charge?

The most common fee among fee-only advisors who work with clients virtually in Missouri is a percentage of assets, used by 63% of the 27 with fees on file. Many use more than one: 56% charge by the hour and 52% charge fixed fees.

## How many fee-only advisors who work with clients virtually in Missouri hold the CFP?

59% of the 27 fee-only advisors who work with clients virtually 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 work with clients virtually?

We count an advisor here when their firm's website says they work with clients virtually.

## What should I ask fee-only advisors who work with clients virtually in Missouri?

Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?

## How current is this list of fee-only advisors who work with clients virtually 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Dan Reiter](https://find.wellspent.co/advisors/dan-reiter.md) | Prosperity Planning, Inc. | North Kansas City, Missouri | CFP, CPA | Percentage of assets |
| [Danielle Harrison](https://find.wellspent.co/advisors/danielle-harrison.md) | Harrison Financial Planning | Columbia, Missouri | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Mike Zeiter](https://find.wellspent.co/advisors/mike-zeiter.md) | Foundations Financial Planning | Carthage, Missouri | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Tyler Landes](https://find.wellspent.co/advisors/tyler-landes.md) | Tandem Financial Guidance, LLC | Kansas City, Missouri | AIF, CFP | Ongoing planning fee, One-time planning fee |
| [Jon Vance](https://find.wellspent.co/advisors/jon-vance.md) | Vance Financial Planning, LLC | Springfield, Missouri | CFP, EA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Michael Hunsberger](https://find.wellspent.co/advisors/michael-hunsberger.md) | Next Mission Financial Planning | Saint Charles, Missouri | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Phillip Durbin](https://find.wellspent.co/advisors/phillip-durbin.md) | Generational Wealth Development | Cameron, Missouri |   | Hourly, One-time planning fee |
| [Tom Kaminski](https://find.wellspent.co/advisors/tom-kaminski.md) | Twin Robins Capital, LLC | Kansas City, Missouri | CFP, CRPC | Percentage of assets, Fixed fees |
| [Ryan Graves](https://find.wellspent.co/advisors/ryan-graves.md) | Bemiston Asset Management | Webster Groves, Missouri | CFP, CFA | Percentage of assets, One-time planning fee |
| [James Hargrave](https://find.wellspent.co/advisors/james-hargrave.md) | Pillar Financial Planning | Raymore, Missouri | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Ryan Furlong](https://find.wellspent.co/advisors/ryan-furlong.md) | Parkwoods Wealth Partners | St Louis, Missouri | CFP | Percentage of assets |
| [Beth Watts](https://find.wellspent.co/advisors/beth-watts.md) | Financial Avenues, LLC. | Kansas City, Missouri | CFP | Hourly, Fixed fees |
| [McKenzie Ebbesen](https://find.wellspent.co/advisors/mckenzie-ebbesen.md) | Bason Asset Management | Platte City, Missouri | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jason Sandfort](https://find.wellspent.co/advisors/jason-sandfort.md) | Angell Capital Management | St. Charles, Missouri | CFP | Percentage of assets, Fixed fees |
| [Christopher Beste](https://find.wellspent.co/advisors/christopher-beste.md) | Pinnacle Family Advisors | Creve Coeur, Missouri | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Michael Vaughn](https://find.wellspent.co/advisors/michael-vaughn.md) | Pinnacle Family Advisors | Springfield, Missouri | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Anna Brewer](https://find.wellspent.co/advisors/anna-brewer.md) | Financial Avenues, LLC. | Kearney, Missouri |   | Hourly, Fixed fees |
| [Jonathan Moore](https://find.wellspent.co/advisors/jonathan-moore.md) | Financial Avenues, LLC. | Nixa, Missouri |   | Hourly, Fixed fees |
| [Tracy St. John](https://find.wellspent.co/advisors/tracy-st-john.md) | Financial Avenues, LLC. | Kansas City, Missouri |   | Hourly, Fixed fees |
| [Scott Angell](https://find.wellspent.co/advisors/scott-angell.md) | Angell Capital Management | Centralia, Missouri |   | Percentage of assets, Fixed fees |
| [Cody Breeden](https://find.wellspent.co/advisors/cody-breeden.md) | Pinnacle Family Advisors | Springfield, Missouri |   | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Janet Hudson](https://find.wellspent.co/advisors/janet-hudson.md) | Pinnacle Family Advisors | Springfield, Missouri |   | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Jared Meese](https://find.wellspent.co/advisors/jared-meese.md) | Shearwater Capital | Ballwin, Missouri |   | Percentage of assets |
| [Joel Pearson](https://find.wellspent.co/advisors/joel-pearson.md) | Pinnacle Family Advisors | Springfield, Missouri |   | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Matthew Bitter](https://find.wellspent.co/advisors/matthew-bitter.md) | Phoenix Rising Wealth Management | St. Charles, Missouri |   | Percentage of assets, Hourly, Fixed fees |
| [Tanner Dallas](https://find.wellspent.co/advisors/tanner-dallas.md) | Phoenix Rising Wealth Management | St. Charles, Missouri |   | Percentage of assets, Hourly, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
