Virtual financial advisors in Missouri
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mark Schweiss Modern Dollar Planning, St. Louis Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, 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.
- Ryan Graves Bemiston Asset Management, Webster Groves Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Mike Zeiter Foundations Financial Planning, Carthage Holds the CFP and CPA. Fees on file: ongoing planning fee, percentage of assets.
- McKenzie Ebbesen Bason Asset Management, Platte City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 27
- Firms
- 18
- Cities
- 18
- Hold the CFP
- 59%
- Other credentials: CFA 7% · CPA 11% · EA 4%
- How they charge (of 27 with fees on file): percentage of assets 63% · hourly 56% · fixed fees 52% · ongoing planning fee 30%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 27 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 |
| Mike Zeiter | Foundations Financial Planning | Carthage | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets |
| Tyler Landes | Tandem Financial Guidance, LLC | Kansas City | AIF, CFP | Ongoing planning fee, One-time planning fee |
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Michael Hunsberger | Next Mission Financial Planning | Saint Charles | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| 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 |
| Ryan Graves | Bemiston Asset Management | Webster Groves | CFP, CFA | Percentage of assets, One-time planning fee |
| James Hargrave | Pillar Financial Planning | Raymore | CFP | Hourly, Flat fee or retainer |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Beth Watts | Financial Avenues, LLC. | Kansas City | CFP | Hourly, Fixed fees |
| McKenzie Ebbesen | Bason Asset Management | Platte City | CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Sandfort | Angell Capital Management | St. Charles | CFP | Percentage of assets, Fixed fees |
| Christopher Beste | Pinnacle Family Advisors | Creve Coeur | CFP | Percentage of assets, Hourly |
| Michael Vaughn | Pinnacle Family Advisors | Springfield | CFP | Percentage of assets, Hourly |
| Anna Brewer | Financial Avenues, LLC. | Kearney | Not listed | Hourly, Fixed fees |
| Jonathan Moore | Financial Avenues, LLC. | Nixa | Not listed | Hourly, Fixed fees |
| Tracy St. John | Financial Avenues, LLC. | Kansas City | Not listed | Hourly, Fixed fees |
| Scott Angell | Angell Capital Management | Centralia | Not listed | Percentage of assets, Fixed fees |
| Cody Breeden | Pinnacle Family Advisors | Springfield | Not listed | Percentage of assets, Hourly |
| Janet Hudson | Pinnacle Family Advisors | Springfield | Not listed | Percentage of assets, Hourly |
| Jared Meese | Shearwater Capital | Ballwin | Not listed | Percentage of assets |
| Joel Pearson | Pinnacle Family Advisors | Springfield | Not listed | Percentage of assets, Hourly |
| Matthew Bitter | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
| Tanner Dallas | Phoenix Rising Wealth Management | St. Charles | Not listed | Percentage of assets, Hourly |
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