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Wellspent public graph/Locations/United States/Missouri

Fee-only advisors in Missouri

Fee-only advisors in St. Louis, Kansas City and Chesterfield, plus 49 other cities.

What fee-only financial advisors charge in Missouri

By the numbers

Advisors listed
400
Firms
172
Cities
56
Hold the CFP
40%
  • Other credentials: CFA 8% · CPA 2% · EA 1%
  • How they charge (of 400 with fees on file): percentage of assets 91% · fixed fees 69% · hourly 48% · ongoing planning fee 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

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Advisors serving Missouri (400)

Fee-only advisors serving Missouri: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Nicholas Allgeyer Worley Banks Group Creve Coeur CFP Percentage of assets
Nicholas Thurwanger Eagle Bluffs Wealth Management Columbia CFA Percentage of assets
Robert Hofman Hofman Wealth Management Chesterfield 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
Michael Pompian Sunpointe Investments St. Louis CFP, CFA 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
Robert Barrale KEB – Kerber, Eck & Braeckel St. Louis CFP Percentage of assets, Hourly
Ryan Heidenreich Sunpointe Investments St. Louis CFP Percentage of assets, Fixed fees
Steven Erickson Erickson Financial Solutions Jefferson City CFP Hourly, Ongoing planning fee
Thomas Brady Brady Family Wealth Saint Louis CFP, CFA Percentage of assets, Hourly
Troy Stovern TrueNorth Wealth & Impact Joplin CFP Percentage of assets, Hourly
Betsy Mays Coffman Wealth Advisors Poplar Bluff CFP Percentage of assets, Hourly
Brett Rufkahr Alpine Private Wealth Saint Louis CFA Percentage of assets
Brian Yost Alpine Private Wealth Saint Louis CFA Percentage of assets
Christopher Beste Pinnacle Family Advisors Creve Coeur CFP Percentage of assets, Hourly
Edgerly Roberts Eagle Bluffs Wealth Management Columbia Not listed Percentage of assets
Jordan Worley Coffman Wealth Advisors Poplar Bluff CFP Percentage of assets, Hourly
Kenneth Bower Clayton Financial Group St. Louis CFP Percentage of assets, Fixed fees
Mark Kleene MVK Financial Planning Jefferson City CFP Ongoing planning fee, One-time planning fee
Matthew Bower Clayton Financial Group St. Louis CFP Percentage of assets, Fixed fees
Matthew Lambdin Method Finance St. Louis CFA Percentage of assets, Flat fee or retainer
Michael Vaughn Pinnacle Family Advisors Springfield CFP Percentage of assets, Hourly
Samuel Heveroh Stonebridge Financial Group St. Louis CFP Percentage of assets, Hourly
Zachary Kratofil Clayton Financial Group St. Louis CFP Percentage of assets, Fixed fees
Alexander Hoover Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Anna Brewer Financial Avenues, LLC. Kearney Not listed Hourly, Fixed fees
Brandon Oliver Oliver Wealth Management St. Louis Not listed Ongoing planning fee
Christopher Gebhards Summit Vision Financial Rock Port Not listed Percentage of assets, Hourly
Daniel Berg B.E.S.T. Wealth Management St. Louis Not listed Percentage of assets, Flat fee or retainer
Darin Robinson Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
David Gourley K-12 Planning Kansas City Not listed Percentage of assets, Ongoing planning fee
Eduardo Vigil The Private Family Advisors St. Louis CFP Ongoing planning fee
Evan Lang Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Gina Reeves KEB – Kerber, Eck & Braeckel St. Louis PFS Percentage of assets, Hourly
James Werner Snider & Talbot Liberty CFP Percentage of assets, Hourly
Jeffrey Laughlin Fidelis Financial Planning Saint Charles CFP Ongoing planning fee
John Dwyer Sunpointe Investments Clayton CFA Percentage of assets, Fixed fees
Jonathan Moore Financial Avenues, LLC. Nixa Not listed Hourly, Fixed fees
Keaton Schnell Schnell Financial Group Sedalia Not listed Percentage of assets, Hourly
Kloe' Schnell Schnell Financial Group Sedalia Not listed Percentage of assets, Hourly
Kyle Neese Sunpointe Investments St. Louis CFA Percentage of assets, Fixed fees
Nathan Cameron Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly

Firms headquartered in Missouri (136)

All 136 firms in Missouri