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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
Peter Sowden Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Ryan Bowman Maxele Advisors Webster Groves CFP Percentage of assets, Hourly
Spencer Jones Atwood & Palmer Kansas City CFA Percentage of assets, Flat fee or retainer
Stephen Erken Maxele Advisors Webster Groves CFP Percentage of assets, Hourly
Steven Dumstorff KEB – Kerber, Eck & Braeckel St. Louis PFS Percentage of assets, Hourly
Tracy St. John Financial Avenues, LLC. Kansas City Not listed Hourly, Fixed fees
Travis Cook Four Rivers Financial Columbia CFP Percentage of assets, Hourly
Trevor O'Connor Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Alexandra Heck Herzog Financial Group Saint Louis CFP Percentage of assets, Hourly
Andrew Flattery Flattery Wealth Management North Kansas City CFP Percentage of assets, Hourly
Andrew Shenberg Anderson Hoagland & Company St Louis CFP, CFA Percentage of assets, Hourly
Bogdan Niciu 4-C Wealth Creve Coeur Not listed Percentage of assets, Fixed fees
Brian Ismert Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Carl Goodin Financial Planning Associates, Inc. Ellisville CFP Percentage of assets, Hourly
Daniel Ladd Foundation Wealth Management Clayton BA, BS, CFP, FPQP Percentage of assets, Fixed fees
Derrick Barger Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Douglas Rothermich Fidelis Capital Saint Charles Not listed Percentage of assets, Fixed fees
Dylan Camp Conway Financial Group, LLC Chesterfield CFP, MBA Fixed fees
Eldon Anderson Equity Wealth Partners Independence CFP Percentage of assets, Hourly
Fetzer Crockett 4-C Wealth St. Louis Not listed Percentage of assets, Fixed fees
Hannah Wardenburg The Wealth Collaborative Lake Saint Louis CFP Percentage of assets, Hourly
Jack Wheeler Kansas City Private Wealth Management Kansas City CFA Percentage of assets, Hourly
Joe Petry Mayfair Financial LLC Kirkwood CFP, CRPC, MSPFP, PhD Fixed fees
John Hofman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Jonathan Garlow StrongBox Wealth Lee'S Summit Not listed Percentage of assets, Hourly
Kathy Postoak StrongBox Wealth Lee'S Summit Not listed Percentage of assets, Hourly
Lesley Kilcullin Kilcullin Financial Life Planning, LLC O Fallon CFP, MBA Percentage of assets, Hourly
Paul Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Peter Harre Cauble & Harre Wealth Management Saint Louis CFA, CFP, MBA Percentage of assets, Hourly
Shannon Moenkhaus Clarity Financial Planners Clayton CFP Percentage of assets
Theodore Hellman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Timothy Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Angela Pompian Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Brandie Giffin Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Carlos Carriedo Samaniego Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Charles O'Rourke JAG Capital Management St. Louis CFA Percentage of assets, Fixed fees
Connor Williamson TrueNorth Wealth & Impact Joplin Not listed Percentage of assets, Hourly
Ethan Rush Sigma Advisors St. Louis Not listed Flat fee or retainer
Ian Robertson Fouts Law Group Manchester Not listed Percentage of assets, Fixed fees
James Gissy Fouts Law Group Manchester Not listed Percentage of assets, Fixed fees
James Montgomery Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Jeff McGovern We help busy parents and individual professionals plan for the future and enjoy the present moment. Haven Wealth Planning Kirkwood Not listed Percentage of assets, Flat fee or retainer
Jon McGraw Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Kaden Ludlow Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Kenneth Coplen SFC Financial St. Louis PFS Percentage of assets, Hourly
Kevin Kaleta Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Lee Boudouris Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Matthew Eilert Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Matthew Zeigler Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Michael Zimmerman Fouts Law Group Manchester Not listed Percentage of assets, Fixed fees

Firms headquartered in Missouri (136)

All 136 firms in Missouri