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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
Richard Ervolino Fouts Law Group Manchester Not listed Percentage of assets, Fixed fees
Robert Mooney Sunpointe Investments St. Louis Not listed Percentage of assets, Fixed fees
Robin Sterneck Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Scott Angell Angell Capital Management Centralia Not listed Percentage of assets, Fixed fees
Sean McNutt KEB – Kerber, Eck & Braeckel Fenton Not listed Percentage of assets, Hourly
Steven Franke Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Steven Palmer Atwood & Palmer Kansas City Not listed Percentage of assets, Flat fee or retainer
Thomas Brown Fouts Law Group Manchester Not listed Percentage of assets, Fixed fees
Vincent Pastorino Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Andrew Fama Fama Fiduciary Wealth Manchester Not listed Percentage of assets
Blake Harris Windward Private Wealth Management Kansas City Not listed Percentage of assets, Fixed fees
Cody Breeden Pinnacle Family Advisors Springfield Not listed Percentage of assets, Hourly
Cole Myers Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Craig Hoagland Anderson Hoagland & Company St Louis CFA Percentage of assets, Hourly
David Anderson Anderson Hoagland & Company St. Louis CFA Percentage of assets, Hourly
James Gura Stonebridge Financial Group St. Louis 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
Jeffrey Heveroh Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Joel Pearson Pinnacle Family Advisors Springfield Not listed Percentage of assets, Hourly
Laurance Hoagland Anderson Hoagland & Company St Louis CFA Percentage of assets, Hourly
Mark Milton Armory Oak Wealth Saint Louis Not listed Percentage of assets
Matthew Bitter Phoenix Rising Wealth Management St. Charles Not listed Percentage of assets, Hourly
Matthew Myers Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Matthew Ott Thousand CPA Chesterfield Not listed Percentage of assets, Fixed fees
Melinda McCubbin Truman Wealth Advisors Columbia ChFC, MBA Percentage of assets, Fixed fees
Michael Myers Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Nicole Graul Thousand CPA Chesterfield Not listed Percentage of assets, Fixed fees
Tanner Dallas Phoenix Rising Wealth Management St. Charles Not listed Percentage of assets, Hourly
Timothy Nenninger Stonebridge Financial Group St. Louis Not listed Percentage of assets, Hourly
Adam Parrie Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Alan Vogt JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Alexandra Dorfman NorthStar Asset Management St Louis Not listed Percentage of assets
Andrew Matz Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
Andrew Surber Tax Favored Retirement Kansas City Not listed Percentage of assets, Hourly
Andrew Taylor Jefferson Bridge Capital Wildwood Not listed Percentage of assets
Austin Harrison Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Brandon Wooley Feeney Financial Jefferson City Not listed One-time planning fee
Brian Atchley Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Daniel Shepard Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
David Kingston JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
David Patritti JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Dawna Westberg-Welch Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Douglas Garrett Tax Favored Retirement Kansas City Not listed Percentage of assets, Hourly
Dustin Kennedy Feeney Financial Springfield Not listed One-time planning fee
Dylan Christopher Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
George Margvelashvili JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Grant Walker Four Rivers Financial Ozark Not listed Percentage of assets, Hourly
Greg Lebold Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Gregory Grimes SEM Wealth Management Columbia Not listed Percentage of assets

Firms headquartered in Missouri (136)

All 136 firms in Missouri