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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
Gregory Zitko The Private Family Advisors St. Louis Not listed Ongoing planning fee
Jacob Potter SFC Financial St. Louis Not listed Percentage of assets, Hourly
Jerry Snider Snider & Talbot Kansas City Not listed Percentage of assets, Hourly
Joseph Watz Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Joshua Belcher Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Mark Brooks Four Rivers Financial Columbia Not listed Percentage of assets, Hourly
Mary Schulte The Stewardship Center St.Louis Not listed Percentage of assets, Hourly
Matthew Walsh JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Michael Murff Oak Road Wealth Management Lee'S Summit Not listed Percentage of assets, Hourly
Michael Walsh JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Norman Conley JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Richard Talbot Snider & Talbot Kansas City Not listed Percentage of assets, Hourly
Robert Bamberger The Stewardship Center St Louis Not listed Percentage of assets, Hourly
Robert Berger JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Roberta Maue JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Sandra Shotwell-Cain JAG Capital Management St. Louis Not listed Percentage of assets, Fixed fees
Sharon Stanton SFC Financial St. Louis Not listed Percentage of assets, Hourly
Theodore Perez Tax Favored Retirement Kansas City Not listed Percentage of assets, Hourly
Tomas Jacobsen Snider & Talbot Liberty Not listed Percentage of assets, Hourly
Walter Klein SFC Financial Sunset Hills Not listed Percentage of assets, Hourly
Anthony Castelluccio First Class Capital Liberty Not listed Percentage of assets
Cheryl Obrien Anderson Hoagland & Company St Louis Not listed Percentage of assets, Hourly
Christopher Nelson Private Wealth Consulting Kansas City Not listed Percentage of assets, Fixed fees
Daniel Michaud FYRA Capital Management St. Charles Not listed Percentage of assets, Hourly
Dennis Walker Walker Asset Management Verona Not listed Percentage of assets
Donald Hubbs Private Wealth Consulting Kansas City Not listed Percentage of assets, Fixed fees
Harrison Hubbs Private Wealth Consulting Kansas City Not listed Percentage of assets, Fixed fees
Jason Anderson Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Jeffrey Anger Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Jeremy Phillips Anderson Hoagland & Company St Louis Not listed Percentage of assets, Hourly
John Kang Anderson Hoagland & Company St Louis Not listed Percentage of assets, Hourly
Leeandra Ennes Walker Asset Management Verona Not listed Percentage of assets
Megan Miener FYRA Capital Management St. Charles Not listed Percentage of assets, Hourly
Molly Crider Walker Asset Management Verona Not listed Percentage of assets
Peyton Anderson Equity Wealth Partners Independence Not listed Percentage of assets, Hourly
Airionne Solanke Compass Wealth St Louis CFP Percentage of assets
Alyssa Hon Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Anthony Gennaoui Droms Strauss Wealth Management St. Louis CFP Percentage of assets
Anthony Kalinowski RBF Wealth Advisors St. Louis CFP Percentage of assets, Hourly
Ashley Dickson Next Bloom Wealth Gladstone CFP Percentage of assets, Hourly
Blake Clynes RBF Wealth Advisors St. Louis CFP Percentage of assets, Hourly
Brian Pultman Correct Capital Wealth Management Clayton CFP Percentage of assets, Fixed fees
Carson Sanford Delta Wealth Solutions North Kansas City CFP, CFA Percentage of assets
Colten Honigman Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Damaris Gingerich Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Dean Young B1B Financial Solutions Nixa CFP Percentage of assets
Elizabeth Cauble Cauble & Harre Wealth Management St. Louis CFP Percentage of assets, Hourly
Erica James Mana Financial Life Design St. Louis CFP Percentage of assets, Hourly
Hannah Leone Foundation Wealth Management Clayton CFP Percentage of assets, Fixed fees
James Blake Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees

Firms headquartered in Missouri (136)

All 136 firms in Missouri